Aditya Birla Sun Life Crisil Ibx 5050 Gilt Plus Sdl Apr 2028 Index Fund Regular Plan Idcw

Risk: Moderate
₹ 11.52
NAV (Jul 26,2024)

Invest in the Aditya Birla Sun Life CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund - Regular Plan - IDCW, a mutual fund scheme with an expense ratio of 0.35%. The scheme has an AUM (Assets Under Management) of INR 416.79 crore and a minimum investment requirement of INR 500. The Lock Period for this fund is 0 years. Established on October 13, 2022, this fund is a great choice for investors looking to diversify their portfolio and maximize returns.

Aditya Birla Sun Life Crisil Ibx 5050 Gilt Plus Sdl Apr 2028 Index Fund Regular Plan Idcw Latest Trend

  • 1M
  • 2M
  • 3M

Aditya Birla Sun Life Crisil Ibx 5050 Gilt Plus Sdl Apr 2028 Index Fund Regular Plan Idcw Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    0
  • P/B Ratio
    UM_URBAN_MONEY

    0
  • Alpha
    UM_URBAN_MONEY

    0
  • Beta
    UM_URBAN_MONEY

    0
  • Sharpe
    UM_URBAN_MONEY

    0.16
  • Sortino
    UM_URBAN_MONEY

    0.33

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.35%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 416.79 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹500.00

Scheme Riskometer

Investors understand that their principal will be at
Moderate

Investment Return Calculator

as on Jul 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 10,263.93 (2.64%)₹ 10,410.98 (4.11%)₹ 10,753.62 (7.54%)₹ -- (--)₹ -- (--)
₹ 30,000₹ 30,791.79 (2.64%)₹ 31,232.94 (4.11%)₹ 32,260.86 (7.54%)₹ -- (--)₹ -- (--)
₹ 50,000₹ 51,319.65 (2.64%)₹ 52,054.9 (4.11%)₹ 53,768.1 (7.54%)₹ -- (--)₹ -- (--)
₹ 80,000₹ 82,111.44 (2.64%)₹ 83,287.84 (4.11%)₹ 86,028.96 (7.54%)₹ -- (--)₹ -- (--)
₹ 1,00,000₹ 1,02,639.3 (2.64%)₹ 1,04,109.8 (4.11%)₹ 1,07,536.2 (7.54%)₹ -- (--)₹ -- (--)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Government of India57.52%
  • State Government Securities35.87%
  • GOI MAR STRIPS3.71%
  • Net Receivables Payables2.09%
  • Clearing Corporation of India Limited0.81%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Axis Gilt Fund - Regular Plan - GrowthAxis Gilt Fund - Regular Plan - Growth

DEBT

Moderate

11.62%

HSBC Gilt Fund - Regular Plan - GrowthHSBC Gilt Fund - Regular Plan - Growth

DEBT

Moderate

10.00%

Nippon India Gilt Securities Fund - GrowthNippon India Gilt Securities Fund - Growth

DEBT

Moderate

9.91%

IDBI Gilt Fund - GrowthIDBI Gilt Fund - Growth

DEBT

Low

9.83%

SBI Magnum Gilt Fund - Regular Plan - GrowthSBI Magnum Gilt Fund - Regular Plan - Growth

DEBT

Moderate

8.65%

UTI Gilt Fund - Regular Plan - GrowthUTI Gilt Fund - Regular Plan - Growth

DEBT

Moderate

8.07%

ICICI Prudential Gilt Fund - GrowthICICI Prudential Gilt Fund - Growth

DEBT

Moderate

8.06%

Union Gilt Fund - Regular Plan - GrowthUnion Gilt Fund - Regular Plan - Growth

DEBT

Moderate

7.89%

Baroda BNP Paribas Gilt Fund - Regular Plan - GrowthBaroda BNP Paribas Gilt Fund - Regular Plan - Growth

DEBT

Moderate

7.33%

Franklin India Government Securities Fund - GrowthFranklin India Government Securities Fund - Growth

DEBT

Moderate

6.79%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

DSP Gilt Fund - Regular Plan - GrowthDSP Gilt Fund - Regular Plan - Growth

DEBT

Moderate

8.95%

Invesco India Gilt Fund - GrowthInvesco India Gilt Fund - Growth

DEBT

Moderate

8.87%

Tata Gilt Securities Fund - Regular Plan - GrowthTata Gilt Securities Fund - Regular Plan - Growth

DEBT

Moderate

8.65%

Edelweiss Government Securities Fund - Regular Plan - GrowthEdelweiss Government Securities Fund - Regular Plan - Growth

DEBT

Moderate

8.52%

Kotak Gilt Fund - Regular Plan - GrowthKotak Gilt Fund - Regular Plan - Growth

DEBT

Moderate

8.26%

Canara Robeco Gilt Fund - Regular Plan - GrowthCanara Robeco Gilt Fund - Regular Plan - Growth

DEBT

Moderate

7.75%

Mirae Asset Nifty SDL Jun 2027 Index Fund - Regular Plan - GrowthMirae Asset Nifty SDL Jun 2027 Index Fund - Regular Plan - Growth

DEBT

Low to Moderate

7.51%

Union Gilt Fund - Regular Plan - GrowthUnion Gilt Fund - Regular Plan - Growth

DEBT

Moderate

7.34%

Quant Gilt Fund - Regular Plan - GrowthQuant Gilt Fund - Regular Plan - Growth

DEBT

Moderate

6.28%

IDBI Gilt Fund - GrowthIDBI Gilt Fund - Growth

DEBT

Low

2.27%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

ICICI Prudential Gilt Fund - GrowthICICI Prudential Gilt Fund - Growth

DEBT

Moderate

5.92%

SBI Magnum Gilt Fund - Regular Plan - GrowthSBI Magnum Gilt Fund - Regular Plan - Growth

DEBT

Moderate

5.88%

Nippon India Gilt Securities Fund - GrowthNippon India Gilt Securities Fund - Growth

DEBT

Moderate

5.28%

Axis Gilt Fund - Regular Plan - GrowthAxis Gilt Fund - Regular Plan - Growth

DEBT

Moderate

5.20%

UTI Gilt Fund - Regular Plan - GrowthUTI Gilt Fund - Regular Plan - Growth

DEBT

Moderate

4.93%

HDFC Gilt Fund - GrowthHDFC Gilt Fund - Growth

DEBT

Moderate

4.80%

Baroda BNP Paribas Gilt Fund - Regular Plan - GrowthBaroda BNP Paribas Gilt Fund - Regular Plan - Growth

DEBT

Moderate

4.54%

Franklin India Government Securities Fund - GrowthFranklin India Government Securities Fund - Growth

DEBT

Moderate

4.50%

IDBI Gilt Fund - GrowthIDBI Gilt Fund - Growth

DEBT

Low

4.46%

HSBC Gilt Fund - Regular Plan - GrowthHSBC Gilt Fund - Regular Plan - Growth

DEBT

Moderate

4.15%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Bandhan Government Securities Fund - Constant Maturity Plan - Regular Plan - GrowthBandhan Government Securities Fund - Constant Maturity Plan - Regular Plan - Growth

DEBT

Moderate

7.89%

ICICI Prudential Gilt Fund - GrowthICICI Prudential Gilt Fund - Growth

DEBT

Moderate

7.56%

Kotak Gilt Fund - Regular Plan - GrowthKotak Gilt Fund - Regular Plan - Growth

DEBT

Moderate

7.36%

UTI Gilt Fund - Regular Plan - GrowthUTI Gilt Fund - Regular Plan - Growth

DEBT

Moderate

7.19%

LIC MF Gilt Fund - Regular Plan - GrowthLIC MF Gilt Fund - Regular Plan - Growth

DEBT

Moderate

6.70%

PGIM India Gilt Fund - GrowthPGIM India Gilt Fund - Growth

DEBT

Moderate

6.60%

Baroda BNP Paribas Gilt Fund - Regular Plan - GrowthBaroda BNP Paribas Gilt Fund - Regular Plan - Growth

DEBT

Moderate

6.27%

HDFC Gilt Fund - GrowthHDFC Gilt Fund - Growth

DEBT

Moderate

5.95%

HSBC Gilt Fund - Regular Plan - GrowthHSBC Gilt Fund - Regular Plan - Growth

DEBT

Moderate

5.44%

IDBI Gilt Fund - GrowthIDBI Gilt Fund - Growth

DEBT

Low

4.66%

Show all Funds

Fund Managers

MS

Mr. Mohit SharmaFund Manager

He has around 10 years of experience of which 7 years are in financial markets. He joined Birla Sun Life Asset Management Co. Ltd in October 2015. 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 theEquity Research in Irevna Ltd (June 2005 - June 2006).

SG

Mr. Sanjay GodambeFund Manager

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Compare with similar Funds

Aditya Birla Sun Life CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund - Regular Plan - IDCW

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Aditya Birla Sun Life CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund - Regular Plan - IDCW

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HDFC Gilt Fund - Growth

Aditya Birla Sun Life CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund - Regular Plan - IDCW

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ICICI Prudential Gilt Fund - Growth

Aditya Birla Sun Life CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund - Regular Plan - IDCW

vs

Kotak Gilt Fund - Regular Plan - Growth

Aditya Birla Sun Life CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund - Regular Plan - IDCW

vs

Bandhan Government Securities Fund - Constant Maturity Plan - Regular Plan - Growth

Aditya Birla Sun Life CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund - Regular Plan - IDCW

vs

LIC MF Gilt Fund - Regular Plan - Growth

Aditya Birla Sun Life CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund - Regular Plan - IDCW

vs

HSBC Gilt Fund - Regular Plan - Growth

Aditya Birla Sun Life CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund - Regular Plan - IDCW

vs

Baroda BNP Paribas Gilt Fund - Regular Plan - Growth

Aditya Birla Sun Life CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund - Regular Plan - IDCW

vs

IDBI Gilt Fund - Growth

Aditya Birla Sun Life CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund - Regular Plan - IDCW

vs

PGIM India Gilt Fund - Growth

FAQ's

What is the risk level associated with the Aditya Birla Sun Life CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund - Regular Plan - IDCW?

The Aditya Birla Sun Life CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund - Regular Plan - IDCW is a mutual fund that carries a moderate risk.

What is the current NAV (Net Asset Value) of the Aditya Birla Sun Life CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund - Regular Plan - IDCW as of Jul 26,2024?

The current NAV of the Aditya Birla Sun Life CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund - Regular Plan - IDCW as of Jul 26,2024 is INR 11.52.

What are the returns generated by the Aditya Birla Sun Life CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund - Regular Plan - IDCW over the past 1, 3, and 5 years?

The Aditya Birla Sun Life CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund - Regular Plan - IDCW has provided 7.50% returns in the last year, $3yearret over 3 years, and $5yearret over 5 years.

What is the expense ratio associated with the Aditya Birla Sun Life CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund - Regular Plan - IDCW?

The Aditya Birla Sun Life CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund - Regular Plan - IDCW has a 0.35% expense ratio.

What is the minimum investment amount required for the Aditya Birla Sun Life CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund - Regular Plan - IDCW?

The minimum investment amount for the Aditya Birla Sun Life CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund - Regular Plan - IDCW is INR 500.

Is there a systematic investment plan (SIP) available for the Aditya Birla Sun Life CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund - Regular Plan - IDCW?

Yes, the Aditya Birla Sun Life CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund - Regular Plan - IDCW offers SIP starting from INR 500 per month.

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