- Mutual Funds
- Aditya Birla Sun Life Mutual Fund
- Aditya Birla Sun Life CRISIL IBX 50 50 Gilt Plus SDL Apr28 Idx fund (Growth)
Aditya Birla Sun Life CRISIL IBX 50 50 Gilt Plus SDL Apr28 Idx fund (Growth)
₹ 10.8878
NAV (Dec 06)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 10.8878
NAV (Dec 6)
Fund Returns
Last 1Y | 6.6% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 7.7% |
6 Month CAGR | 2.2% |
Scheme Information
The investment objective of the Scheme is to generate returns corresponding to the total returns of the securities as represented by the CRISIL IBX 50:50 Gilt Plus SDL Index – April 2028 before expenses,subject to tracking errors.
Expense Ratio | 0.35 |
Launched (1y ago) | Oct 13, 2022 |
AUM in Crores | 413.080 |
ISIN | INF209KB12N5 |
Lock-in | No Lock-in |
Benchmark | CRISIL IBX 50:50 GiltPlus SDL April 2028 |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 7.6 |
Fund Managers
Returns Calculator Comparison
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with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Aditya Birla Sun Life CRISIL IBX 50 50 Gilt Plus SDL Apr28 Idx fund (Growth) | NaN | NaN | % | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Debt Holdings
08.28 tn sdl 2028mar
22.3%7.17% govt stock 2028
20.4%7.38% govt stock 2027
17.3%8.27% govt stock 2027
10%6.79% govt stock 2027
8.4%Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 40,756 cr | ||
₹ 16,858 cr | ||
₹ 11,326 cr | ||
₹ 13,754 cr | ||
₹ 10,873 cr |
About the AMC
Aditya Birla Sun Life AMC Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
- | 4.1% | ||
5.2% | 7.4% | ||
5.3% | 6.8% | ||
5.2% | 7.3% | ||
5.3% | 7.1% |
Aditya Birla Sun Life CRISIL IBX 50 50 Gilt Plus SDL Apr28 Idx fund (G) Review
Aditya Birla Sun Life CRISIL IBX 50 50 Gilt Plus SDL Apr28 Idx fund (G) is a Target Maturity Debt fund and has delivered an annualised return of 7.7% over a period of 1 years. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Mohit Sharma, Sanjay Godambe.
Nav of Aditya Birla Sun Life CRISIL IBX 50 50 Gilt Plus SDL Apr28 Idx fund (G) as of 12/6/2023 is ₹10.89 with the total AUM as of 12/7/2023 is ₹413.08. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life CRISIL IBX 50 50 Gilt Plus SDL Apr28 Idx fund (G) was launched on Oct 13, 2022. The category risk of the fund is Moderate Risk.
The minimum SIP amount for Aditya Birla Sun Life CRISIL IBX 50 50 Gilt Plus SDL Apr28 Idx fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Aditya Birla Sun Life CRISIL IBX 50 50 Gilt Plus SDL Apr28 Idx fund (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL IBX 50:50 GiltPlus SDL April 2028.
Aditya Birla Sun Life CRISIL IBX 50 50 Gilt Plus SDL Apr28 Idx fund (G) is rated as a 0 fund in Debt and delivered 6.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Aditya Birla Sun Life CRISIL IBX 50 50 Gilt Plus SDL Apr28 Idx fund (G).
Frequently Asked Questions
What is Aditya Birla Sun Life CRISIL IBX 50 50 Gilt Plus SDL Apr28 Idx fund (G)?
How to invest in Aditya Birla Sun Life CRISIL IBX 50 50 Gilt Plus SDL Apr28 Idx fund (G)?
You can invest in Aditya Birla Sun Life CRISIL IBX 50 50 Gilt Plus SDL Apr28 Idx fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Aditya Birla Sun Life CRISIL IBX 50 50 Gilt Plus SDL Apr28 Idx fund (G)?
The minimum sip amount for Aditya Birla Sun Life CRISIL IBX 50 50 Gilt Plus SDL Apr28 Idx fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Aditya Birla Sun Life CRISIL IBX 50 50 Gilt Plus SDL Apr28 Idx fund (G) good to invest in?
As per Scripbox experts, Aditya Birla Sun Life CRISIL IBX 50 50 Gilt Plus SDL Apr28 Idx fund (G) is a Not Reviewed Yet fund. You can investAditya Birla Sun Life CRISIL IBX 50 50 Gilt Plus SDL Apr28 Idx fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Aditya Birla Sun Life CRISIL IBX 50 50 Gilt Plus SDL Apr28 Idx fund (G)?
The expense ratio of the Aditya Birla Sun Life CRISIL IBX 50 50 Gilt Plus SDL Apr28 Idx fund (G) is 0.35% for regular plan.