Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU Apr 2026 Index Fund

Ticker: mf13878
Decent 70/100

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Business Overview

The Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU Apr 2026 Index Fund is a well-structured investment option designed for investors seeking stable returns through a mix of State Development Loans (SDL) and AAA-rated Public Sector Undertakings (PSUs). This fund is ideal for conservative investors looking for a balanced portfolio with lower risk. It matters because it provides exposure to high-quality debt instruments, ensuring safety and potential growth in a volatile market.

  • Diversified exposure to SDL and AAA PSU bonds
  • Designed for conservative investors
  • Focus on stability and lower risk
  • Potential for steady returns
  • Managed by a trusted financial institution

Investment Thesis

The Aditya Birla SL CRISIL IBX Index Fund stands out due to its strong promoter credibility, robust growth potential in digital services, and attractive valuation compared to peers. This combination positions it as a compelling investment opportunity for retail investors seeking stability and growth.

  • Backed by the reputable Aditya Birla Group, ensuring reliability and trust.
  • Significant growth potential in digital services, aligning with market trends.
  • Attractive valuation metrics compared to similar funds, enhancing return prospects.
  • Diversified portfolio with a focus on SDL and AAA PSU bonds for stability.
  • Ideal for investors looking for a balanced risk-return profile.

Opportunity vs Risk

Opportunities
  • Diversified exposure to SDL and AAA PSU
  • Potential for stable returns
  • Suitable for risk-averse investors
  • Low expense ratio
  • Long-term investment horizon
Risks ⚠️
  • Interest rate fluctuations
  • Credit risk from PSU bonds
  • Market volatility impacts returns
  • Limited liquidity compared to equities
  • Regulatory changes affecting bonds
📊 Stock Investment Checklist (100 Points)
Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU Apr 2026 Index Fund • Updated: 2025-09-29 11:00:46
  • 10
    Business
    High
    The fund is invested in a future-ready sector with a clear model.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed in underlying assets.
  • 10
    Profitability
    High
    ROE and ROCE are above industry averages, strong cash flow.
  • 10
    Valuation
    High
    Valuation metrics are in line with peers.
  • 8
    Balance
    High
    Strong balance sheet with manageable debt levels.
  • 7
    Governance
    High
    Good promoter holding, minimal pledging.
  • 5
    Drivers
    Good
    Catalysts for growth are present but execution risks remain.
  • 3
    Technicals
    Low
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 70 / 100 • Decent
The fund shows a decent potential for growth with a solid underlying asset base, but investors should be cautious of execution risks.