Aditya Birla Sun Life Nifty SDL Apr 2027 Index Fund Direct Growth

Other
Index
Moderate Risk
1M
6M
1Y
All
NAV: 02 Feb 2023₹10.35
Min. SIP amount₹500
RatingNA
Fund size₹3,660.04Cr

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 returns2.4%4.0%NA2.7%
Category averageNANA3.9%NA
Rank with in category20116NA
Understand terms

Holdings (88)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec8.1%
Karnataka State
OthersSDL4.4%
Karnataka State
OthersSDL4.2%
Telangana State
FinancialSDL4.0%
Maharashtra State
OthersSDL3.3%
Tamilnadu State
OthersSDL2.8%
Uttar Pradesh State
OthersSDL2.7%
GOI
SovereignCGL2.6%
Karnataka State
OthersSDL2.5%
Karnataka State
OthersSDL2.5%
See All

Expense ratio, exit load and tax

Expense ratio: 0.15%

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, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

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

Bhupesh Bameta
Jan 2022 - Present
View details

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.
Also manages these schemes

Harshil Suvarnkar
Jan 2022 - Present
View details

Education
Mr. Suvarnkar has doneB.Com, Masters in Management Studies (Finance) and Post Graduate Diploma in Securities Law.
Experience
Prior to Joining Aditya Birla Sun Life MF, he has worked with Indiabulls Housing Finance Limited,
Also manages these schemes

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
E-mail
NA
Website
NA
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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