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
₹10.64
0.01%
NAV as on 17 Feb 26, 12:00 AM
low to moderate risk
low duration
debt
NAV as on 17 Feb 26, 12:00 AM
low to moderate risk
low duration
debt
0.00%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
6.43%p.a.
Since Inception
About Aditya Birla Sun Life CRISIL-IBX Financial Services 9-12 Months Debt Index Fund - Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Aditya Birla Sun Life CRISIL-IBX Financial Services 9-12 Months Debt Index Fund - Growth scheme from Aditya Birla Sun Life AMC Limited. It is a Low Duration mutual fund scheme that predominantly invests in Low Duration stocks of companies. Launched on Mar 2025, Aditya Birla Sun Life CRISIL-IBX Financial Services 9-12 Months Debt Index Fund - Growth is Low Duration fund of its category with 1,278.23 Cr fund under management as on Feb 2026. The expense ratio of this fund is less than that of most other Fund category Low Duration funds.
- Aditya Birla Sun Life CRISIL-IBX Financial Services 9-12 Months Debt Index Fund - Growth delivered 0.0% annual returns during the last year. It has delivered 6.4% average annual returns since the fund was launched.
- Aditya Birla Sun Life CRISIL-IBX Financial Services 9-12 Months Debt Index Fund - Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in debt
Fund Objective
The scheme seeks to generate returns corresponding to the total returns of the securities as represented by the CRISIL-IBX Financial Services 9-12 Months Debt Index before expenses, subject to tracking errors.
Top 10 Holdings
Reverse Repo
0.68%
Net Payables
-0.40%
BAJAJ FINANCE LIMITED 6 NCD 24DC25 FVRS10LAC
0.08%
REC LIMITED SR 205B 5.94 BD 31JN26 FVRS10LAC
2.91%
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 23A 7.40 BD 30JN26 FVRS10LAC
7.97%
SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR V 7.23 LOA 09MR26 FVRS10LAC
2.57%
HDB FINANCIAL SERVICES LIMITED SR A/1(FX)/186 OP 2 8.04 NCD 25FB26 FVRS10LA
13.16%
BAJAJ HOUSING FINANCE LIMITED 7.9237 NCD 16MR26 FVRS10LAC
2.66%
BAJAJ FINANCE LIMITED 7.90 SR 286 TR 9 LOA 17NV25 FVRS10LAC
0.50%
SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR IX 7.59 BD 10FB26 FVRS1LAC
1.00%
Fund Managers
- Mohit Sharma (Mar 2025 - Present)
- Sanjay Pawar (Mar 2025 - Present)
Key Information
View Scheme Document
Aditya Birla Sun Life CRISIL-IBX Financial Services 9-12 Months Debt Index Fund - Growth SIP Calculator
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NRI Mutual Fund Tax on Aditya Birla Sun Life CRISIL-IBX Financial Services 9-12 Months Debt Index 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 Financial Services 9-12 Months Debt Index 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 Financial Services 9-12 Months Debt Index 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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Kotak CRISIL-IBX Financial Services 9 To 12 Months Debt Index Fund -Growth
low to moderate risk | debt
0.0%
Frequently Asked Questions
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