Showing Funds Performance since Sep 07, 2020

| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.67 | -1.51 | 2.18 |
| 6M | 2.63 | 0.40 | 4.11 |
| 1Y | 5.12 | 2.56 | 7.51 |
| 3Y | 7.33 | 9.05 | 25.79 |
Aditya Birla Sun Life CRISIL IBX50:50 GiltPlus SDL Apr2028 Index Fund Growth managed by Aditya Birla Sun Life Mutual Fund,is a Debt - Gilt / Govt.scheme with Assets Under Management of ₹406 Crore. The fund benchmarks its performance against the CRISIL IBX 50:50 Gilt Plus SDL Index - April 2028 while maintaining an expense ratio of 0.35. Under the expert guidance of Mohit Sharma ,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. Mohit Sharma holds PGDCM - IIM Calcutta, B Tech - IIT Madras He has around 10 years of experience of which 7 years are in financial markets. Prior to joining Birla Sun Life Asset Management Co. Ltd, he ran his own healthcare- tech business (June 2012 - May 2015). He has also worked as an Interest Rates Trader in Standard Chartered Bank (May 2007 - June 2011) and ICICI Bank Ltd (June 2006 - April 2007). He started his career in the Equity Research in Irevna Ltd (June 2005 - June 2006).
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Aditya Birla Sun Life CRISIL IBX SDL Jun 2032 Index Fund Growth | 0 | 144 CR | 0.57 |
| Axis CRISIL IBX 50 50 Gilt Plus SDL June 2028 Index Fund Growth | 0 | 334 CR | 0.39 |
| Aditya Birla Sun Life CRISIL IBX50:50 GiltPlus SDL Apr2028 Index Fund Growth | 0 | 406 CR | 0.35 |
| 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 FundAditya Birla Sun Life CRISIL IBX SDL Jun 2032 Index Fund Growth | 4.2809 | 23.5718 |
| This FundAxis CRISIL IBX 50 50 Gilt Plus SDL June 2028 Index Fund Growth | 5.1294 | 23.6 |
| This FundAditya Birla Sun Life CRISIL IBX50:50 GiltPlus SDL Apr2028 Index Fund Growth | 5.1241 | 23.6463 |
| 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 |