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2026-04-07 05:03:59 pm | Source: Accord Fintech
Aditya Birla SL AMC changes risk-o-meter of schemes and benchmark
Aditya Birla SL AMC changes risk-o-meter of schemes and benchmark

Aditya Birla Sun Life AMC has announced notice-cum-addendum to the Scheme Information Document (SID) and Key Information Memorandum (KIM) of the Schemes of Aditya Birla Sun Life Mutual Fund (the Fund). Notice is hereby given that, pursuant to SEBI Master Circular on Mutual Funds dated March 20, 2026, the risk-o-meter of the Scheme, Aditya Birla Sun Life Short Term Fund (An open-ended short-term debt scheme investing in instruments such that the Macaulay duration of the portfolio is between 1-3 years. A relatively high-interest rate risk and moderate credit risk.) has been revised from existing ‘Moderate risk’ to ‘Moderately high risk’. The risk-o-meter of the Scheme, Aditya Birla Sun Life Regular Savings Fund (An open-ended hybrid scheme investing predominantly in debt instruments) has been revised from existing ‘High risk’ to ‘Moderately high risk’. 

The risk-o-meter of the Scheme, Aditya Birla Sun Life Credit Risk Fund (An open-ended debt scheme predominantly investing in AA and below rated corporate bonds. A relatively high-interest rate risk and relatively high credit risk.) has been revised from existing ‘Moderately high risk’ to ‘High risk’. Additionally, the risk-o-meter of the Benchmark of the Scheme, Aditya Birla Sun Life Short Term Fund (An open-ended short-term debt scheme investing in instruments such that the Macaulay duration of the portfolio is between 1-3 years. A relatively high-interest rate risk and moderate credit risk.) has been revised from existing ‘Low to Moderate risk’ to ‘Moderate risk’. The above risk-o-meter is based on evaluation of risk level of the monthly portfolio of the Schemes as at March 31, 2026. 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.

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