Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU Apr 2026 Index Fund
☆ Add to Watchlist
More Options
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
- Diversified exposure to SDL and AAA PSU
- Potential for stable returns
- Suitable for risk-averse investors
- Low expense ratio
- Long-term investment horizon
- Interest rate fluctuations
- Credit risk from PSU bonds
- Market volatility impacts returns
- Limited liquidity compared to equities
- Regulatory changes affecting bonds
-
10BusinessHighThe fund is invested in a future-ready sector with a clear model.
-
10GrowthHighConsistent revenue and profit growth observed in underlying assets.
-
10ProfitabilityHighROE and ROCE are above industry averages, strong cash flow.
-
10ValuationHighValuation metrics are in line with peers.
-
8BalanceHighStrong balance sheet with manageable debt levels.
-
7GovernanceHighGood promoter holding, minimal pledging.
-
5DriversGoodCatalysts for growth are present but execution risks remain.
-
3TechnicalsLowMarket sentiment is neutral with low liquidity.