Aditya Birla Sun Life Crisil IBX Financial Services 3to6 MonthsDebtIndex 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 Financial Services 3to6 MonthsDebtIndex Growth Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹1000

AUM (Fund size)

2,640 Cr

Lock In Period

N/A

Expense Ratio

0.38

Exit Load

Nil

Benchmark

CRISIL IBX Financial Services 3 to 6 Months DebtIndex

Aditya Birla Sun Life Crisil IBX Financial Services 3to6 MonthsDebtIndex Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.70-1.080.85
6M3.862.473.97
1Y6.844.337.51
3Y0.0012.5025.62

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2026-08-15
View allocation % by

1. 8.95% Bharti Telecom Ltd. (04/12/2026)6.65%
2. HDFC Bank Ltd. (19/11/2026)6.33%
3. Axis Bank Ltd. (26/11/2026)5.58%
4. Axis Bank Ltd. (07/12/2026)4.64%
5. SMFG India Credit Company Ltd. (25/09/2026)3.76%
6. Small Industries Development Bank of India (03/11/2026)3.74%
7. HDFC Bank Ltd. (13/11/2026)3.73%
8. HDFC Bank Ltd. (06/11/2026)3.73%
9. Axis Bank Ltd. (27/11/2026)3.72%
10. Bank of Baroda (04/12/2026)3.71%
11. Indian Bank (10/12/2026)3.71%
12. Bajaj Finance Ltd. (04/11/2026)2.80%
13. Small Industries Development Bank of India (10/11/2026)2.80%
14. Kotak Mahindra Prime Ltd. (09/12/2026)2.78%
15. Bank of Baroda (25/11/2026)2.42%
16. 8.04% Bajaj Housing Finance Ltd. (18/01/2027)1.90%
17. 8.15% Toyota Financial Services India Ltd. (07/09/2026)1.89%
18. 6.35% HDB Financial Services Ltd. (11/09/2026)1.89%
19. Bajaj Finance Ltd. (25/09/2026)1.88%
20. Indian Bank (30/10/2026)1.87%
21. Bank of Baroda (06/11/2026)1.87%
22. Canara Bank (30/11/2026)1.86%
23. Bank of Baroda (07/12/2026)1.86%
24. Small Industries Development Bank of India (16/12/2026)1.85%
25. National Bank for Agriculture and Rural Development (28/01/2027)1.84%
26. TATA Capital Ltd. (28/08/2026) (ZCB)1.67%
27. 8.09% ICICI Home Finance Co. Ltd. (15/09/2026)1.52%
28. HDFC Bank Ltd. (14/12/2026)1.30%
29. 8.36% Toyota Financial Services India Ltd. (19/03/2027)1.14%
30. TREPS1.04%
31. Net Receivable / Payable1.01%
32. 7.84% Tata Capital Housing Finance Ltd. (18/09/2026)0.95%
33. Power Finance Corporation Ltd. (25/08/2026) (ZCB)0.95%
34. 6.40% LIC Housing Finance Ltd. (30/11/2026)0.95%
35. National Bank for Agriculture and Rural Development (03/09/2026)0.94%
36. Kotak Mahindra Prime Ltd. (20/11/2026)0.93%
37. Kotak Mahindra Prime Ltd. (04/12/2026)0.93%
38. Axis Bank Ltd. (16/12/2026)0.93%
39. Small Industries Development Bank of India (04/12/2026)0.93%
40. Bank of Baroda (11/01/2027)0.92%
41. National Bank for Agriculture and Rural Development (14/01/2027)0.92%
42. Small Industries Development Bank of India (28/01/2027)0.92%
43. Small Industries Development Bank of India (26/02/2027)0.91%
44. 7.98% Bajaj Housing Finance Ltd. (09/09/2026)0.68%
45. Bank of Baroda (11/12/2026)0.56%
46. 7.48% Kotak Mahindra Prime Ltd. (20/08/2026)0.30%
47. Aditya Birla Capital Ltd. (25/09/2026)0.23%
48. 7.55% Small Industries Development Bank of India (22/09/2026)0.19%
49. 7.90% HDFC Bank Ltd. (24/08/2026)0.19%
50. HDFC Bank Ltd. (05/03/2027)0.18%
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About Fund Aditya Birla Sun Life Crisil IBX Financial Services 3to6 MonthsDebtIndex Growth

Aditya Birla Sun Life Crisil IBX Financial Services 3to6 MonthsDebtIndex Growth managed by Aditya Birla Sun Life Mutual Fund,is a Debt - Gilt / Govt.scheme with Assets Under Management of ₹2,640 Crore. The fund benchmarks its performance against the CRISIL IBX Financial Services 3 to 6 Months DebtIndex while maintaining an expense ratio of 0.38. Under the expert guidance of Harshil Suvarnkar ,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

Harshil Suvarnkar

Mr. Harshil Suvarnkar holds Masters in Management Studies (Finance), Post Graduate Diploma in Securities Law & B. Com. Mr. Harshil Suvarnkar has an overall experience of 10 years in the financial services industry. Prior to joining ABSLAMC he was associated with Indiabulls Housing Finance Limited for 10 years as Head - Markets, Treasury handling treasury investments, Asset Liability Management (ALM) and capital market borrowing.

Peer Comparison

Fund Name1Y3Y
This FundBandhan CRISIL IBX 10 90 Gilt Plus SDL Index - Dec 2029 Fund Growth5.40320
This FundAxis CRISIL-IBX AAA Bond Financial Services - Sep 2027 Index Fund Growth6.01570
This FundAditya Birla Sun Life Crisil IBX Financial Services 3to6 MonthsDebtIndex Growth6.83640
This FundInvesco India Nifty G-sec Sep 2032 Index Fund Growth5.597124.8855
This FundHDFC Nifty G-Sec July 2031 Index Fund Growth5.840925.0321

Aditya Birla Sun Life Crisil IBX Financial Services 3to6 MonthsDebtIndex Growth FAQs

Aditya Birla Sun Life Crisil IBX Financial Services 3to6 MonthsDebtIndex 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 Financial Services 3to6 MonthsDebtIndex 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 Financial Services 3to6 MonthsDebtIndex Growth’s fund performance is as follows:
  • 1 Month : 0.70%
  • 6 Months : 3.86%
  • 1 Year : 6.84%
  • 3 Years : 0.00%
Returns of Aditya Birla Sun Life Crisil IBX Financial Services 3to6 MonthsDebtIndex Growth are updated daily based on NAV of ₹ 11.2565 as on Sep 04,2026. Since inception, the return has been 0.00%.

You can invest in Aditya Birla Sun Life Crisil IBX Financial Services 3to6 MonthsDebtIndex 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 Financial Services 3to6 MonthsDebtIndex Growth is ₹2,640 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Aditya Birla Sun Life Crisil IBX Financial Services 3to6 MonthsDebtIndex Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.