Aditya Birla SL CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund(IDCW)

Ticker: mf16666
Decent 58/100

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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 diversified portfolio of government securities and state development loans. This fund is ideal for conservative investors looking to balance risk while aiming for capital appreciation. With a focus on long-term growth, it offers a strategic way to invest in fixed income instruments, ensuring a steady income stream.

  • Diversified exposure to government securities and SDLs
  • Ideal for conservative investors
  • Focus on long-term capital appreciation
  • Steady income stream through fixed income instruments
  • Managed by experienced professionals
  • Aligned with investors' risk-return profiles

Investment Thesis

Aditya Birla SL CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund stands out due to its strong promoter backing and credibility. With the growing demand for digital services, this fund is well-positioned for future growth. Additionally, its attractive valuation compared to peers makes it a compelling investment choice for retail investors.

  • Strong backing from the Aditya Birla Group enhances credibility.
  • Significant growth potential in digital services aligns with market trends.
  • Attractive valuation compared to other funds in the segment.
  • Diversified exposure to gilt and SDL provides stability.
  • Ideal for investors seeking a balanced risk-return profile.

Opportunity vs Risk

Opportunities
  • Potential for stable returns
  • Diversification with gilt and SDL
  • Tax benefits on long-term investments
  • Inflation protection through bonds
Risks ⚠️
  • Interest rate fluctuations
  • Credit risk from SDLs
  • Market volatility impacts NAV
  • Liquidity concerns in bond markets
📊 Stock Investment Checklist (100 Points)
Aditya Birla SL CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund(IDCW) • Updated: 2025-10-01 01:05:07
  • 10
    Business
    High
    The fund is invested in government securities and SDLs, which are stable but not high-growth.
  • 8
    Growth
    High
    Limited growth potential as it primarily tracks fixed income securities.
  • 6
    Profitability
    Good
    Returns are stable but not high; primarily interest income.
  • 7
    Valuation
    High
    Valuation metrics are not applicable as it is a fund, but yields are competitive.
  • 9
    Balance
    High
    Strong balance sheet as it invests in government-backed securities.
  • 8
    Governance
    High
    Managed by a reputable asset management company with good governance practices.
  • 5
    Drivers
    Good
    Limited growth drivers; primarily influenced by interest rate movements.
  • 5
    Technicals
    Good
    Market sentiment is stable, but liquidity can vary.
Final Score & Verdict
Score 58 / 100 • Decent
The fund offers a stable investment option with moderate returns, suitable for conservative investors seeking fixed income.