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

Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹402 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 ₹13.002 NAV as of Apr 28,2026 and returns since inception of 23.39%. Minimum investments start at SIP ₹500. The Aditya Birla Sun Life CRISIL IBX50:50 GiltPlus SDL Apr2028 Index Fund Growth AUM is ₹402 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 0.67% returns, against a category average of 1.93% and a category best of 2.18%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.671.932.18
6M2.061.883.59
1Y5.545.987.51
3Y7.2615.3124.55

Portfolio Analysis

  • Equity:
  • Debt: 99.99%
  • Others
As on: 2026-04-15
View allocation % by

1. Government of India (10/04/2028)25.70%
2. State Government Securities (14/03/2028)19.17%
3. State Government Securities (18/04/2028)6.99%
4. Government of India (20/06/2027)6.32%
5. State Government Securities (25/04/2028)5.75%
6. State Government Securities (27/03/2028)5.19%
7. 0% GOI - 12MAR28 STRIPS3.46%
8. State Government Securities (21/02/2028)2.51%
9. Clearing Corporation of India Limited1.66%
10. State Government Securities (07/03/2028)1.46%
11. State Government Securities (28/02/2028)1.28%
12. Net Receivables / (Payables)1.21%
13. 0% GOI - 19MAR28 STRIPS1.14%
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)11.56%

1. State Government Securities (22/04/2028)4.91%

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 ₹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
This FundTata Nifty G-Sec Dec 2029 Index Fund Growth0135.35 CR0.45
This FundNippon India Nifty G-Sec Oct 2028 Maturity Index Fund Growth0126.6 CR0.39
This FundAditya Birla Sun Life CRISIL IBX50:50 GiltPlus SDL Apr2028 Index Fund Growth0402.33 CR0.35
This FundAditya Birla Sun Life CRISIL IBX Gilt - April 2029 Index Fund Growth0616.32 CR0.38
This FundHDFC Nifty G-Sec July 2031 Index Fund Growth0638.66 CR0.33
Fund Name1Y3Y
This FundTata Nifty G-Sec Dec 2029 Index Fund Growth5.111923.3648
This FundNippon India Nifty G-Sec Oct 2028 Maturity Index Fund Growth5.682923.3791
This FundAditya Birla Sun Life CRISIL IBX50:50 GiltPlus SDL Apr2028 Index Fund Growth5.535423.3917
This FundAditya Birla Sun Life CRISIL IBX Gilt - April 2029 Index Fund Growth5.366223.8653
This FundHDFC Nifty G-Sec July 2031 Index Fund Growth3.712723.887

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 : 0.67%
  • 6 Months : 2.06%
  • 1 Year : 5.54%
  • 3 Years : 7.26%
Returns of Aditya Birla Sun Life CRISIL IBX50:50 GiltPlus SDL Apr2028 Index Fund Growth are updated daily based on NAV of ₹ 13.002 as on Apr 28,2026. Since inception, the return has been 23.39%.

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.
Min Inv Amount: ₹500