{"id":230093,"date":"2026-09-03T19:13:27","date_gmt":"2026-09-03T13:43:27","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/?p=230093"},"modified":"2026-09-03T19:13:29","modified_gmt":"2026-09-03T13:43:29","slug":"aditya-birla-sl-us-treasury-1-3-year-bonds-etfs-passive-fof-direct-growth-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-us-treasury-1-3-year-bonds-etfs-passive-fof-direct-growth-review-2026\/","title":{"rendered":"Aditya Birla SL US Treasury 1-3 Year Bonds ETFs Passive FOF Direct Growth Review 2026: NAV, Returns, Portfolio &#038; Should You Invest?"},"content":{"rendered":"<p><a href=\"https:\/\/univest.in\/mutual-funds\/aditya-birla-sl-us-treasury-1-3-year-bonds-etfs-passive-fof-g-direct-plan\">Aditya Birla SL US Treasury 1-3 Year Bonds ETFs Passive FOF Direct Growth Plan<\/a> has a NAV of \u20b912.8187 as of 02 Sep 2026 and scheme AUM of \u20b972 Cr. Its 1-year, 3-year and 5-year returns are 10.39%, 0% and 0%, and the scheme sits in the High Risk category.<\/p>\n<p>Our view is that this is a specialised overseas debt fund-of-funds rather than a broad market holding. The recent return profile is positive over 1 year, but the longer-range figures do not yet show a fuller compounding record, so the appeal is more about targeted exposure and portfolio fit than a long operating history.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-us-treasury-1-3-year-bonds-etfs-passive-fof-direct-growth-review-2026\/#Quick_facts\" title=\"Quick facts\">Quick facts<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-us-treasury-1-3-year-bonds-etfs-passive-fof-direct-growth-review-2026\/#Performance\" title=\"Performance\">Performance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-us-treasury-1-3-year-bonds-etfs-passive-fof-direct-growth-review-2026\/#Should_you_BUY_or_HOLD_Aditya_Birla_SL_US_Treasury_1-3_Year_Bonds_ETFs_Passive_FOF\" title=\"Should you BUY or HOLD Aditya Birla SL US Treasury 1-3 Year Bonds ETFs Passive FOF?\">Should you BUY or HOLD Aditya Birla SL US Treasury 1-3 Year Bonds ETFs Passive FOF?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-us-treasury-1-3-year-bonds-etfs-passive-fof-direct-growth-review-2026\/#Peer_comparison\" title=\"Peer comparison\">Peer comparison<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-us-treasury-1-3-year-bonds-etfs-passive-fof-direct-growth-review-2026\/#Portfolio_where_your_money_goes\" title=\"Portfolio: where your money goes\">Portfolio: where your money goes<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-us-treasury-1-3-year-bonds-etfs-passive-fof-direct-growth-review-2026\/#Who_should_invest\" title=\"Who should invest\">Who should invest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-us-treasury-1-3-year-bonds-etfs-passive-fof-direct-growth-review-2026\/#Tax_and_exit_load\" title=\"Tax and exit load\">Tax and exit load<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-us-treasury-1-3-year-bonds-etfs-passive-fof-direct-growth-review-2026\/#Frequently_asked_questions\" title=\"Frequently asked questions\">Frequently asked questions<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-us-treasury-1-3-year-bonds-etfs-passive-fof-direct-growth-review-2026\/#What_is_the_current_NAV_of_Aditya_Birla_SL_US_Treasury_1-3_Year_Bonds_ETFs_Passive_FOF_Direct_Growth_Plan\" title=\"What is the current NAV of Aditya Birla SL US Treasury 1-3 Year Bonds ETFs Passive FOF Direct Growth Plan?\">What is the current NAV of Aditya Birla SL US Treasury 1-3 Year Bonds ETFs Passive FOF Direct Growth Plan?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-us-treasury-1-3-year-bonds-etfs-passive-fof-direct-growth-review-2026\/#What_are_the_funds_1-year_3-year_and_5-year_returns\" title=\"What are the fund\u2019s 1-year, 3-year and 5-year returns?\">What are the fund\u2019s 1-year, 3-year and 5-year returns?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-us-treasury-1-3-year-bonds-etfs-passive-fof-direct-growth-review-2026\/#How_has_the_fund_performed_versus_the_benchmark\" title=\"How has the fund performed versus the benchmark?\">How has the fund performed versus the benchmark?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-us-treasury-1-3-year-bonds-etfs-passive-fof-direct-growth-review-2026\/#How_does_it_compare_with_peer_funds_on_available_return_data\" title=\"How does it compare with peer funds on available return data?\">How does it compare with peer funds on available return data?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-us-treasury-1-3-year-bonds-etfs-passive-fof-direct-growth-review-2026\/#What_is_the_minimum_SIP_amount\" title=\"What is the minimum SIP amount?\">What is the minimum SIP amount?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-us-treasury-1-3-year-bonds-etfs-passive-fof-direct-growth-review-2026\/#Who_manages_the_fund_and_what_is_its_risk_profile\" title=\"Who manages the fund and what is its risk profile?\">Who manages the fund and what is its risk profile?<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-us-treasury-1-3-year-bonds-etfs-passive-fof-direct-growth-review-2026\/#Bottom_line\" title=\"Bottom line\">Bottom line<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-us-treasury-1-3-year-bonds-etfs-passive-fof-direct-growth-review-2026\/#Explore_mutual_funds_with_Univest\" title=\"Explore mutual funds with Univest\">Explore mutual funds with Univest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-us-treasury-1-3-year-bonds-etfs-passive-fof-direct-growth-review-2026\/#RIA_disclosure\" title=\"RIA disclosure\">RIA disclosure<\/a><\/li><\/ul><\/nav><\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Quick_facts\"><\/span>Quick facts<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Particular<\/th>\n<th>Details<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>NAV<\/td>\n<td>\u20b912.8187 as of 02 Sep 2026<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b972 Cr<\/td>\n<\/tr>\n<tr>\n<td>Expense Ratio<\/td>\n<td>0.19%<\/td>\n<\/tr>\n<tr>\n<td>Launch Date<\/td>\n<td>31 Oct 2023<\/td>\n<\/tr>\n<tr>\n<td>Min SIP<\/td>\n<td>\u20b9100<\/td>\n<\/tr>\n<tr>\n<td>Risk Category<\/td>\n<td>High Risk<\/td>\n<\/tr>\n<tr>\n<td>Benchmark<\/td>\n<td>Nifty 50<\/td>\n<\/tr>\n<tr>\n<td>Fund Category<\/td>\n<td>Others<\/td>\n<\/tr>\n<tr>\n<td>Exit Load<\/td>\n<td>0.25% on or before 30D, Nil after 30D<\/td>\n<\/tr>\n<tr>\n<td>Fund Managers<\/td>\n<td>Vighnesh Gupta, Bhupesh Bameta<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund is managed by Vighnesh Gupta and Bhupesh Bameta.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 02 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Performance\"><\/span>Performance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Period<\/th>\n<th>Fund return<\/th>\n<th>Benchmark return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>1M<\/td>\n<td>-0.2%<\/td>\n<td>-3.47%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>-0.2%<\/td>\n<td>2.17%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>10.39%<\/td>\n<td>-3.84%<\/td>\n<\/tr>\n<tr>\n<td>3Y<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td>5Y<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund\u2019s recent pattern is mixed but not weak in context. Over 1 month and 3 months, the return stayed slightly negative, which suggests some short-term fluctuation rather than a steady month-by-month climb. Even so, the 1-year figure is comfortably positive at 10.39%, while the benchmark is negative over the same period.<\/p>\n<p>That one-year gap matters because it shows the scheme has behaved differently from the benchmark over a longer stretch, even though the shorter windows have not been uniformly strong. For an investor looking at overseas fixed-income exposure, that can be useful: the fund has not just tracked the benchmark passively in every period, and the 1-year outcome has been materially better.<\/p>\n<p>At the same time, the absence of 3-year and 5-year return history means we cannot judge whether the recent 1-year result is part of a longer compounding pattern. Our reading is that this is still an early-stage performance record, so the shorter-run numbers deserve more weight than a long-term claim.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 02 Sep 2026<\/small><\/p>\n<section class=\"univest-mf-premium-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;border:1px solid #d8e3f0;background:#f7faff\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Should_you_BUY_or_HOLD_Aditya_Birla_SL_US_Treasury_1-3_Year_Bonds_ETFs_Passive_FOF\"><\/span>Should you BUY or HOLD Aditya Birla SL US Treasury 1-3 Year Bonds ETFs Passive FOF?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>A fund&#8217;s past returns alone don&#8217;t tell you whether you should buy it today or continue holding it.<\/p>\n<p>The right decision depends on factors such as your current allocation, purchase price, risk profile, investment horizon and the role this fund plays in your overall portfolio.<\/p>\n<p><strong>Already holding Aditya Birla SL US Treasury 1-3 Year Bonds ETFs Passive FOF? Thinking of investing now?<\/strong><\/p>\n<p><a href=\"https:\/\/univest.in\/mutual-funds\" style=\"font-weight:700;text-decoration:none\">Get your portfolio analysed for FREE by SEBI-registered Investment Adviser (RIA) through Univest MF Premium<\/a><\/p>\n<\/section>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Peer_comparison\"><\/span>Peer comparison<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Fund<\/th>\n<th>1Y return<\/th>\n<th>3Y return<\/th>\n<th>5Y return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/aditya-birla-sl-us-treasury-1-3-year-bonds-etfs-passive-fof-g-direct-plan\">Aditya Birla SL US Treasury 1-3 Year Bonds ETFs Passive FOF Direct Growth Plan<\/a><\/td>\n<td>10.39%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/dsp-silver-etf-fof-g-direct-plan\">DSP Silver ETF FoF Direct Growth Plan<\/a><\/td>\n<td>81.69%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/icici-pru-silver-etf-fof-g-direct-plan\">ICICI Pru Silver ETF FOF Direct Growth Plan<\/a><\/td>\n<td>81.43%<\/td>\n<td>42.74%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/uti-silver-etf-fof-g-direct-plan\">UTI Silver ETF FoF Direct Growth Plan<\/a><\/td>\n<td>81.22%<\/td>\n<td>42.43%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/tata-silver-etf-fof-g-direct-plan\">Tata Silver ETF FoF Direct Growth Plan<\/a><\/td>\n<td>77.89%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/uti-gold-etf-fof-g-direct-plan\">UTI Gold ETF FoF Direct Growth Plan<\/a><\/td>\n<td>42.84%<\/td>\n<td>35.22%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>This assessment is prepared by Uniapps Investment Adviser Pvt. Ltd. under SEBI Registered Investment Adviser registration INA000017639.<\/p>\n<p>On the available 1-year numbers, this fund trails the peer returns by a wide margin, while the peer group itself is showing much stronger recent momentum. That contrast is important: the fund\u2019s 10.39% one-year return is positive, but it sits far below the 40%+ and 80%+ figures shown by several peers.<\/p>\n<p>The longer-term comparison is harder to make because this fund does not yet have 3-year or 5-year figures, while a few peers do. Where longer data is available for peers, those funds still show much stronger multi-year outcomes than this scheme\u2019s current record can demonstrate. So the short-term and longer-term peer comparisons both point to the same basic message: the fund\u2019s return history is currently much shorter and much lighter than the stronger peer records.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 02 Sep 2026<\/small><\/p>\n<div class=\"univest-peer-login-cta\" style=\"margin:20px 0;padding:16px 18px;border:1px solid #d8e3f0;border-radius:8px;background:#f7faff\">\n<p style=\"margin:0\"><strong>Want to know more?<\/strong> <a href=\"https:\/\/univest.in\/user\/log-in\" style=\"font-weight:700;text-decoration:none\">Log in to Univest<\/a> for more mutual fund insights.<\/p>\n<\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Portfolio_where_your_money_goes\"><\/span>Portfolio: where your money goes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding<\/th>\n<th>Sector<\/th>\n<th>Weight<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Ishares Usd Treasury Bond 1-3YR Ucits ETF<\/td>\n<td>Overseas Mutual Fund Units<\/td>\n<td>96.2%<\/td>\n<\/tr>\n<tr>\n<td>TREPS<\/td>\n<td>Cash &amp; Cash Equivalents and Net Assets<\/td>\n<td>2.46%<\/td>\n<\/tr>\n<tr>\n<td>SPDR Bloomberg 1-3 Year U.S. Treasury Bond Ucits<\/td>\n<td>Overseas Mutual Fund Units<\/td>\n<td>1.28%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>With a 96.2% position in the largest holding, the portfolio is clearly dominated by one overseas bond ETF. That means the fund\u2019s day-to-day outcome is likely to be influenced mainly by that single underlying exposure, with the cash balance and the second ETF playing much smaller roles.<\/p>\n<p>The drop from 96.2% to 2.46% is steep, and the third holding at 1.28% adds only a little more diversification. In practical terms, the disclosed holdings are not spread evenly across many positions; they are highly concentrated in the lead ETF, so any move in that underlying instrument can matter a lot more than the rest of the basket.<\/p>\n<p>The combined weight of the disclosed holdings is 99.94%, and there are only 3 holdings in total. That makes the structure very compact rather than layered with a long tail. For investors, this may appeal if the goal is a tight, targeted foreign Treasury exposure, but it also means the fund\u2019s return profile could stay closely tied to a small set of positions.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 02 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_should_invest\"><\/span>Who should invest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund is better suited to investors who are comfortable with High Risk tagging and want a specialised overseas debt allocation rather than a conventional diversified hybrid or equity option. The 1-year return is positive, but the 3-year and 5-year figures are not yet available, so the main attraction is the current exposure profile, not a long performance history.<\/p>\n<p>It may suit a longer horizon where the investor can tolerate short-term variation and does not expect the benchmark to be the main driver of outcomes. The trade-off is straightforward: you get a focused foreign Treasury ETF-of-ETFs structure with a low expense ratio, but you accept that the portfolio is concentrated and the return record is still young.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Tax_and_exit_load\"><\/span>Tax and exit load<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding period<\/th>\n<th>Tax rate<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Units held less than 1 year<\/td>\n<td>20%<\/td>\n<td>Short-term capital gains tax<\/td>\n<\/tr>\n<tr>\n<td>Units held more than 1 year<\/td>\n<td>12.5%<\/td>\n<td>Long-term capital gains tax<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><strong>Exit load:<\/strong> 0.25% on or before 30D, Nil after 30D<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 02 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Frequently_asked_questions\"><\/span>Frequently asked questions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_is_the_current_NAV_of_Aditya_Birla_SL_US_Treasury_1-3_Year_Bonds_ETFs_Passive_FOF_Direct_Growth_Plan\"><\/span>What is the current NAV of Aditya Birla SL US Treasury 1-3 Year Bonds ETFs Passive FOF Direct Growth Plan?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The NAV is \u20b912.8187 as of 02 Sep 2026.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_are_the_funds_1-year_3-year_and_5-year_returns\"><\/span>What are the fund\u2019s 1-year, 3-year and 5-year returns?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The 1-year return is 10.39%, while the 3-year and 5-year returns are not available.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_has_the_fund_performed_versus_the_benchmark\"><\/span>How has the fund performed versus the benchmark?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Over 1 year, the fund\u2019s return is 10.39% versus -3.84% for the benchmark. Over 1 month and 3 months, the fund is slightly negative, while the benchmark is also mixed across those windows.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_does_it_compare_with_peer_funds_on_available_return_data\"><\/span>How does it compare with peer funds on available return data?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Its 1-year return is lower than the available peer figures shown here, which range from 42.84% to 81.69%. Several peers also show longer multi-year return histories.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_is_the_minimum_SIP_amount\"><\/span>What is the minimum SIP amount?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The minimum SIP amount is \u20b9100.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_manages_the_fund_and_what_is_its_risk_profile\"><\/span>Who manages the fund and what is its risk profile?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The fund is managed by Vighnesh Gupta and Bhupesh Bameta. It is tagged as High Risk, and the portfolio is concentrated mainly in one overseas Treasury ETF.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Bottom_line\"><\/span>Bottom line<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund\u2019s short-term picture is better than its benchmark over 1 year, but the broader return record is still limited, with 3-year and 5-year figures not available. Compared with the peer examples shown, the fund\u2019s recent return is much lower, while its portfolio is notably concentrated in a single overseas bond ETF. That makes it a niche, focused holding rather than a broad all-weather option, and it is likely to suit investors who specifically want that foreign Treasury exposure.<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 3 September 2026 at 6:46 PM IST<\/p>\n<section class=\"univest-login-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;background:#eef5ff;border:1px solid #cddff7;text-align:center\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Explore_mutual_funds_with_Univest\"><\/span>Explore mutual funds with Univest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Review mutual fund data, compare performance and explore fund insights on Univest.<\/p>\n<p><a href=\"https:\/\/univest.in\/user\/log-in\" style=\"display:inline-block;padding:11px 20px;border-radius:6px;background:#1f4e79;color:#fff !important;text-decoration:none;font-weight:700\">Explore Univest<\/a><\/p>\n<\/section>\n<section class=\"univest-disclaimer\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"RIA_disclosure\"><\/span>RIA disclosure<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This review is prepared by Uniapps Investment Adviser Pvt. Ltd. (earlier known as Uniapps Global Research Pvt. Ltd.) under SEBI Registered Investment Adviser registration INA000017639 for general informational purposes and is not personalized investment advice.<\/p>\n<\/section>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"InvestmentFund\",\"name\":\"Aditya Birla SL US Treasury 1-3 Year Bonds ETFs Passive FOF Direct Growth Plan\",\"identifier\":\"aditya-birla-sl-us-treasury-1-3-year-bonds-etfs-passive-fof-g-direct-plan\",\"category\":\"Others\",\"dateCreated\":\"31 Oct 2023\",\"isAccessibleForFree\":true,\"additionalProperty\":[{\"@type\":\"PropertyValue\",\"name\":\"NAV\",\"value\":12.8187,\"valueReference\":\"as of 02 Sep 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"72 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"0.19\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty 50\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":10.39},{\"@type\":\"PropertyValue\",\"name\":\"3Y Return\",\"value\":0},{\"@type\":\"PropertyValue\",\"name\":\"5Y Return\",\"value\":0},{\"@type\":\"PropertyValue\",\"name\":\"Fund Managers\",\"value\":\"Vighnesh Gupta, Bhupesh Bameta\"}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the current NAV of Aditya Birla SL US Treasury 1-3 Year Bonds ETFs Passive FOF Direct Growth Plan?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The NAV is \u20b912.8187 as of 02 Sep 2026.\"}},{\"@type\":\"Question\",\"name\":\"What are the fund\u2019s 1-year, 3-year and 5-year returns?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The 1-year return is 10.39%, while the 3-year and 5-year returns are not available.\"}},{\"@type\":\"Question\",\"name\":\"How has the fund performed versus the benchmark?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Over 1 year, the fund\u2019s return is 10.39% versus -3.84% for the benchmark. Over 1 month and 3 months, the fund is slightly negative, while the benchmark is also mixed across those windows.\"}},{\"@type\":\"Question\",\"name\":\"How does it compare with peer funds on available return data?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Its 1-year return is lower than the available peer figures shown here, which range from 42.84% to 81.69%. Several peers also show longer multi-year return histories.\"}},{\"@type\":\"Question\",\"name\":\"What is the minimum SIP amount?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The minimum SIP amount is \u20b9100.\"}},{\"@type\":\"Question\",\"name\":\"Who manages the fund and what is its risk profile?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund is managed by Vighnesh Gupta and Bhupesh Bameta. It is tagged as High Risk, and the portfolio is concentrated mainly in one overseas Treasury ETF.\"}}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Person\",\"name\":\"{{ANALYST_NAME}}\",\"affiliation\":{\"@type\":\"Organization\",\"name\":\"Uniapps Investment Adviser Pvt. Ltd.\"},\"description\":\"Uniapps Investment Adviser Pvt. Ltd. \u2014 SEBI Registered Investment Adviser INA000017639\"}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Aditya Birla SL US Treasury 1-3 Year Bonds ETFs Passive FOF Direct Growth Plan has a NAV of \u20b912.8187 as of 02 Sep 2026 and scheme AUM of \u20b972 Cr. Its 1-year return is 10.39%, while 3-year and 5-year returns are not available.<\/p>\n","protected":false},"author":29,"featured_media":230092,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3841],"tags":[],"class_list":["post-230093","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["230092"],"rank_math_title":["Aditya Birla US Treasury FOF NAV &amp; Review"],"rank_math_description":["Aditya Birla SL US Treasury 1-3 Year Bonds ETFs Passive FOF Direct Growth Plan NAV is \u20b912.8187; 1Y return is 10.39%."],"rank_math_focus_keyword":["Aditya Birla SL US Treasury 1-3 Year Bonds ETFs Passive FOF Direct Growth Plan 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