Aditya Birla Sun Life CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund Direct Growth

Other
Index
Moderate Risk
1M
6M
1Y
All
NAV: 01 Dec 2023₹10.89
Min. SIP amount₹500
RatingNA
Fund size₹411.99Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Other Index
Absolute returns
3M6M1YAll
Fund returns1.3%2.2%6.9%8.8%
Category averageNANA6.3%NA
Rank with in category42515NA
Understand terms

Holdings (11)

NameSectorInstrumentAssets
Tamilnadu State
OthersSDL22.3%
GOI
SovereignGOI Sec20.3%
SovereignGOI Sec17.2%
GOI
SovereignCGL10.0%
GOI
SovereignGOI Sec8.3%
Tamilnadu State
OthersSDL7.5%
SovereignGOI Sec4.2%
GOI
SovereignGOI Sec2.8%
Tamilnadu State
OthersSDL2.5%
Uttar Pradesh State
OthersSDL1.2%
See All

Expense ratio, exit load and tax

Expense ratio: 0.20%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Fund management

Mohit Sharma
Sep 2022 - Present
View details

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).
Also manages these schemes

Sanjay Godambe
Sep 2022 - Present
View details

Fund house & investment objective

Fund house contact details

Address
One India Bulls Center - Tower 1,17th Floor - Jupiter Mills Compound,841 Senapati Bhawan, Elphinstone Road, Mumbai 400013
Phone
022-43568000 / 1800-270-7000 / 1800-22-7000
Launch Date
23 Dec 1994
Aditya Birla Sun Life Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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