MUTUAL FUNDS
Aditya Birla SL AMC changes risk-o-meter of schemes
May-09-2025
Aditya Birla Sun Life AMC has announced notice-cum-addendum to the Scheme Information Document (SID) and Key Information Memorandum (KIM) of Aditya Birla Sun Life Mutual Fund. Pursuant to SEBI Master Circular on Mutual Funds dated June 27, 2024, the risk-o-meter of following Schemes have been revised as under:

Aditya Birla Sun Life Dynamic Bond Fund (An open ended dynamic debt scheme investing across duration. A relatively high interest rate risk and relatively high credit risk) has been revised to ‘Moderately High’. The risk-o-meter for the previous month was ‘Moderate’; Aditya Birla Sun Life Debt Plus Arbitrage FOF (An open ended scheme investing in dynamically managed portfolio of Debt Funds and Aditya Birla Sun Life Arbitrage Fund) has been revised to ‘Moderate’. The risk-o-meter for the previous month was ‘Low to Moderate’; and Aditya Birla Sun Life CRISIL- IBX AAA NBFC- HFC Index- Sep 2026 Fund (An open ended Target Maturity Index Fund tracking the CRISIL-IBX AAA NBFC-HFC Index-Sep 2026. A moderate interest rate risk and relatively low credit risk) has been revised to ‘Moderate’. The risk-o-meter for the previous month was ‘Low to Moderate’.

The above Risk-o-meter is based on evaluation of risk level of the monthly portfolio of the Schemes as at April 30, 2025. All other details of the Product Labeling and all other features and terms & conditions of the SID and KIM of the Schemes will remain unchanged. This Notice-cum-Addendum forms an integral part of the SID and KIM issued for the Schemes read with the addenda issued thereunder.

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