Showing Funds Performance since Sep 07, 2020

| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.55 | 0.09 | 1.14 |
| 6M | 3.30 | 2.24 | 4.14 |
| 1Y | 7.10 | 4.85 | 7.51 |
| 3Y | 6.25 | 12.80 | 26.22 |
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.
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).
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Aditya Birla Sun Life CRISIL IBX 60 40 SDL +AAA PSU Apr 2025 Index Fund Growth | 0 | 136 CR | 0.35 |
| Axis CRISIL IBX 70:30 CPSE Plus SDL April 2025 Index Fund Growth | 0 | 452 CR | 0.27 |
| Aditya Birla Sun Life CRISIL IBX 60 40 SDL +AAA PSU Apr 2025 Index Fund -DP Growth | 0 | 136 CR | 0.2 |
| Invesco India Nifty G-sec Sep 2032 Index Fund Growth | 0 | 49 CR | 0.28 |
| HDFC Nifty G-Sec July 2031 Index Fund Growth | 0 | 635 CR | 0.33 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundAditya Birla Sun Life CRISIL IBX 60 40 SDL +AAA PSU Apr 2025 Index Fund Growth | 6.9474 | 19.4118 |
| This FundAxis CRISIL IBX 70:30 CPSE Plus SDL April 2025 Index Fund Growth | 7.1922 | 19.5818 |
| This FundAditya Birla Sun Life CRISIL IBX 60 40 SDL +AAA PSU Apr 2025 Index Fund -DP Growth | 7.1004 | 19.9344 |
| This FundInvesco India Nifty G-sec Sep 2032 Index Fund Growth | 4.8822 | 25.5781 |
| This FundHDFC Nifty G-Sec July 2031 Index Fund Growth | 5.1178 | 25.5917 |