• 1 Year Returns: 6.47%

• Specialized Finance | 31.63%
• Public Banks | 31.18%
• Home Financing | 23.87%
• Private Banks | 8.28%
• Consumer Finance | 4.08%

• Aditya Birla Capital Limited (26/02/2027) ** | 9.83%
• Bajaj Housing Finance Limited (12/03/2027) ** | 9.82%
• National Bank For Agriculture and Rural Development (10/03/2027) ** # | 7.86%
• Kotak Mahindra Prime Limited (05/03/2027) ** | 7.85%
• 6.65% LIC Housing Finance Limited (15/02/2027) ** | 6.08%

• Commercial Paper | 42.10%
• Certificate of Deposit | 39.46%
• Corporate Debt | 17.48%
• Cash & Equivalents | 0.96%

The alpha ratio for the Aditya Birla SL CRISIL-IBX Financial Services 9-12 Months Debt Index Fund is 0.80

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 9-12 Months Debt Index Fund is 0.61

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 9-12 Months Debt Index Fund is 3.34

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 9-12 Months Debt Index Fund is 0.42

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.