MUTUAL FUNDS
Aditya Birla SL AMC changes risk-o-meter of schemes
Sep-10-2026
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. Notice is hereby given that, pursuant to clause 6.16.1 of SEBI Master Circular on Mutual Funds dated March 20, 2026, the Risk-o-meter of the following schemes have been revised as: The Risk-o-meter of Aditya Birla Sun Life Income Plus Arbitrage Active FoF (An open-ended fund of fund scheme investing in dynamically managed portfolio of Debt Funds and Aditya Birla Sun Life Arbitrage Fund) has been revised from existing ‘Moderate risk’ to ‘Low to Moderate risk’. The Risk-o-meter of Aditya Birla Sun Life CRISIL-IBX AAA NBFC-HFC Index - Sep 2026 Fund (An open-ended Target Maturity Index Fund tracking the CRISIL-IBX AAA NBFC-HFC Index - Sep 2026. A moderate interest rate risk and relatively low credit risk) has been revised from existing ‘Moderate risk’ to ‘Low to Moderate risk’. The Risk-o-meter of Aditya Birla Sun Life CRISIL IBX 60:40 SDL + AAA PSU - Apr 2027 Index Fund (An open-ended Target Maturity Index Fund tracking the CRISIL IBX 60:40 SDL + AAA PSU Index - April 2027. A relatively high-interest rate risk and relatively low credit risk) has been revised from existing ‘Low to Moderate risk’ to ‘Low risk’. 

Meanwhile, the risk-o-meter of CRISIL Credit Risk Debt B-II Index, a benchmark index for 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 ‘Moderate risk’. The risk-o-meter of CRISIL IBX 60:40 SDL + AAA PSU Index - April 2027, a benchmark index for Aditya Birla Sun Life CRISIL IBX 60:40 SDL + AAA PSU - Apr 2027 Index Fund (An open ended Target Maturity Index Fund tracking the CRISIL IBX 60:40 SDL + AAA PSU Index - April 2027.A relatively high interest rate risk and relatively low credit risk), has been revised from existing ‘Low to Moderate risk’ to ‘Low risk’. The risk-o-meter of Nifty Short Duration Debt Index A-II, a benchmark index for 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 of August 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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