Showing Funds Performance since Sep 07, 2020

| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 1.00 | 1.86 | 2.18 |
| 6M | 3.81 | 4.07 | 4.11 |
| 1Y | 4.28 | 5.81 | 7.51 |
| 3Y | 7.31 | 10.14 | 25.79 |
Aditya Birla Sun Life CRISIL IBX SDL Jun 2032 Index Fund Growth managed by Aditya Birla Sun Life Mutual Fund,is a Debt - Gilt / Govt.scheme with Assets Under Management of ₹144 Crore. The fund benchmarks its performance against the CRISIL IBX SDL Jun 2032 Index while maintaining an expense ratio of 0.57. Under the expert guidance of Bhupesh Bameta ,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.
Mr. Bhupesh Bameta holds B.Tech (IIT Kanpur), CFA Charterholder (CFA Institute, USA). He joined ABSLAMC in December 2017 as an Analyst, Fixed Income. He has been working closely with other Fund Managers and team members in the investment team. Prior to joining ABSLAMC he was the Head of Research in Forex and Rates Desk at Edelweiss Securities Limited, covering global and Indian forex markets and economies. He was also associated with Quant Capital for 6 years as an Economist and was covering Indian and global economy and markets.
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index Fund Growth | 0 | 1,776 CR | 0.33 |
| Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Growth | 0 | 6,653 CR | 0.35 |
| Aditya Birla Sun Life CRISIL IBX SDL Jun 2032 Index Fund Growth | 0 | 144 CR | 0.57 |
| HDFC Nifty G-Sec Jun 2036 Index Fund Growth | 0 | 843 CR | 0.35 |
| Invesco India Nifty G-sec Sep 2032 Index Fund Growth | 0 | 49 CR | 0.28 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundHSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index Fund Growth | 5.2547 | 23.5466 |
| This FundKotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Growth | 5.8268 | 23.5517 |
| This FundAditya Birla Sun Life CRISIL IBX SDL Jun 2032 Index Fund Growth | 4.2809 | 23.5718 |
| This FundHDFC Nifty G-Sec Jun 2036 Index Fund Growth | 4.5356 | 25.1071 |
| This FundInvesco India Nifty G-sec Sep 2032 Index Fund Growth | 4.8604 | 25.1933 |