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This Fund:
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹1000

AUM (Fund size)

₹1,859 Cr

Lock In Period

N/A

Expense Ratio

0.35

Benchmark

N/A

Exit Load

Nil

Summary

Latest details for Aditya Birla Sun Life Crisil-IBX FinancialServices 9-12M DebtIndexFund Growth include a ₹10.7637 NAV as of Apr 22,2026 and returns since inception of --%. Minimum investments start at SIP ₹1000. The Aditya Birla Sun Life Crisil-IBX FinancialServices 9-12M DebtIndexFund Growth AUM is ₹1,859 Cr, with a lock-in of N/A years, expense ratio of 0.35%, and benchmark N/A. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.80% returns, against a category average of 0.36% and a category best of 1.34%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.800.361.34
6M2.860.913.59
1Y6.424.537.51
3Y0.0013.2225.49

Portfolio Analysis

  • Equity:
  • Debt: 99.99%
  • Others
As on: 2026-03-31
View allocation % by

1. Bank of Baroda (08/03/2027)7.65%
2. National Bank For Agriculture and Rural Development (10/03/2027)7.65%
3. HDFC Bank Limited (09/03/2027)7.65%
4. Canara Bank (12/03/2027)7.65%
5. Mahindra & Mahindra Financial Services Limited (05/03/2027)7.64%
6. Bajaj Housing Finance Limited (12/03/2027)6.36%
7. Punjab National Bank (12/03/2027)5.10%
8. Kotak Mahindra Prime Limited (05/03/2027)5.09%
9. Tata Capital Limited (09/03/2027)5.08%
10. 6.65% LIC Housing Finance Limited (15/02/2027)4.05%
11. Small Industries Development Bank of India (18/02/2027)3.84%
12. 7.71% REC Limited (26/02/2027)2.73%
13. Tata Capital Limited (16/09/2026)2.63%
14. Bank of Baroda (11/12/2026)2.59%
15. Small Industries Development Bank of India (16/12/2026)2.59%
16. Punjab National Bank (10/02/2027)2.57%
17. Kotak Mahindra Bank Limited (12/02/2027)2.56%
18. LIC Housing Finance Limited (23/02/2027)2.56%
19. Bank of Baroda (11/03/2027)2.55%
20. National Bank For Agriculture and Rural Development (17/03/2027)2.55%
21. National Bank For Agriculture and Rural Development (18/03/2027)2.55%
22. 6.90% LIC Housing Finance Limited (17/09/2027)2.16%
23. 8.12% Bajaj Finance Limited (10/09/2027)1.37%
24. Indian Bank (22/01/2027)1.29%
25. Clearing Corporation of India Limited0.69%
26. 7.50% National Bank For Agriculture and Rural Development (31/08/2026)0.38%
27. 6.09% Power Finance Corporation Limited (27/08/2026)0.27%
28. Net Receivables / (Payables)0.19%

About Fund

Aditya Birla Sun Life Crisil-IBX FinancialServices 9-12M DebtIndexFund Growth managed by Aditya Birla Sun Life Mutual Fund,is a Debt - Gilt / Govt.scheme with Assets Under Management of ₹1,859 Crore. The fund benchmarks its performance against the while maintaining an expense ratio of 0.35. Under the expert guidance of Sanjay Pawar ,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

Sanjay Pawar

Mr. Sanjay Pawar hold M.Com. Mr. Sanjay is associated with Aditya Birla Sun Life AMC Limited (“ABSLAMC”) since 2005. He has an experience of more than 15 years in dealing activities in the debt segment. He has also worked for around 5 years in back office/settlement function of ABSLAMC.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundAditya Birla Sun Life Crisil-IBX AAA NBFC-HFC Index-Dec2025 Fund Growth0146.03 CR0.4
This FundMotilal Oswal Nifty G- Sec May 2029 Index Fund Growth00.44 CR0.34
This FundAditya Birla Sun Life Crisil-IBX FinancialServices 9-12M DebtIndexFund Growth01859.2 CR0.35
This FundInvesco India Nifty G-sec Sep 2032 Index Fund Growth053.12 CR0.29
This FundHDFC Nifty G-Sec Jun 2036 Index Fund Growth0902.05 CR0.38
Fund Name1Y3Y
This FundAditya Birla Sun Life Crisil-IBX AAA NBFC-HFC Index-Dec2025 Fund Growth7.19410
This FundMotilal Oswal Nifty G- Sec May 2029 Index Fund Growth00
This FundAditya Birla Sun Life Crisil-IBX FinancialServices 9-12M DebtIndexFund Growth6.42120
This FundInvesco India Nifty G-sec Sep 2032 Index Fund Growth3.536924.7773
This FundHDFC Nifty G-Sec Jun 2036 Index Fund Growth2.424124.8096

FAQs

Aditya Birla Sun Life Crisil-IBX FinancialServices 9-12M DebtIndexFund 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 FinancialServices 9-12M DebtIndexFund Growth is 0.35. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Aditya Birla Sun Life Crisil-IBX FinancialServices 9-12M DebtIndexFund Growth’s fund performance is as follows:
  • 1 Month : 0.80%
  • 6 Months : 2.86%
  • 1 Year : 6.42%
  • 3 Years : 0.00%
Returns of Aditya Birla Sun Life Crisil-IBX FinancialServices 9-12M DebtIndexFund Growth are updated daily based on NAV of ₹ 10.7637 as on Apr 22,2026. Since inception, the return has been 0.00%.

You can invest in Aditya Birla Sun Life Crisil-IBX FinancialServices 9-12M DebtIndexFund 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 FinancialServices 9-12M DebtIndexFund Growth is ₹1,859 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Aditya Birla Sun Life Crisil-IBX FinancialServices 9-12M DebtIndexFund 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