• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life CRISIL IBX SDL 60 40 Plus AAA PSU Apr 25 Idx fund (Growth)

Formerly Aditya BSL CRISIL SDLPAAAPSU0425RgGr

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life CRISIL IBX SDL 60 40 Plus AAA PSU Apr 25 Idx fund (Growth)

OtherOther

10.0765

NAV (Nov 25)

0.8%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

10.0765

NAV (Nov 25)

Fund Returns

Last 1Y

NA

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

0.8%

6 Month CAGR

2.7%

Scheme Information

Investment Objective

The investment objective of the Scheme is to generate returns corresponding to the total returns of the securities as represented by the CRISIL IBX 60:40 SDL + AAA PSU Index – April 2025 before expenses,subject to tracking errors. The Scheme does not guarantee/indicate any returns. There can be no assurance that the objective of the Scheme will be achieved.

Expense Ratio

0.3

Launched (0y ago)

Feb 22, 2022

AUM in Crores

136.926

ISIN

INF209KB11I7

Lock-in

No Lock-in

Benchmark

CRISIL IBX 60:40 SDL + AAA PSU Apr 25

SIP Minimum

0

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

7.49

Fund Managers

Mohit Sharma

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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

Last updated on 2022-11-25

Top Stock Holdings

06.03 rj sdl 2025

10.6%
10.6%

small industries development bank of india

10.5%
10.5%

08.05 hr sdl 2025

8.1%
8.1%

power finance corporation ltd.

7.5%
7.5%

08.07 tn sdl 2025

7.4%
7.4%
See all holdings

Compare Aditya Birla Sun Life CRISIL IBX SDL 60 40 Plus AAA PSU Apr 25 Idx fund (Growth)

Fund NameFund Size
Principal Retirement Sav Conservative fund (G)
Principal Retirement Sav Conservative fund (G)

₹ 1 cr

₹ 148 cr

₹ 14 cr

₹ 3,438 cr

₹ 5 cr

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 299,101 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 83 equity,332 debt and 16 hybrid funds.

amc-img

  • 022-43568000
  • care.mutualfunds@adityabirlacapital.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    Aditya Birla Sun Life Savings Fund (G)
    Aditya Birla Sun Life Savings Fund (G)

    5.2%

    7.4%

    5%

    6.7%

    5.2%

    7.3%

    5%

    7%

    5.2%

    7.4%

    Aditya Birla Sun Life CRISIL IBX SDL 60 40 Plus AAA PSU Apr 25 Idx fund (G) Review

    Aditya Birla Sun Life CRISIL IBX SDL 60 40 Plus AAA PSU Apr 25 Idx fund (G) is a Other Other fund and has delivered an annualised return of 0.8% over a period of 0 years. The fund was previously known as Aditya BSL CRISIL SDLPAAAPSU0425RgGr. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund manager’s name is Mohit Sharma.

    Nav of Aditya Birla Sun Life CRISIL IBX SDL 60 40 Plus AAA PSU Apr 25 Idx fund (G) as of 11/25/2022 is ₹10.08 with the total AUM as of 11/26/2022 is ₹136.926. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life CRISIL IBX SDL 60 40 Plus AAA PSU Apr 25 Idx fund (G) was launched on Feb 22, 2022. The category risk of the fund is Low to Moderate Risk.

    The minimum SIP amount for Aditya Birla Sun Life CRISIL IBX SDL 60 40 Plus AAA PSU Apr 25 Idx fund (G) is ₹0 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.

    Frequently Asked Questions

    What is Aditya Birla Sun Life CRISIL IBX SDL 60 40 Plus AAA PSU Apr 25 Idx fund (G)?

    Aditya Birla Sun Life CRISIL IBX SDL 60 40 Plus AAA PSU Apr 25 Idx fund (G) is a Other Other scheme predominantly investing across Other stocks with an investment objective to generate wealth over the long term.

    How to invest in Aditya Birla Sun Life CRISIL IBX SDL 60 40 Plus AAA PSU Apr 25 Idx fund (G)?

    You can invest in Aditya Birla Sun Life CRISIL IBX SDL 60 40 Plus AAA PSU Apr 25 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 SDL 60 40 Plus AAA PSU Apr 25 Idx fund (G)?

    The minimum sip amount for Aditya Birla Sun Life CRISIL IBX SDL 60 40 Plus AAA PSU Apr 25 Idx fund (G) is ₹0. You can invest in multiples of ₹5000.

    Is Aditya Birla Sun Life CRISIL IBX SDL 60 40 Plus AAA PSU Apr 25 Idx fund (G) good to invest in?

    As per Scripbox experts, Aditya Birla Sun Life CRISIL IBX SDL 60 40 Plus AAA PSU Apr 25 Idx fund (G) is a Not Reviewed Yet fund. You can investAditya Birla Sun Life CRISIL IBX SDL 60 40 Plus AAA PSU Apr 25 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 SDL 60 40 Plus AAA PSU Apr 25 Idx fund (G)?

    The expense ratio of the Aditya Birla Sun Life CRISIL IBX SDL 60 40 Plus AAA PSU Apr 25 Idx fund (G) is 0.3% for regular plan.