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Aditya Birla Sun Life CRISIL IBX50:50 GiltPlus SDL Apr2028 Index Fund Growth Return

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Showing Funds Performance since Sep 07, 2020

Aditya Birla Sun Life CRISIL IBX50:50 GiltPlus SDL Apr2028 Index Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹402 Cr

Lock In Period

N/A

Expense Ratio

0.35

Exit Load

Nil

Benchmark

CRISIL IBX 50:50 Gilt Plus SDL Index - April 2028

Summary

Aditya Birla Sun Life CRISIL IBX50:50 GiltPlus SDL Apr2028 Index Fund Growth NAV is ₹13.0011 as of 21 May, 2026. Aditya Birla Sun Life CRISIL IBX50:50 GiltPlus SDL Apr2028 Index Fund Growth has delivered 22.46% returns since its launch. The minimum SIP investment amount in Aditya Birla Sun Life CRISIL IBX50:50 GiltPlus SDL Apr2028 Index Fund Growth is ₹500. The AUM of Aditya Birla Sun Life CRISIL IBX50:50 GiltPlus SDL Apr2028 Index Fund Growth is ₹402 Cr. The expense ratio of the fund is 0.35%, and its benchmark is CRISIL IBX 50:50 Gilt Plus SDL Index - April 2028. The current exit load of the fund is Nil. In the last 1M months, Aditya Birla Sun Life CRISIL IBX50:50 GiltPlus SDL Apr2028 Index Fund Growth has delivered -0.07% returns.

Aditya Birla Sun Life CRISIL IBX50:50 GiltPlus SDL Apr2028 Index Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.07-1.410.85
6M1.670.843.59
1Y4.573.387.51
3Y6.9911.0723.78

Portfolio Analysis

  • Equity:
  • Debt: 99.96%
  • Others
As on: 2026-04-30
View allocation % by

1. Government of India (10/04/2028)25.62%
2. State Government Securities (14/03/2028)19.16%
3. State Government Securities (18/04/2028)6.98%
4. Government of India (20/06/2027)6.32%
5. State Government Securities (25/04/2028)5.74%
6. State Government Securities (27/03/2028)5.18%
7. 0% GOI - 12MAR28 STRIPS3.46%
8. State Government Securities (21/02/2028)2.51%
9. Clearing Corporation of India Limited2.08%
10. State Government Securities (07/03/2028)1.45%
11. State Government Securities (28/02/2028)1.27%
12. 0% GOI - 19MAR28 STRIPS1.14%
13. Net Receivables / (Payables)0.93%
14. State Government Securities (31/01/2028)0.91%
15. State Government Securities (24/01/2028)0.77%

1. Government of India (21/09/2027)11.54%

1. State Government Securities (22/04/2028)4.90%

About Fund Aditya Birla Sun Life CRISIL IBX50:50 GiltPlus SDL Apr2028 Index Fund Growth

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 ₹402 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.

Fund Managers

Mohit Sharma

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).

Peer Comparison

Fund NameRatingsAUMExpense Ratio
ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40:60 Index Fund Growth08760.19 CR0.37
Nippon India Nifty SDL Plus G-Sec - Jun 2028 Maturity 70 30 Index Fund Growth0328.01 CR0.4
Aditya Birla Sun Life CRISIL IBX50:50 GiltPlus SDL Apr2028 Index Fund Growth0401.66 CR0.35
Mirae Asset Nifty SDL Jun 2027 Index Fund Growth0477.36 CR0.39
Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Growth06742.37 CR0.35
Fund Name1Y3Y
This FundICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40:60 Index Fund Growth5.176922.4474
This FundNippon India Nifty SDL Plus G-Sec - Jun 2028 Maturity 70 30 Index Fund Growth4.591422.4512
This FundAditya Birla Sun Life CRISIL IBX50:50 GiltPlus SDL Apr2028 Index Fund Growth4.57322.4577
This FundMirae Asset Nifty SDL Jun 2027 Index Fund Growth5.739623.1841
This FundKotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Growth5.968823.2125

Aditya Birla Sun Life CRISIL IBX50:50 GiltPlus SDL Apr2028 Index Fund Growth FAQs

Aditya Birla Sun Life CRISIL IBX50:50 GiltPlus SDL Apr2028 Index Fund 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 IBX50:50 GiltPlus SDL Apr2028 Index Fund 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 IBX50:50 GiltPlus SDL Apr2028 Index Fund Growth’s fund performance is as follows:
  • 1 Month : -0.07%
  • 6 Months : 1.67%
  • 1 Year : 4.57%
  • 3 Years : 6.99%
Returns of Aditya Birla Sun Life CRISIL IBX50:50 GiltPlus SDL Apr2028 Index Fund Growth are updated daily based on NAV of ₹ 13.0011 as on May 19,2026. Since inception, the return has been 22.46%.

You can invest in Aditya Birla Sun Life CRISIL IBX50:50 GiltPlus SDL Apr2028 Index Fund 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 IBX50:50 GiltPlus SDL Apr2028 Index Fund Growth is ₹402 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Aditya Birla Sun Life CRISIL IBX50:50 GiltPlus SDL Apr2028 Index Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.