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

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  • 1Y
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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(%)
1M0.46-1.490.85
6M3.483.684.16
1Y6.054.007.51
3Y0.0013.1924.57

Portfolio Analysis

  • Equity:
  • Debt: 99.99%
  • Others
As on: 2026-09-15
View allocation % by

1. Kotak Mahindra Prime Ltd. (23/07/2027)9.50%
2. L&T Finance Ltd. (08/09/2027)9.47%
3. Bajaj Housing Finance Ltd. (12/03/2027)7.88%
4. Bajaj Finance Ltd. (03/06/2027)7.72%
5. TATA Capital Ltd. (09/09/2027)7.57%
6. 7.70% National Bank for Agriculture and Rural Development (30/09/2027)5.30%
7. LIC Housing Finance Ltd. (23/02/2027)4.74%
8. 8.29% TATA Capital Ltd. (10/05/2027)4.08%
9. 7.56% REC Ltd. (31/08/2027)4.07%
10. Kotak Mahindra Prime Ltd. (28/06/2027)3.84%
11. Small Industries Development Bank of India (27/08/2027)3.80%
12. Bajaj Finance Ltd. (09/09/2027)3.79%
13. 6.60% REC Ltd. (30/06/2027)3.24%
14. 6.90% LIC Housing Finance Ltd. (17/09/2027)3.23%
15. 8.30% TATA Capital Ltd. (16/03/2027)2.04%
16. 8.12% Bajaj Finance Ltd. (10/09/2027)2.04%
17. 7.30% Power Finance Corporation Ltd. (07/08/2027)2.03%
18. 6.65% LIC Housing Finance Ltd. (15/02/2027)2.03%
19. 7.12% Tata Capital Housing Finance Ltd. (21/07/2027)2.03%
20. Indian Bank (21/06/2027)1.93%
21. Canara Bank (29/06/2027)1.93%
22. Small Industries Development Bank of India (11/08/2027)1.91%
23. Small Industries Development Bank of India (03/09/2027)1.90%
24. Net Receivable / Payable1.01%
25. 7.70% Bajaj Housing Finance Ltd. (21/05/2027)0.81%
26. TREPS0.49%
27. Bank of Baroda (11/12/2026)0.40%
28. Punjab National Bank (04/02/2027)0.40%
29. Punjab National Bank (05/02/2027)0.40%
30. National Bank for Agriculture and Rural Development (02/03/2027)0.39%
31. 7.90% Mahindra & Mahindra Financial Services Ltd. (30/08/2027)0.02%
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
Zerodha Nifty 8-13 Yr G-Sec ETF Growth0119 CR
Edelweiss Nifty LargeMidcap 250 Plus 8-13 yr G-Sec 70-30 Index Fund Growth056 CR1.42
Aditya Birla Sun Life Crisil-IBX FinancialServices 9-12M DebtIndexFund Growth01,228 CR0.36
Mirae Asset Nifty SDL Jun 2027 Index Fund Growth0474 CR0.38
Fund Name1Y3Y
This FundZerodha Nifty 8-13 Yr G-Sec ETF Growth2.68410
This FundEdelweiss Nifty LargeMidcap 250 Plus 8-13 yr G-Sec 70-30 Index Fund Growth00
This FundAditya Birla Sun Life Crisil-IBX FinancialServices 9-12M DebtIndexFund Growth6.04680
This FundMirae Asset Nifty SDL Jun 2027 Index Fund Growth5.867923.8183

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 : 0.46%
  • 6 Months : 3.48%
  • 1 Year : 6.05%
  • 3 Years : 0.00%
Returns of Aditya Birla Sun Life Crisil-IBX FinancialServices 9-12M DebtIndexFund Growth are updated daily based on NAV of ₹ 11.0612 as on Oct 01,2026. 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.
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