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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

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹403 Cr

Lock In Period

N/A

Expense Ratio

0.35

Benchmark

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

Exit Load

Nil

Summary

Latest details for Aditya Birla Sun Life CRISIL IBX50:50 GiltPlus SDL Apr2028 Index Fund Growth include a ₹12.9005 NAV as of Apr 02,2026 and returns since inception of 24.02%. Minimum investments start at SIP ₹500. The Aditya Birla Sun Life CRISIL IBX50:50 GiltPlus SDL Apr2028 Index Fund Growth AUM is ₹403 Cr, with a lock-in of N/A years, expense ratio of 0.35%, and benchmark CRISIL IBX 50:50 Gilt Plus SDL Index - April 2028. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded -0.48% returns, against a category average of -1.80% and a category best of 0.85%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.48-1.800.85
6M2.210.753.59
1Y6.504.617.51
3Y7.4413.3725.43

Portfolio Analysis

  • Equity:
  • Debt: 100.01%
  • Others
As on: 2026-03-15
View allocation % by

1. Government of India (10/04/2028)43.45%
2. State Government Securities (14/03/2028)18.04%
3. State Government Securities (18/04/2028)7.04%
4. State Government Securities (25/04/2028)5.79%
5. State Government Securities (27/03/2028)5.23%
6. 0% GOI - 12MAR28 STRIPS3.44%
7. Net Receivables / (Payables)2.93%
8. Clearing Corporation of India Limited1.91%
9. State Government Securities (21/02/2028)1.64%
10. State Government Securities (07/03/2028)1.47%
11. State Government Securities (28/02/2028)1.29%
12. 0% GOI - 19MAR28 STRIPS1.14%
13. State Government Securities (31/01/2028)0.93%
14. State Government Securities (24/01/2028)0.77%

1. State Government Securities (22/04/2028)4.94%

About Fund

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 ₹403 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.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundHDFC Nifty G-Sec Jun 2036 Index Fund Growth0934.68 CR0.38
This FundKotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Growth06958.34 CR0.35
This FundAditya Birla Sun Life CRISIL IBX50:50 GiltPlus SDL Apr2028 Index Fund Growth0402.82 CR0.35
This FundHDFC Nifty G-Sec Apr 2029 Index Fund Growth0170.2 CR0.36
This FundNippon India Nifty SDL Plus G-Sec-Jun 2029 Maturity 70:30 Index Fund Growth0320.72 CR0.39
Fund Name1Y3Y
This FundHDFC Nifty G-Sec Jun 2036 Index Fund Growth2.917423.9768
This FundKotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Growth7.109324.0173
This FundAditya Birla Sun Life CRISIL IBX50:50 GiltPlus SDL Apr2028 Index Fund Growth6.497824.0186
This FundHDFC Nifty G-Sec Apr 2029 Index Fund Growth6.066324.4143
This FundNippon India Nifty SDL Plus G-Sec-Jun 2029 Maturity 70:30 Index Fund Growth6.269724.7128

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 : -0.48%
  • 6 Months : 2.21%
  • 1 Year : 6.50%
  • 3 Years : 7.44%
Returns of Aditya Birla Sun Life CRISIL IBX50:50 GiltPlus SDL Apr2028 Index Fund Growth are updated daily based on NAV of ₹ 12.9005 as on Apr 02,2026. Since inception, the return has been 24.02%.

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 ₹403 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.
Min Inv Amount: ₹500