Aditya Birla Sun Life CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund
Aditya Birla Sun Life CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund
Target MaturityRank #87
Not Rated
NAV (2026-07-14)
₹13.19
AUM
₹2,023 Cr
Exp. Ratio: 0.35%
RISK LEVEL
Low To Moderate
Returns & Performance
1 Year5.02%0.11% vs cat avgRank #60
3 Year7.26%0.02% vs cat avgRank #31
5 Year----
Since Launch7.64%--
Fund vs Category Average
1Y
5.02%-0.11%
3Y
7.26%+0.02%
Pros & Cons
Pros
✔Strong 3Y track record vs category
✔No lock-in period
✔Low expense ratio (0.35%)
Cons
✖1Y returns trail category average
✖1Y category rank outside top 15 (#60)
✖Overall rank #87 in category
ISININF209KB12N5
NAV₹13.19
NAV Date2026-07-14
AUM₹2,023 Cr
Expense Ratio0.35%
RiskLow To Moderate
RatingNot Rated / 5
Min SIP Amount₹500
Max SIP Amount₹999999999
Min Additional Inv.₹500
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1994-12-23
INVESTMENT OBJECTIVE
The Scheme is seeks 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.
Exit Load--
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsReturns are taxed as per your income tax slab.
Mohit Sharma
Mr. Sharma is B Tech (IIT - Madras) and PGDCM (IIM Calcutta).
Prior to joining Aditya Birla Sun Life AMC, 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).
