Change in the name and benchmark of few FoF schemes of Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Mutual Fund has announced some changes in the following FoF schemes, effective August 31, 2025:

1. Aditya Birla Sun Life Asset Allocator FOF:

• The scheme name has changed to 'Aditya Birla Sun Life Multi-Asset Omni FOF'.
• As per the updated asset allocation, the fund will invest 10-80 per cent in the units of both active and passive equity and debt schemes, and 10-50 per cent in the units of commodities ETFs.
• The benchmark of the scheme has changed from 'CRISIL Hybrid 50+50 - Moderate Index' to '50% Nifty 500 TRI + 35% NIFTY Short Duration Debt Index + 10% Domestic Price of Physical Gold + 5% Domestic Prices of Silver'

2. Aditya Birla Sun Life Debt Plus Arbitrage FOF:

• The scheme name has changed to 'Aditya Birla Sun Life Income plus Arbitrage Active FOF'.
• The benchmark of the scheme has changed from 'CRISIL Composite Bond Index (60%) + NIFTY 50 Arbitrage Index TRI (40%)' to 'CRISIL Short Term Bond Fund Index (60%) + NIFTY 50 Arbitrage TRI (40%)'

3. Aditya Birla Sun Life Financial Planning FOF & Aggressive Plan:

• The scheme name has changed to 'Aditya Birla Sun Life Dynamic Asset Allocation Omni FOF'.
• As per the updated asset allocation, the fund will invest 0-100 per cent in the units of both active and passive equity and debt schemes.
• The benchmark of the scheme has changed from 'CRISIL Hybrid 35+65 - Aggressive Index' to 'CRISIL Hybrid 50+50 - Moderate Index'

4. Aditya Birla Sun Life Financial Planning FOF – Conservative Plan:

• The scheme name has changed to 'Aditya Birla Sun Life Conservative Hybrid Active FOF'.
• As per the updated asset allocation, the fund will invest 10-25 per cent in the units of active and passive equity schemes and 75-90 per cent in the units of active and passive debt schemes.
• The benchmark of the scheme has changed from 'CRISIL Hybrid 35+65 - Aggressive Index' to 'CRISIL Hybrid 85+15 - Conservative Index'

5. Aditya Birla Sun Life Financial Planning FOF – Moderate Plan:

• The scheme name has changed to 'Aditya Birla Sun Life Aggressive Hybrid Omni FOF'.
• As per the updated asset allocation, the fund will invest 65-80 per cent in the units of active and passive equity schemes and 20-35 per cent in the units of active and passive debt schemes.
• The benchmark of the scheme has changed from 'CRISIL Hybrid 50+50 - Moderate Index' to 'CRISIL Hybrid 35+65 Aggressive Index'

6. Aditya Birla Sun Life NASDAQ 100 FOF:

• The scheme name has changed to 'Aditya Birla Sun Life US Equity Passive FOF'.

7. Aditya Birla Sun Life Multi - Index Fund of Funds:

• The scheme name has changed to 'Aditya Birla Sun Life Multi – Asset Passive FoF'.
• The benchmark of the scheme has changed from '50% Nifty 500 TRI + 30% NIFTY Low Duration Debt Index A-I+ 10% MSCI AC World Index + 5% Domestic Price of Physical Gold + 5% Price of silver' to '50% Nifty 500 TRI + 35% NIFTY Short Duration Debt Index + 10% Domestic Price of Physical Gold + 5% Domestic Price of Silver'