Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2027 Index Fund
Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2027 Index Fund
Target MaturityRank #22
Not Rated
NAV (2026-07-14)
₹12.96
AUM
₹1,361.41 Cr
Exp. Ratio: 0.33%
RISK LEVEL
Low To Moderate
Returns & Performance
1 Year5.81%0.68% vs cat avgRank #13
3 Year7.15%0.09% vs cat avgRank #49
5 Year----
Since Launch6.22%--
Fund vs Category Average
1Y
5.81%+0.68%
3Y
7.15%-0.09%
Pros & Cons
Pros
✔Outperforms category avg on 1Y returns
✔No lock-in period
✔Low expense ratio (0.33%)
✔Decent 1Y category rank (#13)
Cons
✖3Y returns below category average
✖Overall rank #22 in category
ISININF209KB17H6
NAV₹12.96
NAV Date2026-07-14
AUM₹1,361.41 Cr
Expense Ratio0.33%
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 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 2027 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).
