NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹11.07
0.02%
NAV as on 06 Mar 26, 12:00 AM
moderate risk
index funds fixed income
equity
NAV as on 06 Mar 26, 12:00 AM
moderate risk
index funds fixed income
equity
7.49%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
7.46%p.a.
Since Inception
About Aditya Birla Sun Life CRISIL-IBX AAA NBFC-HFC Index-Sep 2026 Fund -Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Aditya Birla Sun Life CRISIL-IBX AAA NBFC-HFC Index-Sep 2026 Fund -Growth scheme from Aditya Birla Sun Life AMC Limited. It is a Index Funds - Fixed Income mutual fund scheme that predominantly invests in Index Funds - Fixed Income stocks of companies. Launched on Sep 2024, Aditya Birla Sun Life CRISIL-IBX AAA NBFC-HFC Index-Sep 2026 Fund -Growth is Index Funds - Fixed Income fund of its category with 202.72 Cr fund under management as on Mar 2026. The expense ratio of this fund is less than that of most other Fund category Index Funds - Fixed Income funds.
- Aditya Birla Sun Life CRISIL-IBX AAA NBFC-HFC Index-Sep 2026 Fund -Growth delivered 7.5% annual returns during the last year. It has delivered 7.5% average annual returns since the fund was launched.
- Aditya Birla Sun Life CRISIL-IBX AAA NBFC-HFC Index-Sep 2026 Fund -Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
The investment objective of the scheme is to generate returns corresponding to the total returns of the securities as represented by the CRISIL-IBX AAA NBFC-HFC Index – Sep 2026 before expenses, subject to tracking errors.
Top 10 Holdings
Reverse Repo
0.25%
Net Receivables
4.02%
ADITYA BIRLA FINANCE LIMITED SR D1 6.550 NCD 24JL26 FVRS10LAC
14.73%
LIC HOUSING FINANCE LIMITED TR 412 6.17 LOA 03SP26 FVRS10LAC
1.22%
KOTAK MAHINDRA INVESTMENTS LIMITED SR III NCD 19MY26 FVRS1LAC
3.13%
MAHINDRA & MAHINDRA FINANCIAL SERVICES LTD SR AG2023 8.10 NCD 21MY26 FVRS1LAC
12.83%
TATA CAPITAL HOUSING FINANCE LIMITED SR A 7.8445 NCD 18SP26 FVRS1LAC
4.94%
HDFC BANK LIMITED SR Q003 7.90 NCD 24AG26 FVRS1CR
2.47%
TOYOTA FINANCIAL SERVICES INDIA LIMITED SR S40 8.15 LOA 07SP26 FVRS1LAC
9.88%
KOTAK MAHINDRA PRIME LIMITED 8.10 NCD 10AP26 FVRS1LAC
4.94%
Fund Managers
- Harshil Suvarnkar (Sep 2024 - Present)
- Vighnesh Gupta (Sep 2024 - Present)
Key Information
View Scheme Document
Aditya Birla Sun Life CRISIL-IBX AAA NBFC-HFC Index-Sep 2026 Fund -Growth SIP Calculator
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NRI Mutual Fund Tax on Aditya Birla Sun Life CRISIL-IBX AAA NBFC-HFC Index-Sep 2026 Fund -Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Aditya Birla Sun Life CRISIL-IBX AAA NBFC-HFC Index-Sep 2026 Fund -Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Aditya Birla Sun Life CRISIL-IBX AAA NBFC-HFC Index-Sep 2026 Fund -Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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