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Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU Apr 2027 Index Fund Direct Growth

Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU Apr 2027 Index Fund Direct Growth

Other

NAV ₹12.56 as on 17 Nov 2025

RiskModerate

Fund Size₹1,518.66Cr

NAV	₹12.56 as on 17 Nov 2025
Risk	Moderate
Fund Size	₹1,518.66Cr

Investment Details

Lock-in

No Lock-in

Min One Time Amount

₹500

Min Withdrawal Amount

₹-

Min SIP Amount

₹500

Min Additional Amount

₹500

Exit Load

Nil

Basic Details

Age

3 years 8 months (Since Mar 29, 2022)

Return since Launch

6.47%

Expense ratio

0.2%

Type

OPEN

AUM (Fund Size)

₹1,518.66

Risk Grade

Moderate

Benchmark

CRISIL IBX 60:40 SDL + AAA PSU Index - April 2027

Calculate Your Returns

Select Duration

Choose Amount

₹

Returns

Total investment of ₹2,40,000

Would have become ₹61,949 (+209.74%)

Fund Manager

Name:

Mohit Sharma

Experience:

He has around 11 years of experience of which 7 years is in financial markets. He joined Birla Sun AMC in October 2015. Prior to joining Birla 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).

Asset Allocation

Currently, data not available

See All

GSEC2027 50.73%

REC Ltd 11.72%

Power Fin.Corpn. 11.41%

N A B A R D 10.78%

GSEC2026 8.79%

E X I M Bank 2.64%

S I D B I 1.89%

Net CA & Others 1.87%

C C I 0.17%

See All

Scheme Holding Summary

Govt. Securities

59.52%

Debt Others

40.48%

See All

Govt. Securities

Debt Others

REC Ltd

11.72%

Power Finance Corporation Ltd

11.41%

National Bank for Agriculture & Rural Development

10.78%

Export-Import Bank of India

2.64%

Small Industries Development Bank of India Ltd

1.89%

Clearing Corporation of India Ltd

0.17%

See All

Riskometer

Level of risk in the scheme

Moderate

High

Low

Very
High

Your investment will be at Moderate Risk

Fund house & investment objective

ADITYA BIRLA SUN LIFE MUTUAL FUND

Rank (total assets)	#6 in India
Total AUM	₹4,28,065.94Cr

Date of Incorporation	05 Sep 1994

Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU Apr 2027 Index Fund Direct Growth is a Other Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 29 Mar 2022. The fund currently has an Asset Under Management(AUM) of ₹4,28,065.94 Cr and the Latest NAV as of 17 Nov 2025 is ₹12.56.
The Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU Apr 2027 Index Fund Direct Growth is rated Moderate. Minimum SIP Investment is set to ₹500 . Minimum Lumpsum Investment is ₹500. Exit load of Nil.

Returns and Rankings

Category: Other Index Fund

Annualised returns

Absolute returns

	1Y	3Y	5Y	All
Fund returns	7.99%	2.49%	-	2.11%
Category average	7.87%	4.38%	3.23%	-
Rank within category	158	109	36	-

FAQ’s

What kind of returns does Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU Apr 2027 Index Fund Direct Growth provide?

Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU Apr 2027 Index Fund Direct Growth has given a return of 7.66% in the past 3 years.

What is the expense ratio charged by Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU Apr 2027 Index Fund Direct Growth?

The Expense Ratio charged by Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU Apr 2027 Index Fund Direct Growth is 0.2%.

What is the AUM size of Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU Apr 2027 Index Fund Direct Growth?

The AUM size of Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU Apr 2027 Index Fund Direct Growth is ₹1,518.66Cr.

What is the minimum SIP amount that you can invest in Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU Apr 2027 Index Fund Direct Growth?

₹500 is the minimum SIP amount that you can invest in Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU Apr 2027 Index Fund Direct Growth .

What are the top stock holdings of Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU Apr 2027 Index Fund Direct Growth?

The top stock holdings of Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU Apr 2027 Index Fund Direct Growth include and REC Ltd.

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Get started with us today and
start building your wealth journey

*By clicking, I agree to the T&C and Whatsapp updates.

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Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU Apr 2027 Index Fund Direct Growth

Open FREE
3-in-1 Account

Start SIPs at just
₹100

Govt. Securities

Debt Others

Govt. Securities

Debt Others

Category: Other Index Fund

FAQ’s

What kind of returns does Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU Apr 2027 Index Fund Direct Growth provide?

What is the expense ratio charged by Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU Apr 2027 Index Fund Direct Growth?

What is the AUM size of Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU Apr 2027 Index Fund Direct Growth?

What is the minimum SIP amount that you can invest in Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU Apr 2027 Index Fund Direct Growth?

What are the top stock holdings of Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU Apr 2027 Index Fund Direct Growth?

Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU Apr 2027 Index Fund Direct Growth

Open FREE 3-in-1 Account

Start SIPs at just ₹100

Govt. Securities

Debt Others

Govt. Securities

Debt Others

Category: Other Index Fund

FAQ’s

What kind of returns does Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU Apr 2027 Index Fund Direct Growth provide?

What is the expense ratio charged by Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU Apr 2027 Index Fund Direct Growth?

What is the AUM size of Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU Apr 2027 Index Fund Direct Growth?

What is the minimum SIP amount that you can invest in Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU Apr 2027 Index Fund Direct Growth?

What are the top stock holdings of Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU Apr 2027 Index Fund Direct Growth?

Open FREE
3-in-1 Account

Start SIPs at just
₹100