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

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  • 6M
  • 1Y
  • 3Y
  • 5Y
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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)

₹407 Cr

Lock In Period

N/A

Expense Ratio

0.35

Exit Load

Nil

Benchmark

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

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(%)
1M0.410.091.14
6M2.522.244.14
1Y5.114.857.51
3Y7.3812.8026.22

Portfolio Analysis

  • Equity:
  • Debt: 99.98%
  • Others
As on: 2026-07-15
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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 ₹407 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
Nippon India Nifty SDL Plus G-Sec - Jun 2028 Maturity 70 30 Index Fund Growth0332 CR0.4
Axis CRISIL IBX 50 50 Gilt Plus SDL June 2028 Index Fund Growth0335 CR0.39
Aditya Birla Sun Life CRISIL IBX50:50 GiltPlus SDL Apr2028 Index Fund Growth0406 CR0.35
Invesco India Nifty G-sec Sep 2032 Index Fund Growth049 CR0.28
HDFC Nifty G-Sec July 2031 Index Fund Growth0635 CR0.33
Fund Name1Y3Y
This FundNippon India Nifty SDL Plus G-Sec - Jun 2028 Maturity 70 30 Index Fund Growth5.090323.7147
This FundAxis CRISIL IBX 50 50 Gilt Plus SDL June 2028 Index Fund Growth5.101523.7186
This FundAditya Birla Sun Life CRISIL IBX50:50 GiltPlus SDL Apr2028 Index Fund Growth5.113223.8031
This FundInvesco India Nifty G-sec Sep 2032 Index Fund Growth4.882225.5781
This FundHDFC Nifty G-Sec July 2031 Index Fund Growth5.117825.5917

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 : 0.41%
  • 6 Months : 2.52%
  • 1 Year : 5.11%
  • 3 Years : 7.38%
Returns of Aditya Birla Sun Life CRISIL IBX50:50 GiltPlus SDL Apr2028 Index Fund Growth are updated daily based on NAV of ₹ 13.2287 as on Jul 31,2026. Since inception, the return has been 23.80%.

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 ₹407 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.