Aditya Birla Sun Life US Treasury 3-10 Year Bond ETFs FOF NFO: Everything you need to know

26 Oct 2023 , 03:08 PM

Aditya Birla Sun Life Mutual Fund is launching NFO under its “FOF category”, named as Aditya Birla Sun Life US Treasury 3-10 Year Bond ETFs FOF. The investment objective of the scheme is to generate returns that are in line with the performance of units of ETFs focused on US Treasury Bonds having maturity between 3-10 Years. 

Investment strategy: The scheme follows a passive investment strategy and will be investing in units of ETFs whose underlying securities are US Treasury bonds with minimum term to maturity greater than or equal to three years and less than or equal to ten years.

Asset allocation: The scheme will invest in Securities included in the Units of ETFs focused on US Treasury Bonds having maturity between 3-10 Years.

Who should invest?

Investors with very high risk appetite and want to invest for 5 to 7 years to diversify their portfolio in ETF should invest in Aditya Birla Sun Life US Treasury 3-10 Year Bond ETFs FOF. 

Risk associated: Very high level of risk.

Benchmark: Bloomberg US Treasury 3-10 Year Index.

Fund Managers: Mr. Dhaval Joshi.

The NFO is available for subscription from October 16 to October 30. The schemes will reopen for continuous sale and repurchase within five Business Days from the date of allotment. The fund offers systematic investment solutions like SIP and SWP to create a flexible investment plan. The minimum subscription amount is Rs 100/- and in multiples of any amount thereafter. 

It offers Regular Plan and Direct Plan. Each plan offers Growth and Income options. Click here to invest in Aditya Birla Sun Life US Treasury 3-10 Year Bond ETFs FOF.