• 1 Year Returns: 6.77%

• Public Banks | 42.30%
• Specialized Finance | 23.74%
• Home Financing | 13.49%
• Consumer Finance | 12.49%
• Private Banks | 6.60%

• Sundaram Finance Ltd. (12/02/2027) ** | 8.78%
• 6.65% LIC Housing Finance Ltd. (15/02/2027) ** | 6.74%
• Aditya Birla Capital Ltd. (09/02/2027) ** | 5.49%
• 7.71% REC Ltd. (26/02/2027) ** | 4.51%
• 7.80% National Bank for Agriculture and Rural Development (15/03/2027) | 4.51%

• Certificate of Deposit | 40.00%
• Commercial Paper | 30.02%
• Corporate Debt | 28.60%
• Cash & Equivalents | 1.38%

The alpha ratio for the Aditya Birla SL CRISIL-IBX Financial Services 3 to 6 Months Debt Index Fund is 0.96

Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

The volatility or standard deviation for the Aditya Birla SL CRISIL-IBX Financial Services 3 to 6 Months Debt Index Fund is 0.43

Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

The Sharpe ratio for the Aditya Birla SL CRISIL-IBX Financial Services 3 to 6 Months Debt Index Fund is 5.44

The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

The Sortino Ratio for the Aditya Birla SL CRISIL-IBX Financial Services 3 to 6 Months Debt Index Fund is 0.72

The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.