• 1 Year Returns: 6.23%

• Specialized Finance | 53.59%
• Public Banks | 19.77%
• Home Financing | 15.74%
• Consumer Finance | 9.38%
• Miscellaneous | 1.67%

• Kotak Mahindra Prime Ltd. (23/07/2027) ** | 8.79%
• L&T Finance Ltd. (08/09/2027) ** | 8.76%
• Bajaj Finance Ltd. (03/06/2027) ** | 7.16%
• Small Industries Development Bank of India (27/08/2027) **# | 7.04%
• TATA Capital Ltd. (09/09/2027) ** | 7.01%

• Commercial Paper | 42.29%
• Corporate Debt | 41.31%
• Certificate of Deposit | 14.88%
• Cash & Equivalents | 1.52%

The alpha ratio for the Aditya Birla SL CRISIL-IBX Financial Services 9-12 Months Debt Index Fund(IDCW) is 0.79

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(IDCW) is 0.63

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(IDCW) is 2.87

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(IDCW) is 0.36

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.