Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 2026 60:40 Index Fund

Why should you invest in this fund now?

• Provides predictable reasonable returns : By buying and holding fixed income SDLs and PSU bonds, the fund focuses on earning predictable returns for its investors. The 5-year term appears as ideal period to maximise yields.
• Scheme has a fixed maturity : This fund has fixed maturity (30th September 2026), making it amenable to financial planning.
• Managed risks : The fund only invests in top SDLs and AAA rated PSU bonds, increasing quality and safety of your investment. 5-year Roll-down strategy reduces interest rate risk. Passive investing style also reduces active stock selection risk of the portfolio.
• Lends liquidity to your portfolio : The fund is open-ended with no lock-in, keeping your investments liquid while providing reasonable returns and stability.
• Tax efficiency : Debt funds with holding period of more than 36 months qualify for long term capital gains and indexation benefit in taxation. Indexation helps in adjusting the purchase price of the investments and in turn lower the tax liability. Since the fund has a maturity tenure of 5 years, it gets the indexation benefit and capital gains tax efficiency.
• Low costs and low minimums : The fund has lower cost of investing than actively managed funds. It also provides access to bonds and SDLs otherwise requiring high investments, at low minimums.

Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 2026 60:40 Index Fund

(An open ended scheme tracking the Nifty SDL Plus PSU Bond Sep 2026 60:40 Index)

This product is suitable for investors who are seeking*

• Income over longer term
• Open ended Target Maturity Index Fund that seeks to track Nifty SDL Plus PSU Bond Sep 2026 60:40 Index

 

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