Aditya Birla SL CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund
☆ Add to Watchlist
More Options
Business Overview
The Aditya Birla SL CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund is designed for investors seeking stable returns through a blend of government securities and state development loans. This fund is ideal for conservative investors looking to diversify their portfolio with low-risk assets. It matters as it provides a balanced approach to fixed income, ensuring safety while aiming for reasonable growth.
- Invests in a mix of government securities and SDLs
- Ideal for conservative investors
- Offers stability and lower risk
- Diversifies fixed income portfolios
- Aims for reasonable returns over the long term
Investment Thesis
Investing in Aditya Birla SL CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund offers a solid opportunity due to its strong promoter backing, credible management, and a robust growth trajectory in digital services. With attractive valuations compared to peers, this fund is positioned for steady returns.
- Strong backing from the Aditya Birla Group, ensuring credibility and stability.
- Significant growth potential in digital services, enhancing overall fund performance.
- Attractive valuation metrics compared to similar funds in the market.
- Diversified exposure to gilt and SDL, providing balanced risk and return.
- Well-structured for long-term investors seeking stable income and capital appreciation.
Opportunity vs Risk
- Stable returns from government securities
- Diversification in fixed income portfolio
- Potential for capital appreciation
- Low expense ratio
- Suitable for risk-averse investors
- Interest rate fluctuations impact returns
- Credit risk from SDLs
- Market volatility affects NAV
- Limited growth compared to equities
- Liquidity concerns in bond markets
-
10BusinessHighThe fund is in a stable sector but lacks a clear moat.
-
10GrowthHighConsistent revenue growth but profit margins are under pressure.
-
10ProfitabilityHighROE and ROCE are average, cash flow is stable.
-
8ValuationHighValuation metrics are in line with peers.
-
7BalanceHighDebt levels are manageable with adequate reserves.
-
5GovernanceGoodPromoter holding is strong, but some concerns on disclosures.
-
5DriversGoodGrowth drivers are limited; execution risks present.
-
3TechnicalsLowMarket sentiment is neutral with low liquidity.