Showing Funds Performance since Sep 07, 2020

| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.53 | 0.01 | 1.61 |
| 6M | 3.23 | 1.75 | 3.59 |
| 1Y | 6.95 | 5.03 | 7.51 |
| 3Y | 6.09 | 13.35 | 23.57 |
Aditya Birla Sun Life CRISIL IBX 60 40 SDL +AAA PSU Apr 2025 Index Fund Growth managed by Aditya Birla Sun Life Mutual Fund,is a Debt - Gilt / Govt.scheme with Assets Under Management of ₹136 Crore. The fund benchmarks its performance against the CRISIL IBX 60:40 SDL + AAA PSU Index - April 2025 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.
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).
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| UTI Gilt Fund with 10 year Constant Duration Growth | 0 | 113.39 CR | 0.77 |
| ICICI Prudential Nifty 10 yr Benchmark G-sec ETF Growth | 0 | 581.73 CR | 0.14 |
| Aditya Birla Sun Life CRISIL IBX 60 40 SDL +AAA PSU Apr 2025 Index Fund Growth | 0 | 136.15 CR | 0.35 |
| Mirae Asset Nifty SDL Jun 2027 Index Fund Growth | 0 | 470.83 CR | 0.39 |
| Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Growth | 0 | 6742.37 CR | 0.35 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundUTI Gilt Fund with 10 year Constant Duration Growth | 0.5513 | 19.0865 |
| This FundICICI Prudential Nifty 10 yr Benchmark G-sec ETF Growth | 0.129 | 19.3643 |
| This FundAditya Birla Sun Life CRISIL IBX 60 40 SDL +AAA PSU Apr 2025 Index Fund Growth | 6.9474 | 19.4118 |
| This FundMirae Asset Nifty SDL Jun 2027 Index Fund Growth | 5.3381 | 22.9623 |
| This FundKotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Growth | 5.5801 | 23.0105 |