Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2025 Index Fund Direct-Growth
Debt, Target Maturity, Principal at low risk
1 Year Return 7.1% at 08 Jun 2026 01:35 PM
Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2025 Index Fund Direct-Growth: Mutual Fund Overview
Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2025 Index Fund Direct-Growth is an Target Maturity mutual fund with over 4.19 years of performance history. The scheme manages an AUM of ₹136.15 Cr and has a NAV of ₹11.9222. 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 7.1%.
Fund Details
NAV 11.9222
Sub-Type Target Maturity
Rating Not Rated
Min. SIP Amount ₹500.0
Fund Age(Year) 4.19
Fund Size(in Crores) 136.15
Fund Performance
1 Month 0.49%
3 Month 1.57%
6 Month 3.28%
1 Year 7.1%
3 Year 6.23%
5 Year 0.0%
Know This Fund
As on 08 Jun 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (96.08%) Market Cap Large Cap 58.05 Mid Cap 23.35 Small Cap 14.68 Top Sectors Financial 28.49 Energy 14.26 Capital Goods 10.94 Automobile 7.07 Services 6.29 Consumer Staples 5.75 Technology 3.97 Construction 3.8 Metals & Mining 3.77 Healthcare 3.08 Chemicals 2.66 Communication 1.79 Materials 1.72 Unclassified 1.2 Consumer Discretionary 0.99 Textiles 0.3 Top Holding 360 One Wam 0.85 Adani Energy Solutions 1.19 Adani Ports and Special Economic Zone 1.55 Adani Power 1.83 Amber Enterprises India 0.99 AU Small Finance Bank 1.55 Axis Bank 1.26 Bajaj Auto 1.13 Bajaj Finance 0.59 Bharat Electronics 2.65 Bharat Petroleum Corporation 0.5 Bharti Airtel 1.79 Ceigall 0.6 CESC 0.94 Chemplast Sanmar 0.17 Coal India 0.9 CreditAccess Grameen 1.35 Divi's Laboratories 0.95 Dr. Lal Pathlabs 1.24 GAIL (India) 0.76 GE Vernova T&D 1.19 Gravita India 0.74 HDFC AMC 1.96 HDFC Bank 3.15 Hindalco Industries 1.73 Hindustan Aero 1.41 ICICI Bank 3.35 ICICI Prudential Asset Management Company 1.2 Indian Bank 1.85 Indusind Bank 1.25 Infosys 1.35 Interglobe Aviation 0.58 ITC 1.07 Kei Industries 1.15 K.P.R. Mill 0.3 Larsen & Toubro 3.18 Mahindra & Mahindra 0.69 MCX 1.92 Motilal Oswal Financial Services 1.2 Muthoot Finance 1.35 Navin Fluorine International 1.99 Nestle India 1.05 NHPC 1.2 NTPC 2.03 PB Fintech 1.48 Persistent Systems 1.17 Petronet LNG 0.65 PI Industries 0.5 PNB Housing Finance 2.63 Polycab India 1.48 Power Grid Corporation Of India 2.18 PSP Projects 0.02 Radico Khaitan 2.62 Rainbow Children's 0.89 RBL Bank 1.95 Reliance Industries 1.97 Samvardhana Motherson 1.13 Shriram Finance 1.77 State Bank of India 2.43 Syrma SGS Technology 1.44 Tata Consultancy 1.45 Tata Power Company 1.01 Tata Steel 0.42 The Indian Hotels Company 0.76 Thermax 1.45 Titagarh Rail Systems 1.02 TVS Motor Company 1.73 TVS Motor Company - Pref. Shares 0.02 Ultratech Cement 0.82 UNO Minda 1.35 Varun Beverages 1.01 Vedanta 0.37 Vedanta Aluminium Metal 0.17 Vedanta Iron And Steel 0.17 Vedanta Oil and Gas 0.17 Vedanta Power 0.17
Debt & Others (3.92%) Sector Allocation Cash/Net Current Assets 0.66 Repo 1.97 Mutual Fund 0.36 Debt Credit Ratings Debt Category Others 2.63 Tata Money Market Direct-G 0.36 Brookfield India Real Estate Trust REIT 0.93
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 0.37% Ret 1Y 4.25% Ret 3Y 6.98% 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 0.37% Ret 1Y 4.25% Ret 3Y 6.98% 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% Ret 1Y 0% Ret 3Y 0% 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% Ret 1Y 0% Ret 3Y 0% 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 0.29% Ret 1Y 5.5% Ret 3Y 6.99% 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 0.29% Ret 1Y 5.5% Ret 3Y 6.99% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL-IBX AAA Financial Services Index-Sep 2027 Fund Regular-Growth Ret 1M 0.32% Ret 1Y 5.73% 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 0.32% Ret 1Y 5.73% 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): 0.2%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Mohit Sharma
Education Mr. Sharma is B Tech (IIT - Madras) and PGDCM (IIM Calcutta).
Experience 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).
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at low risk
AMC and Fund details
Rank (total sets) 101
Date of Incorporation 2022-03-30
Total AUM 423182.21
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.
Take Your Next Step
Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2025 Index Fund Direct-Growth FAQs
How to invest in Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2025 Index Fund Direct-Growth?
Investing in Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2025 Index Fund Direct-Growth 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.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2025 Index Fund Direct-Growth in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2025 Index Fund Direct-Growth?
The term expense ratio for Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2025 Index Fund Direct-Growth 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 60:40 SDL+AAA PSU-Apr 2025 Index Fund Direct-Growth is 0.2% as of 08 Jun 2026.
What is the NAV of Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2025 Index Fund Direct-Growth?
The NAV of Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2025 Index Fund Direct-Growth is ₹11.9222 as of 08 Jun 2026.
What is the AUM of Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2025 Index Fund Direct-Growth?
The AUM (Assets Under Management) of Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2025 Index Fund Direct-Growth 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 60:40 SDL+AAA PSU-Apr 2025 Index Fund Direct-Growth is ₹136.15 Cr as of 08 Jun 2026.
What is the PE and PB ratio of Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2025 Index Fund Direct-Growth?
The PE ratio of Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2025 Index Fund Direct-Growth 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 60:40 SDL+AAA PSU-Apr 2025 Index Fund Direct-Growth?
Yes, you can invest in Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2025 Index Fund Direct-Growth 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 60:40 SDL+AAA PSU-Apr 2025 Index Fund Direct-Growth in the last 5 years?
The return of Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2025 Index Fund Direct-Growth in the last 5 years is 0.0%.
What is the minimum SIP investment required in Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2025 Index Fund Direct-Growth?
The minimum SIP investment in Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2025 Index Fund Direct-Growth depends on the fund's scheme rules and usually starts at a small amount. For Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2025 Index Fund Direct-Growth, the minimum SIP amount is ₹500.0.
What is the current NAV of Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2025 Index Fund Direct-Growth?
The NAV of Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2025 Index Fund Direct-Growth, as of 08 Jun 2026, is ₹11.9222.
Who manages the Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2025 Index Fund Direct-Growth?
The fund managers responsible for Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2025 Index Fund Direct-Growth are:
- Mohit Sharma