Aditya Birla Sun Life US Treasury 3 10 Year Bond ETFs FoF Fund Direct Growth

Aditya Birla Sun Life US Treasury 3 10 Year Bond ETFs FoF Fund Direct Growth is a debt fund. This fund was started on 2 November, 2023. The fund is managed by Bhupesh Bameta. This fund is suitable to keep your money safe.

1. Aditya Birla Sun Life US Treasury 3 10 Year Bond ETFs FoF Fund Direct Growth has ₹174 Cr worth of assets under management (AUM) as on Dec 1969 and is more than category average.
2. The fund has an expense ratio 0.2.
   

Aditya Birla Sun Life US Treasury 3 10 Year Bond ETFs FoF Fund Direct Growth has given a CAGR return of 7.99% since inception. Over the last 1 year the fund has given a CAGR return of 7.84%.

Aditya Birla Sun Life US Treasury 3 10 Year Bond ETFs FoF Fund Direct Growth has allocated its funds majorly in Government, Cash Equivalent, Corporate. Its top holdings are iShares $ Treasury Bd 3-7y ETF USD Acc, iShares $ Treasury Bd 7-10y ETF USD Acc

As it is a other bond mutual fund the taxation is as follows:
If the fund is debt oriented i.e. asset allocation of more than 65% in debt instruments:
Invested before 1 April 2023 and held for less than 24 months, STCG will be taxed at your income slab rate.
Invested before 1 April 2023 and held for more than 24 months, LTCG will be taxed at 12.5%.
Invested after 1 April 2023, capital gains will be taxed at your income slab rate.
Dividends will always be taxed at slab rate.

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. The Scheme does not guarantee/indicate any returns. There is no assurance or guarantee that the investment objective of the Scheme will be achieved.

Minimum investment for lump sum payment is INR 10000.00 and for SIP is INR 100.00. Aditya Birla Sun Life US Treasury 3 10 Year Bond ETFs FoF Fund Direct Growth has no lock in period.