Aditya Birla Sun Life AMC changes risk-o-meter of Medium Term Plan
Aditya Birla Sun Life AMC has announced addendum to the Scheme Information Document (SID) and Key Information Memorandum (KIM) of schemes of Aditya Birla Sun Life Mutual Fund. In terms with Para 17.4.1.h of SEBI Master Circular on Mutual Funds dated May 19, 2023, the Risk-o-meter of Aditya Birla Sun Life Medium Term Plan (An open-ended medium-term debt scheme investing in instruments such that the Macaulay duration of the portfolio is between 3-4 years. 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’. Risk-o-meters are based on evaluation of risk level of the monthly portfolio of the Schemes as at July 31, 2023.
All other details of the Product Labelling 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.
