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  • Aditya Birla Sun Life CRISIL IBX 60 40 SDL +AAA PSU Apr 2025 Index Fund -DP Growth

Return

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  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹136 Cr

Lock In Period

N/A

Expense Ratio

0.2

Benchmark

CRISIL IBX 60:40 SDL + AAA PSU Index - April 2025

Exit Load

Nil

Summary

Latest details for Aditya Birla Sun Life CRISIL IBX 60 40 SDL +AAA PSU Apr 2025 Index Fund -DP Growth include a ₹11.9222 NAV as of Apr 30,2025 and returns since inception of 19.93%. Minimum investments start at SIP ₹500. The Aditya Birla Sun Life CRISIL IBX 60 40 SDL +AAA PSU Apr 2025 Index Fund -DP Growth AUM is ₹136 Cr, with a lock-in of N/A years, expense ratio of 0.2%, and benchmark CRISIL IBX 60:40 SDL + AAA PSU Index - April 2025. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.55% returns, against a category average of 2.20% and a category best of 2.63%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.552.202.63
6M3.302.333.59
1Y7.106.227.51
3Y6.2516.1224.50

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2025-04-30
View allocation % by

1. Clearing Corporation of India Limited97.81%
2. Net Receivables / (Payables)2.19%

About Fund

Aditya Birla Sun Life CRISIL IBX 60 40 SDL +AAA PSU Apr 2025 Index Fund -DP Growth managed by Aditya Birla Sun Life Mutual Fund,is a Debt - Gilt / Govt.scheme with Assets Under Management of ₹136 Crore. The fund benchmarks its performance against the CRISIL IBX 60:40 SDL + AAA PSU Index - April 2025 while maintaining an expense ratio of 0.2. Under the expert guidance of Mohit Sharma ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Mohit Sharma

Mr. Mohit Sharma holds PGDCM - IIM Calcutta, B Tech - IIT Madras He has around 10 years of experience of which 7 years are in financial markets. Prior to joining Birla Sun Life Asset Management Co. Ltd, he ran his own healthcare- tech business (June 2012 - May 2015). He has also worked as an Interest Rates Trader in Standard Chartered Bank (May 2007 - June 2011) and ICICI Bank Ltd (June 2006 - April 2007). He started his career in the Equity Research in Irevna Ltd (June 2005 - June 2006).

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundAditya Birla Sun Life CRISIL IBX 60 40 SDL +AAA PSU Apr 2025 Index Fund Growth0136.15 CR0.35
This FundAxis CRISIL IBX 70:30 CPSE Plus SDL April 2025 Index Fund Growth0452.2 CR0.27
This FundAditya Birla Sun Life CRISIL IBX 60 40 SDL +AAA PSU Apr 2025 Index Fund -DP Growth0136.15 CR0.2
This FundAditya Birla Sun Life CRISIL IBX Gilt - April 2029 Index Fund Growth0616.32 CR0.38
This FundHDFC Nifty G-Sec July 2031 Index Fund Growth0638.66 CR0.33
Fund Name1Y3Y
This FundAditya Birla Sun Life CRISIL IBX 60 40 SDL +AAA PSU Apr 2025 Index Fund Growth6.947419.4118
This FundAxis CRISIL IBX 70:30 CPSE Plus SDL April 2025 Index Fund Growth7.192219.5818
This FundAditya Birla Sun Life CRISIL IBX 60 40 SDL +AAA PSU Apr 2025 Index Fund -DP Growth7.100419.9344
This FundAditya Birla Sun Life CRISIL IBX Gilt - April 2029 Index Fund Growth4.991623.6132
This FundHDFC Nifty G-Sec July 2031 Index Fund Growth3.646923.7866

FAQs

Aditya Birla Sun Life CRISIL IBX 60 40 SDL +AAA PSU Apr 2025 Index Fund -DP Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Aditya Birla Sun Life CRISIL IBX 60 40 SDL +AAA PSU Apr 2025 Index Fund -DP Growth is 0.2. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Aditya Birla Sun Life CRISIL IBX 60 40 SDL +AAA PSU Apr 2025 Index Fund -DP Growth’s fund performance is as follows:
  • 1 Month : 0.55%
  • 6 Months : 3.30%
  • 1 Year : 7.10%
  • 3 Years : 6.25%
Returns of Aditya Birla Sun Life CRISIL IBX 60 40 SDL +AAA PSU Apr 2025 Index Fund -DP Growth are updated daily based on NAV of ₹ 11.9222 as on Apr 30,2025. Since inception, the return has been 19.93%.

You can invest in Aditya Birla Sun Life CRISIL IBX 60 40 SDL +AAA PSU Apr 2025 Index Fund -DP Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Aditya Birla Sun Life CRISIL IBX 60 40 SDL +AAA PSU Apr 2025 Index Fund -DP Growth is ₹136 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Aditya Birla Sun Life CRISIL IBX 60 40 SDL +AAA PSU Apr 2025 Index Fund -DP Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500