Aditya Birla Sun Life Crisil Ibx 6040 Sdl Aaa Psu Apr 2027 Index Fund Regular Plan Growth

Risk: Low to Moderate
₹ 11.43
NAV (Sep 13,2024)

Aditya Birla Sun Life CRISIL IBX 60:40 SDL + AAA PSU - Apr 2027 Index Fund - Regular Plan - Growth is a reliable investment option by Aditya Birla Sun Life. With a minimum investment requirement of INR 500, this fund provides growth opportunities through a mix of SDL and AAA PSU bonds. The fund's establishment date is March 29, 2022, and it has an expense ratio of 0.4%. The fund aims to generate potential returns for investors till April 2027.

Aditya Birla Sun Life Crisil Ibx 6040 Sdl Aaa Psu Apr 2027 Index Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Aditya Birla Sun Life Crisil Ibx 6040 Sdl Aaa Psu Apr 2027 Index Fund Regular Plan Growth 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

    0.35
  • Sortino
    UM_URBAN_MONEY

    0.65

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.40%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 1615.42 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹500.00

Scheme Riskometer

Investors understand that their principal will be at
Low to Moderate

Investment Return Calculator

as on Sep 16, 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₹ 10,214.86 (2.15%)₹ 10,396.92 (3.97%)₹ 10,774.22 (7.74%)₹ -- (--)₹ -- (--)
₹ 30,000₹ 30,644.58 (2.15%)₹ 31,190.76 (3.97%)₹ 32,322.66 (7.74%)₹ -- (--)₹ -- (--)
₹ 50,000₹ 51,074.3 (2.15%)₹ 51,984.6 (3.97%)₹ 53,871.1 (7.74%)₹ -- (--)₹ -- (--)
₹ 80,000₹ 81,718.88 (2.15%)₹ 83,175.36 (3.97%)₹ 86,193.76 (7.74%)₹ -- (--)₹ -- (--)
₹ 1,00,000₹ 1,02,148.6 (2.15%)₹ 1,03,969.2 (3.97%)₹ 1,07,742.2 (7.74%)₹ -- (--)₹ -- (--)

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

  • State Government Securities41.31%
  • Government of India15.13%
  • Power Finance Corporation Limited13.06%
  • National Bank For Agriculture and Rural Development10.66%
  • REC Limited9.35%
  • Net Receivables Payables2.68%
  • Export Import Bank of India2.46%
  • Small Industries Development Bank of India2.40%
  • Clearing Corporation of India Limited1.30%
  • GOI MAR STRIPS1.07%
  • GOI DEC STRIPS0.55%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

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

Kotak Corporate Bond Fund - GrowthKotak Corporate Bond Fund - Growth

DEBT

Moderate

8.27%

ICICI Prudential Corporate Bond Fund - GrowthICICI Prudential Corporate Bond Fund - Growth

DEBT

Moderate

7.84%

TRUSTMF Corporate Bond Fund - Regular Plan - GrowthTRUSTMF Corporate Bond Fund - Regular Plan - Growth

DEBT

Moderate

7.72%

UTI Corporate Bond Fund - Regular Plan - GrowthUTI Corporate Bond Fund - Regular Plan - Growth

DEBT

Moderate

7.71%

Bandhan Corporate Bond Fund - Regular Plan - GrowthBandhan Corporate Bond Fund - Regular Plan - Growth

DEBT

Moderate

7.67%

Franklin India Corporate Debt Fund - Plan A - GrowthFranklin India Corporate Debt Fund - Plan A - Growth

DEBT

Low to Moderate

7.63%

Nippon India Corporate Bond Fund - GrowthNippon India Corporate Bond Fund - Growth

DEBT

Moderate

6.84%

HDFC Corporate Bond Fund - GrowthHDFC Corporate Bond Fund - Growth

DEBT

Moderate

6.63%

Axis Corporate Debt Fund - Regular Plan - GrowthAxis Corporate Debt Fund - Regular Plan - Growth

DEBT

Moderate

6.48%

PGIM India Corporate Bond Fund - GrowthPGIM India Corporate Bond Fund - Growth

DEBT

Moderate

6.22%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Kotak Corporate Bond Fund - GrowthKotak Corporate Bond Fund - Growth

DEBT

Moderate

7.78%

HDFC Corporate Bond Fund - GrowthHDFC Corporate Bond Fund - Growth

DEBT

Moderate

7.48%

Mirae Asset Corporate Bond Fund - Regular Plan - GrowthMirae Asset Corporate Bond Fund - Regular Plan - Growth

DEBT

Moderate

7.31%

Tata Corporate Bond Fund - Regular Plan - GrowthTata Corporate Bond Fund - Regular Plan - Growth

DEBT

Moderate

7.07%

Axis Corporate Debt Fund - Regular Plan - GrowthAxis Corporate Debt Fund - Regular Plan - Growth

DEBT

Moderate

7.04%

Invesco India Corporate Bond Fund - GrowthInvesco India Corporate Bond Fund - Growth

DEBT

Moderate

7.03%

Edelweiss Nifty PSU Bond Plus SDL Apr 2027 50:50 Index Fund - Regular Plan - GrowthEdelweiss Nifty PSU Bond Plus SDL Apr 2027 50:50 Index Fund - Regular Plan - Growth

DEBT

Low to Moderate

6.89%

DSP Corporate Bond Fund - Regular Plan - GrowthDSP Corporate Bond Fund - Regular Plan - Growth

DEBT

Moderate

6.78%

Sundaram Corporate Bond Fund - GrowthSundaram Corporate Bond Fund - Growth

DEBT

Moderate

6.53%

Canara Robeco Corporate Bond Fund - Regular Plan - GrowthCanara Robeco Corporate Bond Fund - Regular Plan - Growth

DEBT

Moderate

6.25%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

ICICI Prudential Corporate Bond Fund - GrowthICICI Prudential Corporate Bond Fund - Growth

DEBT

Moderate

5.92%

Nippon India Corporate Bond Fund - GrowthNippon India Corporate Bond Fund - Growth

DEBT

Moderate

5.76%

Kotak Corporate Bond Fund - GrowthKotak Corporate Bond Fund - Growth

DEBT

Moderate

5.73%

UTI Corporate Bond Fund - Regular Plan - GrowthUTI Corporate Bond Fund - Regular Plan - Growth

DEBT

Moderate

5.45%

HSBC Corporate Bond Fund - Regular Plan - GrowthHSBC Corporate Bond Fund - Regular Plan - Growth

DEBT

Moderate

5.36%

Franklin India Corporate Debt Fund - Plan A - GrowthFranklin India Corporate Debt Fund - Plan A - Growth

DEBT

Low to Moderate

5.22%

HDFC Corporate Bond Fund - GrowthHDFC Corporate Bond Fund - Growth

DEBT

Moderate

5.21%

Axis Corporate Debt Fund - Regular Plan - GrowthAxis Corporate Debt Fund - Regular Plan - Growth

DEBT

Moderate

5.09%

Union Corporate Bond Fund - Regular Plan - GrowthUnion Corporate Bond Fund - Regular Plan - Growth

DEBT

Moderate

5.04%

Baroda BNP Paribas Corporate Bond Fund - GrowthBaroda BNP Paribas Corporate Bond Fund - Growth

DEBT

Moderate

4.19%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

HDFC Corporate Bond Fund - GrowthHDFC Corporate Bond Fund - Growth

DEBT

Moderate

7.30%

Sundaram Corporate Bond Fund - GrowthSundaram Corporate Bond Fund - Growth

DEBT

Moderate

7.20%

Nippon India Corporate Bond Fund - GrowthNippon India Corporate Bond Fund - Growth

DEBT

Moderate

6.70%

UTI Corporate Bond Fund - Regular Plan - GrowthUTI Corporate Bond Fund - Regular Plan - Growth

DEBT

Moderate

6.63%

PGIM India Corporate Bond Fund - GrowthPGIM India Corporate Bond Fund - Growth

DEBT

Moderate

6.47%

Kotak Corporate Bond Fund - GrowthKotak Corporate Bond Fund - Growth

DEBT

Moderate

6.42%

Axis Corporate Debt Fund - Regular Plan - GrowthAxis Corporate Debt Fund - Regular Plan - Growth

DEBT

Moderate

6.36%

Bandhan Corporate Bond Fund - Regular Plan - GrowthBandhan Corporate Bond Fund - Regular Plan - Growth

DEBT

Moderate

6.34%

Franklin India Corporate Debt Fund - Plan A - GrowthFranklin India Corporate Debt Fund - Plan A - Growth

DEBT

Low to Moderate

5.96%

Baroda BNP Paribas Corporate Bond Fund - GrowthBaroda BNP Paribas Corporate Bond Fund - Growth

DEBT

Moderate

4.40%

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).

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Compare with similar Funds

Aditya Birla Sun Life CRISIL IBX 60:40 SDL + AAA PSU - Apr 2027 Index Fund - Regular Plan - Growth

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Mirae Asset Corporate Bond Fund - Regular Plan - Growth

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vs

Edelweiss Nifty PSU Bond Plus SDL Apr 2027 50:50 Index Fund - Regular Plan - Growth

Aditya Birla Sun Life CRISIL IBX 60:40 SDL + AAA PSU - Apr 2027 Index Fund - Regular Plan - Growth

vs

Invesco India Corporate Bond Fund - Growth

Aditya Birla Sun Life CRISIL IBX 60:40 SDL + AAA PSU - Apr 2027 Index Fund - Regular Plan - Growth

vs

Baroda BNP Paribas Corporate Bond Fund - Growth

Aditya Birla Sun Life CRISIL IBX 60:40 SDL + AAA PSU - Apr 2027 Index Fund - Regular Plan - Growth

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HSBC Corporate Bond Fund - Regular Plan - Growth

FAQ's

What is the risk level associated with the Aditya Birla Sun Life CRISIL IBX 60:40 SDL + AAA PSU - Apr 2027 Index Fund - Regular Plan - Growth?

The Aditya Birla Sun Life CRISIL IBX 60:40 SDL + AAA PSU - Apr 2027 Index Fund - Regular Plan - Growth is a mutual fund with a low to moderate risk level.

What is the current NAV (Net Asset Value) of the Aditya Birla Sun Life CRISIL IBX 60:40 SDL + AAA PSU - Apr 2027 Index Fund - Regular Plan - Growth as of Sep 13,2024?

The current NAV of the Aditya Birla Sun Life CRISIL IBX 60:40 SDL + AAA PSU - Apr 2027 Index Fund - Regular Plan - Growth as of Sep 13,2024 is INR 11.43.

What are the returns generated by the Aditya Birla Sun Life CRISIL IBX 60:40 SDL + AAA PSU - Apr 2027 Index Fund - Regular Plan - Growth over the past 1, 3, and 5 years?

The Aditya Birla Sun Life CRISIL IBX 60:40 SDL + AAA PSU - Apr 2027 Index Fund - Regular Plan - Growth has delivered returns of 6.97%, $3yearret over 3 years, and $5yearret over 5 years.

What is the expense ratio associated with the Aditya Birla Sun Life CRISIL IBX 60:40 SDL + AAA PSU - Apr 2027 Index Fund - Regular Plan - Growth?

The Aditya Birla Sun Life CRISIL IBX 60:40 SDL + AAA PSU - Apr 2027 Index Fund - Regular Plan - Growth has a low expense ratio of 0.4%.

What is the minimum investment amount required for the Aditya Birla Sun Life CRISIL IBX 60:40 SDL + AAA PSU - Apr 2027 Index Fund - Regular Plan - Growth?

The Aditya Birla Sun Life CRISIL IBX 60:40 SDL + AAA PSU - Apr 2027 Index Fund - Regular Plan - Growth has a minimum investment amount of INR 500.

Is there a systematic investment plan (SIP) available for the Aditya Birla Sun Life CRISIL IBX 60:40 SDL + AAA PSU - Apr 2027 Index Fund - Regular Plan - Growth?

Yes, you can invest in the Aditya Birla Sun Life CRISIL IBX 60:40 SDL + AAA PSU - Apr 2027 Index Fund - Regular Plan - Growth through SIP starting from INR 500 per month.

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