Aditya Birla Sun Life Crisil-IBX AAA NBFC-HFC Index-Dec 2025 Fund NFO:
- NBFC and HFC Segment Strengthening FinanciallyThe earnings, profitability, and asset quality of NBFCs and HFCs have significantly improved. Return on assets has been consistently rising, and NPAs are steadily improving.
- Growing credit demand to boost segment performanceIncreasing per capita income and easing inflation are driving credit demand for NBFCs, while rising housing demand in Tier I and II cities supports HFC growth. Credit for both segments is expected to grow at a CAGR of ~15% in the coming years.
- Better returns with lower risks – a short-term investment opportunityIndia’s debt yields remain near decade-high yield levels, with the spreads between NBFC-HFC issuers and gilt securities ranging from 135 to 150 basis points. Further, AAA-rated NBFC-HFC bonds are potentially low risk due to strong creditworthiness and financial stability.
- Sectorial Target Maturity Fund – A smart investment optionThese passively managed funds invest in a basket of debt securities with a defined maturity date, offering predictable returns. Such funds that invest in bonds of the NBFC-HFC segment are good route to capitalise on the short-term investment opportunity arisen.
Aditya Birla Sun Life Crisil-IBX AAA NBFC-HFC INDEX-Sep 2026 Fund NFO Details:
Mutual Fund | Aditya Birla Sun Life Mutual Fund |
Scheme Name | Aditya Birla Sun Life Crisil-IBX AAA NBFC-HFC Index-Dec 2025 Fund |
Objective of Scheme | The investment objective of the scheme is to generate returns corresponding to the total returns of the securities as represented by the CRISIL-IBX AAA NBFC-HFC Index – Dec 2025 before expenses, subject to tracking errors. |
Scheme Type | Open Ended |
Scheme Category | Other Scheme – Index Funds |
New Fund Launch Date | 08-Oct-2024 |
New Fund Earliest Closure Date | |
New Fund Offer Closure Date | 14-Oct-2024 |
Indicate Load Seperately | |
Minimum Subscription Amount | 1000 |
(source:amfiindia)
Scheme Documents
Aditya Birla Sun Life Crisil-IBX AAA NBFC-HFC Index-Dec 2025 Risko Meter: