Aditya Birla Sun Life AMC Limited

Aditya Birla Sun Life AMC Limited


An ETF to access the investment opportunity presented by G-secs – current elevated yields, potential capital gains and security of sovereign rated instruments.

  • Macro-economic stability brings with it a fixed income opportunity
    With low core inflation, attractive real interest rates, a stable currency, and a reducing fiscal deficit, the current macro-economic environment makes fixed income investments appealing.

  • Indian G-secs going global!
    Indian G-secs have been included in JPMorgan's GBI-EM Global Diversified Index, leading to an increase in FII inflows into FAR securities. Inclusion in the Bloomberg Global Aggregate Index may further boost demand for Indian G-secs.
    FAR: Fully Accessible Route

  • Rising Demand Enhances Capital Gain Potential
    A fall in yields from current elevated levels can result from increase in global demand. Additionally, fiscal consolidation and reduced borrowing can lead to a demand-supply imbalance, enhancing capital gain prospects.

  • Capitalise on G-sec opportunity today
    Current high yields present an opportunity for higher accrual benefit. Additionally, the capital gain potential and sovereign rating of G-secs make it an attractive fixed income investment avenue today.

  • ETF route to access G-secs
    The G-sec yield curve is elevated at the 10-year point. The CRISIL 10-Year Gilt Index tracks the performance of on-the-run benchmark 10-Year G-sec. By tracking the most recently issued and actively traded G-sec, this index can potentially enhance investor gains.

    An ETF tracking the CRISIL 10-Year Gilt Index offers a passive, efficient way to benefit from current G-sec opportunities, providing ease of trading, low minimums, and high liquidity.





What are G secs and why invest in them?

  • G-secs are securities issued by the RBI on behalf of the Government of India. They serve as an acknowledgment of money borrowed by the Government, with coupon payments and repayment guaranteed by the central government, giving them a sovereign rating.

  • Being sovereign rated debt instruments, G-secs carry negligible credit risk.

  • Increased global demand coupled with decreased supply of G-secs can create a demand-supply imbalance. This situation presents an opportunity for capital gains from G-sec investments.

Index Constituent (as on July 31, 2024)

Security Name

Weight

Maturity Date

7.10% GS 2034

100%

08 April 2034









Aditya Birla Sun Life CRISIL 10 Year Gilt ETF
Download

For more information on the scheme, please refer to SID/KIM of the scheme.
For Index methodology & constituents, please visit: https://www.crisil.com/content/dam/crisil/Indian-Consolidated-Factsheet/2024/CRISIL%20Indices%20Factsheet%2015%20July%202024.pdf

Note: Please go through the Scheme Information Document to understand the investment objective, asset allocation, risk factors associated with the Scheme before investing.
Aditya Birla Sun Life AMC Limited /Aditya Birla Sun Life Mutual Fund is not guaranteeing/offering/communicating any indicative yield/returns on investments. This document represents the views of Aditya Birla Sun Life AMC Limited and must not be taken as the basis for an investment decision.