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Aditya Birla Sun Life Crisil-IBX FinancialServices 9-12M DebtIndexFund Growth Return

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

Aditya Birla Sun Life Crisil-IBX FinancialServices 9-12M DebtIndexFund Growth Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹1000

AUM (Fund size)

₹1,228 Cr

Lock In Period

N/A

Expense Ratio

0.36

Exit Load

Nil

Benchmark

N/A

Aditya Birla Sun Life Crisil-IBX FinancialServices 9-12M DebtIndexFund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.600.380.85
6M3.484.503.94
1Y6.295.717.51
3Y0.0017.1025.70

Portfolio Analysis

  • Equity:
  • Debt: 100.02%
  • Others
As on: 2026-08-15
View allocation % by

1. Aditya Birla Capital Ltd. (26/02/2027)9.60%
2. Bajaj Housing Finance Ltd. (12/03/2027)9.58%
3. Kotak Mahindra Prime Ltd. (05/03/2027)7.67%
4. National Bank for Agriculture and Rural Development (10/03/2027)7.67%
5. 6.65% LIC Housing Finance Ltd. (15/02/2027)5.96%
6. Small Industries Development Bank of India (18/02/2027)5.77%
7. LIC Housing Finance Ltd. (23/02/2027)4.62%
8. 7.71% REC Ltd. (26/02/2027)4.00%
9. Small Industries Development Bank of India (16/12/2026)3.90%
10. Canara Bank (28/01/2027)3.87%
11. Kotak Mahindra Bank Ltd. (12/02/2027)3.86%
12. National Bank for Agriculture and Rural Development (18/03/2027)3.83%
13. 6.90% LIC Housing Finance Ltd. (17/09/2027)3.17%
14. Union Bank of India (22/02/2027)2.69%
15. 8.12% Bajaj Finance Ltd. (10/09/2027)2.00%
16. 8.30% TATA Capital Ltd. (16/03/2027)2.00%
17. Sundaram Finance Ltd. (18/11/2026)1.96%
18. Mahindra & Mahindra Financial Services Ltd. (18/02/2027)1.92%
19. Mahindra & Mahindra Financial Services Ltd. (25/02/2027)1.92%
20. Mahindra & Mahindra Financial Services Ltd. (05/03/2027)1.92%
21. TATA Capital Ltd. (09/03/2027)1.92%
22. HDFC Bank Ltd. (24/02/2027)1.92%
23. Small Industries Development Bank of India (26/02/2027)1.92%
24. TREPS1.55%
25. HDFC Bank Ltd. (05/03/2027)1.54%
26. Net Receivable / Payable0.78%
27. HDFC Bank Ltd. (09/03/2027)0.77%
28. Bank of Baroda (11/12/2026)0.39%
29. Punjab National Bank (04/02/2027)0.39%
30. Punjab National Bank (05/02/2027)0.39%
31. National Bank for Agriculture and Rural Development (02/03/2027)0.38%
32. 7.50% National Bank for Agriculture and Rural Development (31/08/2026)0.16%
No Data Found
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About Fund Aditya Birla Sun Life Crisil-IBX FinancialServices 9-12M DebtIndexFund Growth

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 ₹1,228 Crore. The fund benchmarks its performance against the while maintaining an expense ratio of 0.36. 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
SBI CRISIL IBX 10 90 Gilt Plus SDL Index Dec 2029 Index Fund Growth041 CR0.41
Nippon India CRISIL -IBX AAA Financial Services -Dec 2026 Index Fund Growth0126 CR0.35
Aditya Birla Sun Life Crisil-IBX FinancialServices 9-12M DebtIndexFund Growth01,228 CR0.36
Invesco India Nifty G-sec Sep 2032 Index Fund Growth053 CR0.28
HDFC Nifty G-Sec July 2031 Index Fund Growth0637 CR0.33
Fund Name1Y3Y
This FundSBI CRISIL IBX 10 90 Gilt Plus SDL Index Dec 2029 Index Fund Growth00
This FundNippon India CRISIL -IBX AAA Financial Services -Dec 2026 Index Fund Growth6.59170
This FundAditya Birla Sun Life Crisil-IBX FinancialServices 9-12M DebtIndexFund Growth6.28960
This FundInvesco India Nifty G-sec Sep 2032 Index Fund Growth5.400724.7898
This FundHDFC Nifty G-Sec July 2031 Index Fund Growth5.584125.1147

Aditya Birla Sun Life Crisil-IBX FinancialServices 9-12M DebtIndexFund Growth 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 0.36. 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 : 0.60%
  • 6 Months : 3.48%
  • 1 Year : 6.29%
  • 3 Years : 0.00%
Returns of Aditya Birla Sun Life Crisil-IBX FinancialServices 9-12M DebtIndexFund Growth are updated daily based on NAV of ₹ 11.0405 as on Sep 11,2026. 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 ₹1,228 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.