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Index Fund📊 CRISIL-IBX AAA NBFC-HFC INDEX - SEP 2026

Aditya Birla Sun Life CRISIL-IBX AAA NBFC-HFC Index Sep 2026 Fund · Regular · Growth

Aditya Birla Sun Life Mutual Fund

#34 of 243 (1Y)

NAV

₹11.2935

as of 17 Jun 2026

Expense Ratio

0.45%

AUM

₹207 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+6.59%
3Y
5Y
Since Inception
+7.47%

SIP returns (XIRR)

1Y
+6.67%
3Y
5Y
Since Inception
+7.08%

SIP since inception — what ₹1,000/month became

Real NAV backtest from day one

₹20,000

Invested

₹21,145

Value today

7.0%

XIRR (p.a.)

1,000/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹1,127

Value today

7.4%

CAGR (p.a.)

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

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₹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

₹7,02,921

Value today

+3.9%

vs lumpsum

STP beat direct lumpsum by 3.9% — reduced timing risk paid off

Model your own STP with real NAV

Risk Metrics

Trailing 1 year, annualised

2.55

Sharpe Ratio

Alpha

Beta

3.45

Sortino

0.45%

Std Dev

-0.07%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseAditya Birla Sun Life Mutual Fund
CategoryIndex Fund
BenchmarkCRISIL-IBX AAA NBFC-HFC INDEX - SEP 2026
Launch Date03 Feb 2023
AMFI Code152945
Transaction facts
Min. Lumpsum₹1,000
Min. SIP₹500
Exit LoadNIL

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Investment Objective

Aditya Birla Sun Life CRISIL-IBX AAA NBFC-HFC Index Sep 2026 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 AAA NBFC-HFC Index Sep 2026 Fund · Regular · Growth is a Index Fund mutual fund offered by Aditya Birla Sun Life Mutual Fund. The fund has been operational for over 3 years. It manages assets worth ₹207 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against CRISIL-IBX AAA NBFC-HFC INDEX - SEP 2026. The current expense ratio is 0.45%.

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