ADITYA BIRLA SUN LIFE Nifty India Defence Index Fund

Aditya Birla Sun Life Nifty India Defence Index Fund is a thematic index fund focused on investing in companies that are part of the Nifty India Defence Index. This index comprises companies primarily involved in defense and allied activities within India. The fund aims to replicate the performance of this index, providing investors with exposure to the defense sector, which is expected to grow due to increased government spending, policy support, and the emphasis on indigenization.

Key Features:

• Fund Category: Thematic-Defense, Index Fund
• Benchmark: Nifty India Defence Index
• Investment Objective: The primary objective is to generate returns that closely correspond to the total returns of the Nifty India Defence Index, subject to tracking errors.
• Investment Strategy: The fund primarily invests in companies engaged in the defense sector, including manufacturers of defense equipment, service providers, and related businesses. Since it’s an index fund, the focus is on passive management, aiming to mirror the performance of the underlying index.
• Risk Profile: High. Being a sectoral/thematic fund, it carries a higher risk due to its concentrated exposure to a specific industry.
• Suitable For: Investors looking for exposure to India’s defense sector with a long-term investment horizon and who are willing to accept higher volatility.

Advantages:

• Focused Exposure: Provides direct exposure to the growing Indian defense sector.
• Long-Term Growth Potential: The defense sector in India is expected to benefit from increasing government expenditure and initiatives to boost domestic production.
• Diversification: For investors already holding diversified equity portfolios, this fund can add thematic diversification.

ADITYA BIRLA SUN LIFE Nifty India Defence Index Fund (NFO) Details

To Invest in ADITYA BIRLA SUN LIFE Nifty India Defence Index Fund (NFO) contact us…

Risks:

• Sector Concentration: High risk due to concentrated exposure to a single sector, which may underperform the broader market during certain periods.
• Market Risks: Like all equity funds, this fund is subject to market volatility and economic cycles.
• Tracking Error: As an index fund, there could be some divergence from the performance of the Nifty India Defence Index due to factors like expenses, trading costs, and other factors.

The ADITYA BIRLA SUN LIFE Nifty India Defence Index Fund is an open-ended equity scheme launched by ADITYA BIRLA SUN LIFE MUTUAL FUND,An open-ended equity scheme following Defence based investment theme.

SIPs are good but even better when markets are HIGH

To Invest in ADITYA BIRLA SUN LIFE Nifty India Defence Index Fund (NFO) contact us…

ADITYA BIRLA SUN LIFE Nifty India Defence Index Fund (NFO) Objectives

The investment objective of the Scheme is to provide returns that, before expenses, correspond to the total returns of securities as represented by the Nifty India Defence Total Return Index, subject to tracking errors.

Considering the high valuations at the current juncture, we recommend systematic investing via Systematic Investment Plan (SIP).

For Details Reports Please download the Presentation, SID, KIM from below…

Risk Discloser – MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY. The Scheme being sectoral in nature carries higher risks versus diversified equity mutual funds on account of concentration and sector specific risks. Investors should consult their financial advisers, if in doubt about whether the product is suitable for them. The product labeling assigned during the NFO is based on internal assessment of the scheme characteristics or model portfolio and the same may vary post NFO when the actual investments are made.