{"id":230095,"date":"2026-09-03T19:16:49","date_gmt":"2026-09-03T13:46:49","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/?p=230095"},"modified":"2026-09-03T19:16:51","modified_gmt":"2026-09-03T13:46:51","slug":"aditya-birla-sl-us-treasury-3-10-year-bond-etfs-passive-fof-direct-growth-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-us-treasury-3-10-year-bond-etfs-passive-fof-direct-growth-review-2026\/","title":{"rendered":"Aditya Birla SL US Treasury 3-10 Year Bond 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-3-10-year-bond-etfs-passive-fof-g-direct-plan\">Aditya Birla SL US Treasury 3-10 Year Bond ETFs Passive FOF Direct Growth Plan<\/a> is at \u20b912.9132 as of 02 Sep 2026, with scheme AUM of \u20b9136 Cr. Its 1-year, 3-year and 5-year returns are 8.35%, 0% and 0%, and the fund carries a High Risk label. Our view is that this is a niche overseas debt-oriented fund that has done better over 1 year than over shorter stretches, but the limited history and volatile recent pattern mean it suits investors who are comfortable with meaningful ups and downs.<\/p>\n<p>The fund\u2019s structure is simple, with almost all money in two US Treasury ETF holdings and a small cash buffer. That makes the portfolio transparent, but it also means performance is closely tied to movements in those underlying overseas bonds and currency-linked dynamics, so it is not a steady local debt substitute.<\/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-3-10-year-bond-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-3-10-year-bond-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-3-10-year-bond-etfs-passive-fof-direct-growth-review-2026\/#Should_you_BUY_or_HOLD_Aditya_Birla_SL_US_Treasury_3-10_Year_Bond_ETFs_Passive_FOF\" title=\"Should you BUY or HOLD Aditya Birla SL US Treasury 3-10 Year Bond ETFs Passive FOF?\">Should you BUY or HOLD Aditya Birla SL US Treasury 3-10 Year Bond 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-3-10-year-bond-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-3-10-year-bond-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-3-10-year-bond-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-3-10-year-bond-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-3-10-year-bond-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-3-10-year-bond-etfs-passive-fof-direct-growth-review-2026\/#What_is_the_current_NAV_of_Aditya_Birla_SL_US_Treasury_3-10_Year_Bond_ETFs_Passive_FOF_Direct_Growth_Plan\" title=\"What is the current NAV of Aditya Birla SL US Treasury 3-10 Year Bond ETFs Passive FOF Direct Growth Plan?\">What is the current NAV of Aditya Birla SL US Treasury 3-10 Year Bond 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-3-10-year-bond-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-3-10-year-bond-etfs-passive-fof-direct-growth-review-2026\/#How_has_it_done_against_the_benchmark\" title=\"How has it done against the benchmark?\">How has it done against 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-3-10-year-bond-etfs-passive-fof-direct-growth-review-2026\/#How_does_it_compare_with_the_peer_funds_listed_here\" title=\"How does it compare with the peer funds listed here?\">How does it compare with the peer funds listed here?<\/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-3-10-year-bond-etfs-passive-fof-direct-growth-review-2026\/#Is_there_a_minimum_SIP_amount\" title=\"Is there a minimum SIP amount?\">Is there a 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-3-10-year-bond-etfs-passive-fof-direct-growth-review-2026\/#What_is_the_risk_level_and_what_does_the_portfolio_look_like\" title=\"What is the risk level and what does the portfolio look like?\">What is the risk level and what does the portfolio look like?<\/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-3-10-year-bond-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-3-10-year-bond-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-3-10-year-bond-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>\u20b912.9132 as of 02 Sep 2026<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b9136 Cr<\/td>\n<\/tr>\n<tr>\n<td>Expense Ratio<\/td>\n<td>0.15%<\/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>-0.66%<\/td>\n<td>-3.47%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>-1.18%<\/td>\n<td>2.17%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>8.35%<\/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 1-year result is the clearest strength in this fund\u2019s record. It has delivered a positive 8.35% return over 1 year while the benchmark return is negative, which tells us the fund has recently behaved very differently from the broad market index used for comparison.<\/p>\n<p>The shorter windows are less smooth. The 1-month return is mildly negative and the 3-month figure is also negative, while the benchmark moved around more sharply over the same horizons. That pattern suggests a fund that can protect parts of the downside in some stretches, but not in a straight line.<\/p>\n<p>The main longer-term limitation is that there is no 3-year or 5-year return history available yet. Because the scheme was launched in late 2023, the record is still short, so the 1-year figure carries more weight than any long-horizon reading.<\/p>\n<p>Even so, the daily pattern visible over recent months shows a choppy path rather than a one-way trend. For investors, that means the fund should be judged more as a specialised overseas fixed-income allocation than as a stable, low-volatility core holding.<\/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_3-10_Year_Bond_ETFs_Passive_FOF\"><\/span>Should you BUY or HOLD Aditya Birla SL US Treasury 3-10 Year Bond 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 3-10 Year Bond 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-3-10-year-bond-etfs-passive-fof-g-direct-plan\">Aditya Birla SL US Treasury 3-10 Year Bond ETFs Passive FOF Direct Growth Plan<\/a><\/td>\n<td>8.35%<\/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. On the available 1-year figures, this fund trails the peer set by a wide margin, while its own 8.35% return remains positive. That gap matters because the peers here are in precious-metals FoFs that have benefited from a much stronger recent cycle.<\/p>\n<p>The longer-horizon comparison is harder to use because this fund does not yet have 3-year or 5-year figures, while some peers do. Where those longer figures are available, the silver and gold FoFs still show materially stronger numbers, so the current fund\u2019s case rests more on its specific overseas Treasury exposure than on return leadership across timeframes.<\/p>\n<p>Short-term and longer-term comparisons therefore tell different stories. The fund has held up positively over 1 year, but it does not yet show the kind of deeper track record that can be judged alongside the longer histories available for some peers.<\/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 3-7YR Ucits ETF<\/td>\n<td>Overseas Mutual Fund Units<\/td>\n<td>72.98%<\/td>\n<\/tr>\n<tr>\n<td>Ishares Usd Treasury Bond 7-10YR Ucits ETF Usd Acc<\/td>\n<td>Overseas Mutual Fund Units<\/td>\n<td>24.44%<\/td>\n<\/tr>\n<tr>\n<td>TREPS<\/td>\n<td>Cash &amp; Cash Equivalents and Net Assets<\/td>\n<td>2.52%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The largest holding is Ishares Usd Treasury Bond 3-7YR Ucits ETF at 72.98%, so one position likely has the most influence on the scheme\u2019s day-to-day movement. The second holding is also large at 24.44%, which means the fund is still very tightly anchored to the same broad theme.<\/p>\n<p>The drop from the largest holding to the cash line is steep, but the portfolio is not spread across a long list of smaller positions because there are only three disclosed holdings. That makes the fund highly concentrated, even though the exposure is split across two Treasury ETF sleeves and a small liquidity balance.<\/p>\n<p>The top holdings together account for 99.94% of the portfolio, and the full disclosed holding count is just 3. In our view, that concentration may make the portfolio easier to understand, but it could also mean returns are heavily shaped by a narrow set of underlying market moves.<\/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 best viewed by investors who can accept a High Risk label and who understand that an overseas bond FoF may not move like a plain domestic debt fund. The 1-year return is positive, but the shorter 1-month and 3-month readings are uneven, so the path has not been smooth.<\/p>\n<p>It may suit a longer holding horizon and a satellite allocation rather than a core portfolio holding. The trade-off is straightforward: you get access to a focused US Treasury strategy with a compact portfolio, but you also accept limited history, benchmark mismatch and returns that can vary meaningfully over short periods.<\/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>Exit load applies as 0.25% if units are sold on or before 30 days, and it is nil after 30 days.<\/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_3-10_Year_Bond_ETFs_Passive_FOF_Direct_Growth_Plan\"><\/span>What is the current NAV of Aditya Birla SL US Treasury 3-10 Year Bond ETFs Passive FOF Direct Growth Plan?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The current NAV is \u20b912.9132 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>Its 1-year return is 8.35%, while the 3-year and 5-year returns are Data not available.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_has_it_done_against_the_benchmark\"><\/span>How has it done against the benchmark?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The fund\u2019s 1-year return of 8.35% is ahead of the benchmark\u2019s -3.84% return. Over 1 month and 3 months, the picture is mixed, with the fund at -0.66% and -1.18% versus the benchmark at -3.47% and 2.17%.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_does_it_compare_with_the_peer_funds_listed_here\"><\/span>How does it compare with the peer funds listed here?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Its 1-year return is much lower than the peer funds shown here, which have much stronger recent readings in silver and gold FoF strategies. The fund\u2019s longer-term figures are not available yet, so direct comparison is mainly on the 1-year number.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Is_there_a_minimum_SIP_amount\"><\/span>Is there a minimum SIP amount?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>No minimum SIP amount is stated here. The fund does not allow SIP investments at present.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_is_the_risk_level_and_what_does_the_portfolio_look_like\"><\/span>What is the risk level and what does the portfolio look like?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The fund is tagged High Risk. Its portfolio is very concentrated, with two US Treasury ETF holdings making up almost all of the scheme and TREPS forming a small cash buffer.<\/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 has a positive 1-year return, but its shorter-term readings are choppier and its track record is still limited, so it looks better suited to investors who can tolerate uncertainty and are comfortable with a focused overseas bond allocation. Compared with the peers shown here, the 1-year return is much softer, while the portfolio remains highly concentrated in two underlying ETF positions. That combination makes it a specialised holding rather than a broad-market alternative.<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 3 September 2026 at 6:47 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 3-10 Year Bond ETFs Passive FOF Direct Growth Plan\",\"identifier\":\"aditya-birla-sl-us-treasury-3-10-year-bond-etfs-passive-fof-g-direct-plan\",\"category\":\"Others\",\"dateCreated\":\"31 Oct 2023\",\"isAccessibleForFree\":true,\"additionalProperty\":[{\"@type\":\"PropertyValue\",\"name\":\"NAV\",\"value\":12.9132,\"valueReference\":\"as of 02 Sep 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"136 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"0.15\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty 50\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":8.35},{\"@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 3-10 Year Bond ETFs Passive FOF Direct Growth Plan?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The current NAV is \u20b912.9132 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\":\"Its 1-year return is 8.35%, while the 3-year and 5-year returns are Data not available.\"}},{\"@type\":\"Question\",\"name\":\"How has it done against the benchmark?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund\u2019s 1-year return of 8.35% is ahead of the benchmark\u2019s -3.84% return. Over 1 month and 3 months, the picture is mixed, with the fund at -0.66% and -1.18% versus the benchmark at -3.47% and 2.17%.\"}},{\"@type\":\"Question\",\"name\":\"How does it compare with the peer funds listed here?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Its 1-year return is much lower than the peer funds shown here, which have much stronger recent readings in silver and gold FoF strategies. The fund\u2019s longer-term figures are not available yet, so direct comparison is mainly on the 1-year number.\"}},{\"@type\":\"Question\",\"name\":\"Is there a minimum SIP amount?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"No minimum SIP amount is stated here. The fund does not allow SIP investments at present.\"}},{\"@type\":\"Question\",\"name\":\"What is the risk level and what does the portfolio look like?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund is tagged High Risk. Its portfolio is very concentrated, with two US Treasury ETF holdings making up almost all of the scheme and TREPS forming a small cash buffer.\"}}]}<\/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 3-10 Year Bond ETFs Passive FOF Direct Growth Plan has a \u20b912.9132 NAV as of 02 Sep 2026, a \u20b9136 Cr AUM, and 8.35% 1-year return.<\/p>\n","protected":false},"author":29,"featured_media":230094,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3841],"tags":[],"class_list":["post-230095","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["230094"],"rank_math_title":["Aditya Birla SL US Treasury 3-10 Yr Bond ETFs | NAV"],"rank_math_description":["Aditya Birla SL US Treasury 3-10 Year Bond ETFs Passive FOF Direct Growth Plan review: NAV \u20b912.9132 and 1Y return 8.35%."],"rank_math_focus_keyword":["Aditya Birla SL US 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