Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2025 Index Fund
Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2025 Index Fund
Target MaturityRank #107
Not Rated
NAV (2025-04-30)
₹11.87
AUM
₹136.15 Cr
Exp. Ratio: 0.36%
RISK LEVEL
Low
Returns & Performance
1 Year6.95%1.82% vs cat avgRank #96
3 Year6.08%1.16% vs cat avgRank #30
5 Year----
Since Launch5.71%--
Fund vs Category Average
1Y
6.95%+1.82%
3Y
6.08%-1.16%
Pros & Cons
Pros
✔Outperforms category avg on 1Y returns
✔No lock-in period
✔Low expense ratio (0.36%)
Cons
✖3Y returns below category average
✖1Y category rank outside top 15 (#96)
✖Overall rank #107 in category
ISININF209KB11I7
NAV₹11.87
NAV Date2025-04-30
AUM₹136.15 Cr
Expense Ratio0.36%
RiskLow
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 seeks 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.
Exit Load0.50%
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).
