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Aditya Birla Sun Life CRISIL IBX 60 40 SDL +AAA PSU Apr 2027 Index Fund Growth Return

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

Aditya Birla Sun Life CRISIL IBX 60 40 SDL +AAA PSU Apr 2027 Index Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹1,308 Cr

Lock In Period

N/A

Expense Ratio

0.38

Exit Load

Nil

Benchmark

CRISIL IBX 60:40 SDL + AAA PSU Index - April 2027

Aditya Birla Sun Life CRISIL IBX 60 40 SDL +AAA PSU Apr 2027 Index Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.33-0.720.85
6M2.801.363.59
1Y5.693.057.51
3Y7.2810.5324.57

Portfolio Analysis

  • Equity:
  • Debt: 96.10%
  • Others
As on: 2026-10-15
View allocation % by

1. State Government Securities (15/02/2027)18.69%
2. 7.80% National Bank for Agriculture and Rural Development (15/03/2027)9.72%
3. State Government Securities (11/01/2027)7.20%
4. 7.64% REC Ltd. (30/04/2027)6.15%
5. State Government Securities (01/03/2027)5.56%
6. State Government Securities (15/03/2027)4.61%
7. State Government Securities (29/03/2027)3.99%
8. State Government Securities (25/01/2027)3.45%
9. 7.71% REC Ltd. (26/02/2027)2.68%
10. National Bank for Agriculture and Rural Development (04/02/2027)1.87%
11. 0% GOI - (19/03/2027) STRIPS1.54%
12. State Government Securities (12/04/2027)1.53%
13. National Bank for Agriculture and Rural Development (02/03/2027)1.49%
14. State Government Securities (28/12/2026)1.23%
15. 0% GOI - (15/12/2026) STRIPS0.79%
16. State Government Securities (09/11/2026)0.77%
17. 7.18% Power Finance Corporation Ltd. (20/01/2027)0.76%
18. 7.79% Small Industries Development Bank of India (19/04/2027)0.38%
19. Government of India (15/11/2026)0.23%

1. 7.95% REC Ltd. (12/03/2027)4.59%
2. 7.23% Power Finance Corporation Ltd. (05/01/2027)3.82%
3. 7.83% Indian Railway Finance Corporation Ltd. (19/03/2027)2.30%
4. 7.75% Power Finance Corporation Ltd. (22/03/2027)2.30%

1. Government of India (15/02/2027)6.23%

1. State Government Securities (24/03/2027)3.83%
2. State Government Securities (08/04/2027)0.39%
No Data Found
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About Fund Aditya Birla Sun Life CRISIL IBX 60 40 SDL +AAA PSU Apr 2027 Index Fund Growth

Aditya Birla Sun Life CRISIL IBX 60 40 SDL +AAA PSU Apr 2027 Index Fund Growth managed by Aditya Birla Sun Life Mutual Fund,is a Debt - Gilt / Govt.scheme with Assets Under Management of ₹1,308 Crore. The fund benchmarks its performance against the CRISIL IBX 60:40 SDL + AAA PSU Index - April 2027 while maintaining an expense ratio of 0.38. 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).

Aditya Birla Sun Life CRISIL IBX 60 40 SDL +AAA PSU Apr 2027 Index Fund Growth FAQs

Aditya Birla Sun Life CRISIL IBX 60 40 SDL +AAA PSU Apr 2027 Index Fund 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 2027 Index Fund Growth is 0.38. 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 2027 Index Fund Growth’s fund performance is as follows:
  • 1 Month : 0.33%
  • 6 Months : 2.80%
  • 1 Year : 5.69%
  • 3 Years : 7.28%
Returns of Aditya Birla Sun Life CRISIL IBX 60 40 SDL +AAA PSU Apr 2027 Index Fund Growth are updated daily based on NAV of ₹ 13.1534 as on Oct 30,2026. Since inception, the return has been 23.46%.

You can invest in Aditya Birla Sun Life CRISIL IBX 60 40 SDL +AAA PSU Apr 2027 Index Fund 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 2027 Index Fund Growth is ₹1,308 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 2027 Index Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
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