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  • Aditya Birla Sun Life CRISIL IBX 60 40 SDL +AAA PSU Apr 2025 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)

₹136 Cr

Lock In Period

N/A

Expense Ratio

0.35

Benchmark

CRISIL IBX 60:40 SDL + AAA PSU Index - April 2025

Exit Load

Nil

Summary

Latest details for Aditya Birla Sun Life CRISIL IBX 60 40 SDL +AAA PSU Apr 2025 Index Fund Growth include a ₹11.8687 NAV as of Apr 30,2025 and returns since inception of 19.41%. Minimum investments start at SIP ₹500. The Aditya Birla Sun Life CRISIL IBX 60 40 SDL +AAA PSU Apr 2025 Index Fund Growth AUM is ₹136 Cr, with a lock-in of N/A years, expense ratio of 0.35%, and benchmark CRISIL IBX 60:40 SDL + AAA PSU Index - April 2025. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.53% returns, against a category average of 1.92% and a category best of 3.04%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.531.923.04
6M3.231.593.59
1Y6.955.227.51
3Y6.0914.6824.12

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2025-04-30
View allocation % by

1. Clearing Corporation of India Limited97.81%
2. Net Receivables / (Payables)2.19%

About Fund

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.

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 FundNippon India ETF Nifty CPSE Bond Plus SDL Sep 2024 50:50 Growth01018.72 CR
This FundUTI Gilt Fund with 10 year Constant Duration Growth0126.93 CR0.7
This FundAditya Birla Sun Life CRISIL IBX 60 40 SDL +AAA PSU Apr 2025 Index Fund Growth0136.15 CR0.35
This FundMirae Asset Nifty SDL Jun 2027 Index Fund Growth0479.13 CR0.35
This FundKotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Growth06825.46 CR0.35
Fund Name1Y3Y
This FundNippon India ETF Nifty CPSE Bond Plus SDL Sep 2024 50:50 Growth7.194616.8627
This FundUTI Gilt Fund with 10 year Constant Duration Growth0.887519.1347
This FundAditya Birla Sun Life CRISIL IBX 60 40 SDL +AAA PSU Apr 2025 Index Fund Growth6.947419.4118
This FundMirae Asset Nifty SDL Jun 2027 Index Fund Growth5.911623.3701
This FundKotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Growth6.206823.4618

FAQs

Aditya Birla Sun Life CRISIL IBX 60 40 SDL +AAA PSU Apr 2025 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 IBX 60 40 SDL +AAA PSU Apr 2025 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 IBX 60 40 SDL +AAA PSU Apr 2025 Index Fund Growth’s fund performance is as follows:
  • 1 Month : 0.53%
  • 6 Months : 3.23%
  • 1 Year : 6.95%
  • 3 Years : 6.09%
Returns of Aditya Birla Sun Life CRISIL IBX 60 40 SDL +AAA PSU Apr 2025 Index Fund Growth are updated daily based on NAV of ₹ 11.8687 as on Apr 30,2025. Since inception, the return has been 19.41%.

You can invest in Aditya Birla Sun Life CRISIL IBX 60 40 SDL +AAA PSU Apr 2025 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 IBX 60 40 SDL +AAA PSU Apr 2025 Index Fund Growth is ₹136 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Aditya Birla Sun Life CRISIL IBX 60 40 SDL +AAA PSU Apr 2025 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