Aditya Birla SL AMC changes risk-o-meter of benchmark
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. The risk-o-meter of the Benchmark of the following Schemes have been revised as under:
Benchmark - CRISIL Short Term Bond Fund Index (60%) + Nifty 50 Arbitrage TRI (40%) of Aditya Birla Sun Life Income plus Arbitrage Active FOF has been revised to ‘Moderate’. The risk-o-meter for the previous month was ‘Low to Moderate’.
Benchmark - CRISIL Hybrid 50+50 - Moderate Index of Aditya Birla Sun Life Balanced Advantage Fund and Aditya Birla Sun Life Dynamic Asset Allocation Omni FoF has been revised to ‘High’. The risk-o-meter for the previous month was ‘Moderately High’.
Benchmark - CRISIL Hybrid 85+15 - Conservative Index of Aditya Birla Sun Life Conservative Hybrid Active FoF and Aditya Birla Sun Life Regular Savings Fund has been revised to ‘Moderately High’. The risk-o-meter for the previous month was ‘Moderate’.
Benchmark - CRISIL Short Term Debt Hybrid 75+25 Index of Aditya Birla Sun Life Retirement Fund - The 50s Plan has been revised to ‘Moderately High’. The risk-o-meter for the previous month was ‘Moderate’.
Benchmark - CRISIL IBX 60:40 SDL + AAA PSU Index - April 2026 of Aditya Birla Sun Life CRISIL IBX 60:40 SDL + AAA PSU Apr 2026 Index Fund has been revised to ‘Low’. The risk-o-meter for the previous month was ‘Low to Moderate.
Benchmark - CRISIL-IBX AAA NBFC-HFC Index - Dec 2025 of Aditya Birla Sun Life Crisil-IBX AAA NBFC-HFC Index - Dec 2025 Fund has been revised to ‘Low to Moderate’. The risk-o-meter for the previous month was ‘Moderate’.
The above risk-o-meter is based on evaluation of risk level of the monthly portfolio of the Schemes as at October 31, 2025. 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.
