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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)

₹404 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 ₹13.1571 as of 30 Jun, 2026. Aditya Birla Sun Life CRISIL IBX50:50 GiltPlus SDL Apr2028 Index Fund Growth has delivered 23.54% 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 ₹404 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 1.23% 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(%)
1M1.23-0.973.36
6M2.310.883.61
1Y5.133.157.51
3Y7.308.9225.56

Portfolio Analysis

  • Equity:
  • Debt: 99.99%
  • Others
As on: 2026-06-15
View allocation % by

1. Government of India (10/04/2028)25.46%
2. State Government Securities (14/03/2028)19.03%
3. State Government Securities (18/04/2028)6.93%
4. Government of India (20/06/2027)6.27%
5. State Government Securities (25/04/2028)5.70%
6. State Government Securities (27/03/2028)5.15%
7. 0% GOI - 12MAR28 STRIPS3.48%
8. State Government Securities (21/02/2028)2.50%
9. Net Receivables / (Payables)1.83%
10. Clearing Corporation of India Limited1.79%
11. State Government Securities (07/03/2028)1.44%
12. State Government Securities (28/02/2028)1.27%
13. 0% GOI - 19MAR28 STRIPS1.15%
14. State Government Securities (31/01/2028)0.91%
15. State Government Securities (24/01/2028)0.76%

1. Government of India (21/09/2027)11.44%

1. State Government Securities (22/04/2028)4.88%

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 ₹404 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
Bandhan CRISIL IBX 90 10 SDL Plus Gilt Sep 2027 Index Fund Growth0144.3 CR0.34
Nippon India Nifty SDL Plus G-Sec - Jun 2028 Maturity 70 30 Index Fund Growth0330.2 CR0.4
Aditya Birla Sun Life CRISIL IBX50:50 GiltPlus SDL Apr2028 Index Fund Growth0404.32 CR0.35
HDFC Nifty G-Sec July 2031 Index Fund Growth0642.77 CR0.33
Invesco India Nifty G-sec Sep 2032 Index Fund Growth048.64 CR0.29
Fund Name1Y3Y
This FundBandhan CRISIL IBX 90 10 SDL Plus Gilt Sep 2027 Index Fund Growth5.49723.5064
This FundNippon India Nifty SDL Plus G-Sec - Jun 2028 Maturity 70 30 Index Fund Growth5.110523.5263
This FundAditya Birla Sun Life CRISIL IBX50:50 GiltPlus SDL Apr2028 Index Fund Growth5.126423.5362
This FundHDFC Nifty G-Sec July 2031 Index Fund Growth4.930324.9334
This FundInvesco India Nifty G-sec Sep 2032 Index Fund Growth4.884824.957

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 : 1.23%
  • 6 Months : 2.31%
  • 1 Year : 5.13%
  • 3 Years : 7.30%
Returns of Aditya Birla Sun Life CRISIL IBX50:50 GiltPlus SDL Apr2028 Index Fund Growth are updated daily based on NAV of ₹ 13.1571 as on Jun 25,2026. Since inception, the return has been 23.54%.

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 ₹404 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.