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Debt Index Tmifregulargrowth📊 CRISIL IBX 50:50 Gilt Plus SDL Index - April 2028

Aditya Birla Sun Life Crisil IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund-Regular Growth

Aditya Birla Sun Life Mutual Fund

#37 of 60 (1Y)

₹13.0198

0.01 (+0.07%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹13.0198

0.01 (+0.07%)

29 May 2026

AMFI: 150703

Direct · Growth

₹₹13.0926

0.01 (+0.07%)

29 May 2026

AMFI: 150702

Regular · IDCW

₹₹13.0210

0.01 (+0.07%)

29 May 2026

AMFI: 150705

Direct · IDCW

₹₹13.0905

0.01 (+0.07%)

29 May 2026

AMFI: 150704

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-0.08%
1 Month-0.07%
3 Months+0.28%
6 Months+1.68%
1 Year+4.57%
3 Years (CAGR)+6.98%
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Sept 2022)+7.48%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+3.98%
3 Year SIP+6.73%
5 Year SIP
Since Inception (Sept 2022)+6.94%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹21,500

Invested

₹24,338

Value today

6.9%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

500 lumpsum at launch — value today

Invested on the fund's first NAV date

₹500

Invested

₹651

Value today

7.6%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹7,74,453

Value today

-0.9%

vs lumpsum

Direct lumpsum would have beaten STP by 0.9% — but STP reduced timing risk

Model your own STP with real NAV

Direct vs Regular — ₹500/month over 3 years

Expense ratio drag on your actual returns

Direct plan

₹20,578

Regular plan

₹20,527

Direct earns ₹51 more on a ₹18K investment0.09% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseAditya Birla Sun Life Mutual Fund
CategoryDebt Index Tmif
Plan Typeregular
Optiongrowth
AUM₹389 Cr
Expense Ratio0.35%
Min SIP₹500
Min Lumpsum₹500
BenchmarkCRISIL IBX 50:50 Gilt Plus SDL Index - April 2028
Launch Date28 Sept 2022
AMFI Code150703

Risk Metrics

Trailing 1 year, annualised

0.47

Sharpe Ratio

Alpha

Beta

0.48

Sortino

1.05%

Std Dev

-0.82%

Max Drawdown

Portfolio Holdings

Top 24 holdings · as of Mar 2026

Debt2 holdings · 4.6%
Security% NAV

0% GOI - 12MAR28 STRIPS

IN000328C053

3.44%

0% GOI - 19MAR28 STRIPS

IN000328C046

1.14%
Other22 holdings · 92.8%
Security% NAV

Government of India (10/04/2028)

IN0020230010

25.62%

State Government Securities (14/03/2028)

IN3120170151

17.98%

Government of India (21/09/2027)

IN0020070069

11.59%

State Government Securities (18/04/2028)

IN3120180010

7.03%

Government of India (20/06/2027)

IN0020220037

6.35%

State Government Securities (25/04/2028)

IN3120180028

5.14%

State Government Securities (22/04/2028)

IN4520200044

4.93%

State Government Securities (27/03/2028)

IN2920170205

2.66%

State Government Securities (07/03/2028)

IN3120170144

1.46%

State Government Securities (21/02/2028)

IN1520170219

1.32%

State Government Securities (28/02/2028)

IN3320170191

1.28%

State Government Securities (27/03/2028)

IN3520170090

1.28%

State Government Securities (27/03/2028)

IN1620170168

1.28%

State Government Securities (14/03/2028)

IN1520170243

1.18%

State Government Securities (21/02/2028)

IN3120170128

0.90%

State Government Securities (24/01/2028)

IN2120170070

0.77%

State Government Securities (31/01/2028)

IN1620170119

0.66%

State Government Securities (25/04/2028)

IN1520180036

0.64%

State Government Securities (21/02/2028)

IN2020170121

0.26%

State Government Securities (31/01/2028)

IN1520170185

0.26%

State Government Securities (14/03/2028)

IN3320170217

0.14%

State Government Securities (21/02/2028)

IN2920170155

0.06%

Performance Comparison

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Investment Objective

Aditya Birla Sun Life Crisil IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund-Regular Growth is a passively managed fund that tracks a specific market index, aiming to replicate its returns with minimal tracking error. Index funds offer low-cost, diversified exposure to the market with full transparency of holdings.

About This Fund

Aditya Birla Sun Life Crisil IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund-Regular Growth is a Debt Index Tmif mutual fund offered by Aditya Birla Sun Life Mutual Fund. The fund has been operational for over 3 years. It manages assets worth ₹389 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against CRISIL IBX 50:50 Gilt Plus SDL Index - April 2028. The current expense ratio is 0.35%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • Cost-conscious investors who prefer passive investing with low expense ratios
  • SIP investors who can benefit from rupee cost averaging during market fluctuations