Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 26 60:40 Regular Growth

About Fund

The investment objective of the scheme is to track the Nifty SDL Plus PSU Bond Sep 2026 60:40 Index by investing in PSU Bonds and SDLs, maturing on or before September 2026, subject to tracking errors. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.

The Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 26 60:40 Regular Growth has an AUM of 7675.79 crores & has delivered CAGR of 0.00 in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 0.30%. The minimum investment in Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 26 60:40 Regular Growth is Rs 500 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Low & Moderate respectively.

The fund has a present cash holding of %. The top holdings of the fund include Treps, National Bank For Agriculture And Rural Development, 7.49% Gujarat Sgs 2026, 7.37% Maharashtra Sdl 2026.

Some of the similar funds are Nippon India Gold Savings Fund - Growth, SBI CPSE Bond Plus SDL Sep 2026 50:50 Index Fund Regular Growth, Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 26 60:40 Regular Growth, Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Regular Growth, ICICI Prudential Energy Opportunities Fund Regular Growth. Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 26 60:40 Regular Growth has a sharpe ratio of 1.13 & a standard deviation of 0.55%.