Aditya Birla Sun Life AMC Limited

Aditya Birla Sun Life CRISIL 10 Year Gilt ETF

(An open ended Debt Exchange Traded Fund tracking the CRISIL 10 Year Gilt Index. A relatively high interest rate risk and relatively low credit risk.)

Category: Other
Sub-Category: ETFs - Others

Investment Objective

The investment objective of the Scheme is to generate returns corresponding to the total returns of the securities as represented by the CRISIL 10 Year Gilt Index before expenses, subject to tracking errors.

This product is suitable for investors who are seeking

  • Investors seeking returns that are in line with the performance of silver over the long term, subject to tracking errors
  • Investments in physical silver of 99.9% purity (fineness)

Fund Details

  • Fund Type - (Open ended)
  • Category - Other
  • Sub-Category - ETFs - Others
  • Min Investment - -
  • Fund Manager - Mr. Bhupesh Bameta & Mr. Sanjay Godambe
  • Latest NAV - NA
  • Inception Date - Aug 17, 2024
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Fund Management

  • Mr. Bhupesh Bameta

    Total Experience : 12 years

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    Mr. Bhupesh Bameta is a Fund Manager and Economist with Aditya Birla Sun Life AMC Limited. He brings with him an overall experience of 17 years in the financial services industry, and joined ABSLAMC’s Fixed Income Investment team in December 2017.

    Prior to joining ABSLAMC he was the Head of Research in Forex and Rates Desk at Edelweiss Securities Limited, covering global and Indian forex markets and economies. He was also associated with Quant Capital for 6 years as an Economist and was covering Indian and global economy and markets.

    Bhupesh is an Engineering graduate from IIT-Kanpur and was All India Rank 1 in Graduate Aptitude Test in Engineering (GATE).
  • Mr. Sanjay Godambe

    Total Experience : 14 Years

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    Mr. Sanjay Godambe is a finance professional with an experience of over 14 years in the area of finance, Mutual Fund dealing and its related activities (including fixed income dealing). He possesses proficient knowledge in Capital Market i.e. in Government Securities, Corporate Bonds, Certificate of Deposits and Commercial Papers. He also has prior experience of managing operations and implementing strategies towards enhancing market penetration, business volumes and growth.
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Your Investment Summary

  • Investment AmountRs 5000
  • Initial units per month 29.5
  • Current valueRs 50,000
  • Current NAV value 260
  • Current Units 30
  • XIRR

    Internal rate of return or annualized yield for a schedule of cash flows occurring at irregular intervals.

    5.10%
  • Benchmark XIRR

    Internal Rate of return or annualized yield for a schedule of cash flows occurring at irregular intervals for respective benchmark index.

    8%

Fund Summary

Entry Load
Exit Load
Load Comments
NIL
NIL
Not Applicable

Highlights

  • Easy Liquidity
  • Diversification
  • No Wealth Tax

  • A multi-use Commodity
    A precious metal, used in Telecom(5G), Electric Vehicles (EVs), Renewable Energy, Pharma, Space & more..

  • Has Strong Demand in Future
    With Government push for cleaner energy resources like solar panels, EVs etc., its demand is expected to rise exponentially.

  • A Hedge to your portfolio
    Acts as a potential hedge against inflation.

  • Provides Stable Performance throughout Market Cycles
    Silver has provided reasonable returns through all phases of the economy.

Aditya Birla Sun Life CRISIL 10 Year Gilt ETF

(An open ended Debt Exchange Traded Fund tracking the CRISIL 10 Year Gilt Index. A relatively high interest rate risk and relatively low credit risk.)

This product is specially designed for investors seeking*

  • Investors seeking returns that are in line with the performance of silver over the long term, subject to tracking errors
  • Investments in physical silver of 99.9% purity (fineness)


*Investors should consult their financial advisers if in doubt whether the product is suitable for them

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  • KIM - Aditya Birla Sun Life Silver ETF
  • SID - Aditya Birla Sun Life Silver ETF
  • Dividend history
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  • Portfolio

Disclaimer

For further details on the Scheme, refer Scheme Information Document and Key Information Memorandum.