Aditya Birla Sun Life CRISIL IBX Gilt Apr 2028 Index Fund Regular-IDCW

Aditya Birla Sun Life CRISIL IBX Gilt Apr 2028 Index Fund Regular-IDCW: Mutual Fund Overview

Aditya Birla Sun Life CRISIL IBX Gilt Apr 2028 Index Fund Regular-IDCW is an Target Maturity mutual fund with over 3.03 years of performance history. The scheme manages an AUM of ₹20.67 Cr and has a NAV of ₹12.3003. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹500.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 6.55%.

Debt, Target Maturity, Principal at low to moderate risk

1 Year Return 6.55% at 24 Mar 2026 03:28 PM

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Fund Details

NAV 12.3003

Sub-Type Target Maturity

Rating Not Rated

Min. SIP Amount ₹500.0

Fund Age(Year) 3.03

Fund Size(in Crores) 20.67

Fund Performance

1 Month -0.06%

3 Month 0.94%

6 Month 2.26%

1 Year 6.55%

3 Year 7.01%

5 Year 0.0%

Know This Fund

As on 24 Mar 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (0%) Market Cap Top Sectors Top Holding

Debt & Others (100%) Sector Allocation Reverse Repo 2.13 GOI Securities 96.3 Net Receivables 1.57 Debt Credit Ratings SOV 96.3 Cash & Call Money 3.7 Debt Category GOI 96.3 Others 3.7

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund Regular-Growth Ret 1M -0.15% Ret 1Y 6.91% Ret 3Y 7.63% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund Regular-IDCW Ret 1M -0.15% Ret 1Y 6.91% Ret 3Y 7.63% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2025 Index Fund Regular-Growth Ret 1M 0.47% Ret 1Y 6.94% Ret 3Y 6.08% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2025 Index Fund Regular-IDCW Ret 1M 0.47% Ret 1Y 6.94% Ret 3Y 6.08% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 60:40 SDL+ AAA PSU Apr 2026 Index Fund Regular-Growth Ret 1M 0.35% Ret 1Y 6.33% Ret 3Y 6.92% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 60:40 SDL+ AAA PSU Apr 2026 Index Fund Regular-IDCW Ret 1M 0.35% Ret 1Y 6.33% Ret 3Y 6.92% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2027 Index Fund Regular-Growth Ret 1M 0.32% Ret 1Y 7.1% Ret 3Y 7.39% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2027 Index Fund Regular-IDCW Ret 1M 0.32% Ret 1Y 7.1% Ret 3Y 7.39% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL-IBX AAA Financial Services Index-Sep 2027 Fund Regular-Growth Ret 1M 0.09% Ret 1Y 7.25% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL-IBX AAA Financial Services Index-Sep 2027 Fund Regular-IDCW Ret 1M 0.09% Ret 1Y 7.25% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL-IBX AAA NBFC-HFC Index-Dec 2025 Fund Regular-Growth Ret 1M 0.45% Ret 1Y 7.19% Ret 3Y 0% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 0.79%

Exit Load 0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Bhupesh Bameta

Education Mr. Bameta has done B.Tech (IIT Kanpur), CFA Charterholder (CFA Institute, USA)

Experience Prior to joining Aditya Birla Sun Life Mutual Fund as an Analyst, Fixed Income. He was the Head of Research in Forex and Rates Desk at Edelweiss Securities Limited, covering global and Indian forex markets and economies. He was also associated with Quant Capital for 6 years as an Economist and was covering Indian and global economy and markets.

Sanjay Godambe

Education Mr. Godambe is a Diploma in Finance Management and B. Com

Experience He is a finance professional with experience of over 14 years in mutual funds and its related activities (including fixed income). He possesses proficient knowledge in Government Securities, Corporate Bonds, Certificate of Deposits and Commercial Papers.

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at low to moderate risk

AMC and Fund details

Rank (total sets) 51

Date of Incorporation 2023-03-15

Total AUM 435493.47

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.

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Aditya Birla Sun Life CRISIL IBX Gilt Apr 2028 Index Fund Regular-IDCW FAQs

How to invest in Aditya Birla Sun Life CRISIL IBX Gilt Apr 2028 Index Fund Regular-IDCW?

Investing in Aditya Birla Sun Life CRISIL IBX Gilt Apr 2028 Index Fund Regular-IDCW through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.

What is the expense ratio of Aditya Birla Sun Life CRISIL IBX Gilt Apr 2028 Index Fund Regular-IDCW?

The term expense ratio for Aditya Birla Sun Life CRISIL IBX Gilt Apr 2028 Index Fund Regular-IDCW or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Aditya Birla Sun Life CRISIL IBX Gilt Apr 2028 Index Fund Regular-IDCW is 0.79% as of 24 Mar 2026.

What is the NAV of Aditya Birla Sun Life CRISIL IBX Gilt Apr 2028 Index Fund Regular-IDCW?

The NAV of Aditya Birla Sun Life CRISIL IBX Gilt Apr 2028 Index Fund Regular-IDCW is ₹12.3003 as of 24 Mar 2026.

What is the AUM of Aditya Birla Sun Life CRISIL IBX Gilt Apr 2028 Index Fund Regular-IDCW?

The AUM (Assets Under Management) of Aditya Birla Sun Life CRISIL IBX Gilt Apr 2028 Index Fund Regular-IDCW is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Aditya Birla Sun Life CRISIL IBX Gilt Apr 2028 Index Fund Regular-IDCW is ₹20.67 Cr as of 24 Mar 2026.

What is the PE and PB ratio of Aditya Birla Sun Life CRISIL IBX Gilt Apr 2028 Index Fund Regular-IDCW?

The PE ratio of Aditya Birla Sun Life CRISIL IBX Gilt Apr 2028 Index Fund Regular-IDCW shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.

Can I invest in SIP and Lump Sum in Aditya Birla Sun Life CRISIL IBX Gilt Apr 2028 Index Fund Regular-IDCW?

Yes, you can invest in Aditya Birla Sun Life CRISIL IBX Gilt Apr 2028 Index Fund Regular-IDCW through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.

What is the return of Aditya Birla Sun Life CRISIL IBX Gilt Apr 2028 Index Fund Regular-IDCW in the last 5 years?

The return of Aditya Birla Sun Life CRISIL IBX Gilt Apr 2028 Index Fund Regular-IDCW in the last 5 years is 0.0%.

What is the minimum SIP investment required in Aditya Birla Sun Life CRISIL IBX Gilt Apr 2028 Index Fund Regular-IDCW?

The minimum SIP investment in Aditya Birla Sun Life CRISIL IBX Gilt Apr 2028 Index Fund Regular-IDCW depends on the fund's scheme rules and usually starts at a small amount. For Aditya Birla Sun Life CRISIL IBX Gilt Apr 2028 Index Fund Regular-IDCW, the minimum SIP amount is ₹500.0.

What is the current NAV of Aditya Birla Sun Life CRISIL IBX Gilt Apr 2028 Index Fund Regular-IDCW?

The NAV of Aditya Birla Sun Life CRISIL IBX Gilt Apr 2028 Index Fund Regular-IDCW, as of 24 Mar 2026, is ₹12.3003.

Who manages the Aditya Birla Sun Life CRISIL IBX Gilt Apr 2028 Index Fund Regular-IDCW?

The fund managers responsible for Aditya Birla Sun Life CRISIL IBX Gilt Apr 2028 Index Fund Regular-IDCW are: