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Fund Overview of Aditya Birla Sun Life CRISIL IBX 60:40 SDL+aaa PSU-apr 2027 Index Fund Regular-Growth
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₹1,308.8 CrAUM
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₹13.18NAV
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0.38%Expense Ratio
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DebtFund Category
As on Thu Nov 05, 2026
Calculate your Returns
How much do you want to invest monthly?
₹
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
The total value of your investment
after 10 years will be
₹ 1,39,328.64
Aditya Birla Sun Life CRISIL IBX 60:40 SDL+aaa PSU-apr 2027 Index Fund Regular-Growth Return Comparison
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 1.29% | NA | 0.78% |
| 6 Months | 2.88% | NA | 4.37% |
| 1 Year | 5.79% | 5.79% | 8.22% |
| 2 Years | 14.03% | 6.79% | 8.34% |
| 3 Years | 23.45% | 7.27% | 7.62% |
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As on Thu Nov 05, 2026
Asset Allocation of Aditya Birla Sun Life CRISIL IBX 60:40 SDL+aaa PSU-apr 2027 Index Fund Regular-Growth
debt instruments
94.32%other assets or cash equivalents
5.69%Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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Aditya Birla Sun Life CRISIL IBX 60:40 SDL+aaa PSU-apr 2027 Index Fund Regular-Growth is one Debt mutual fund offered by Aditya Birla Sun Life Mutual Fund. Launched on 29 Mar 2022, the fund aims Income over the target maturity period. An open ended Target Maturity Index Fund that seeks to track CRISIL IBX 60:40 SDL + AAA PSU Index - April 2027 It manages assets worth ₹1,308.8 crore as on Sat Oct 31, 2026. The expense ratio stands at 0.38%. Fund Manager Manager Education
About FundAbout Aditya Birla Sun Life CRISIL IBX 60:40 SDL+aaa PSU-apr 2027 Index Fund Regular-Growth
The portfolio allocation consists of 94.32% in debt instruments, 5.69% in other assets or cash equivalents.Managed by Mohit Sharma, it has delivered a return of 5.79% in the last year, a total return since inception of 6.17%.
Considering investment horizon individuals may review best sip plan as part of the long-term financial strategy.
Mohit Sharma
Mr. Sharma is B Tech (IIT - Madras) and PGDCM (IIM Calcutta).
Key Metrics of Aditya Birla Sun Life CRISIL IBX 60:40 SDL+aaa PSU-apr 2027 Index Fund Regular-Growth
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Standard Deviation0.71%
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Mean7.04%
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Sharpe Ratio2.08%
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Sortino Ratio4.08%
Aditya Birla Sun Life CRISIL IBX 60:40 SDL+aaa PSU-apr 2027 Index Fund Regular-Growth Fund Details
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Compare Mutual Funds
Aditya Birla Sun Life CRISIL IBX 60:40 SDL+aaa PSU-apr 2027 Index Fund Regular-Growth Fund Returns Comparison
Compare Aditya Birla Sun Life CRISIL IBX 60:40 SDL+aaa PSU-apr 2027 Index Fund Regular-Growth with other mutual funds in the same category
Aditya Birla Sun Life CRISIL IBX 60:40 SDL+aaa PSU-apr 2027 Index Fund Regular-Growth
Bharat Bond ETF - April 2030-Growth
Bharat Bond ETF - April 2031-Growth
Compare more funds
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Bharat Bond ETF - April 2030-Growth  |
₹23,998 | 0.20% | 0.04% | 3.69% | 7.38% | 6.41% |
| Bharat Bond ETF - April 2031-Growth |
₹12,890 | 0.25% | -0.50% | 3.07% | 7.28% | 6.27% |
| Edelweiss Nifty PSU Bond Plus SDL Apr 2027 50:50 Index Fund Direct-Growth |
₹2,081 | 0.38% | 1.30% | 5.83% | 7.49% | 6.23% |
| Edelweiss Nifty PSU Bond Plus SDL Apr 2027 50:50 Index Fund Direct-IDCW |
₹2,081 | 0.38% | 1.30% | 5.83% | 7.49% | 6.23% |
Bharat Bond FOF - April 2030 Regular-Growth  |
₹8,376 | -0.09% | -0.71% | 2.75% | 7.06% | 6.18% |
| Bharat Bond FOF - April 2030 Direct-Growth |
₹8,376 | -0.09% | -0.71% | 2.75% | 7.06% | 6.18% |
| Bharat Bond FOF - April 2030 Regular-IDCW |
₹8,376 | -0.09% | -0.71% | 2.75% | 7.06% | 6.18% |
| Bharat Bond FOF - April 2030 Direct-IDCW |
₹8,376 | -0.09% | -0.71% | 2.75% | 7.06% | 6.18% |
| ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40:60 Index Fund Direct-Growth |
₹6,902 | 0.23% | 0.99% | 5.40% | 7.52% | 6.15% |
| ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40:60 Index Fund Direct-IDCW Yearly |
₹6,902 | 0.23% | 0.99% | 5.40% | 7.52% | 6.15% |
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growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Aditya Birla Sun Life Mutual Fund
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growth is based on 1-month returns of the fundsAditya Birla Sun Life CRISIL IBX 60:40 SDL+aaa PSU-apr 2027 Index Fund Regular-Growth Calculator
I want to invest
Pro Tip
Financial experts suggest that a person should invest 10-15% of their monthly income for long-term financial growth
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Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
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Top 25% of investors consistently generate more than 12% return
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Total Wealth
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I want to invest for
Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
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Pro Tip
Top 25% of investors consistently generate more than 12% return
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Monthly Investment
Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Bharat Bond ETF - April 2030-Growth |
₹23,998 | ₹1,613.61 | 7.38% | 6.41% | - |
| Bharat Bond ETF - April 2031-Growth |
₹12,890 | ₹1,434.84 | 7.28% | 6.27% | - |
| Bharat Bond ETF - April 2032-Growth |
₹10,181 | ₹1,343.29 | 7.22% | - | - |
| Bharat Bond FOF - April 2030 Regular-Growth |
₹8,376 | ₹16.01 | 7.06% | 6.18% | - |
| Bharat Bond FOF - April 2030 Direct-Growth |
₹8,376 | ₹16.01 | 7.06% | 6.18% | - |
| Bharat Bond FOF - April 2030 Regular-IDCW |
₹8,376 | ₹16.01 | 7.06% | 6.18% | - |
| Bharat Bond FOF - April 2030 Direct-IDCW |
₹8,376 | ₹16.01 | 7.06% | 6.18% | - |
| ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40:60 Index Fund-Growth |
₹6,902 | ₹13.34 | 7.32% | 5.95% | - |
| ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40:60 Index Fund Direct-Growth |
₹6,902 | ₹13.47 | 7.52% | 6.15% | - |
| ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40:60 Index Fund-IDCW Yearly |
₹6,902 | ₹13.34 | 7.32% | 5.95% | - |
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Top funds are based on Fund AUM
Aditya Birla Sun Life CRISIL IBX 60:40 SDL+aaa PSU-apr 2027 Index Fund Regular-Growth Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| National Bank For Agriculture And Rural Development Sr 24e 7.80 Bd 15mr27 Fvrs1lac | Financial | 9.73% | ₹127.14 Cr |
| National Bank For Agriculture And Rural Development Sr 24e 7.80 Bd 15mr27 Fvrs1lac | Financial | 9.73% | ₹127.14 Cr |
| National Bank For Agriculture And Rural Development Sr 24e 7.80 Bd 15mr27 Fvrs1lac | Financial | 9.73% | ₹127.14 Cr |
| National Bank For Agriculture And Rural Development Sr 24e 7.80 Bd 15mr27 Fvrs1lac | Financial | 9.68% | ₹126.74 Cr |
| National Bank For Agriculture And Rural Development Sr 23h 7.58 Loa 31jl26 Fvrs1lac | Financial | 6.53% | ₹102.01 Cr |
| National Bank For Agriculture And Rural Development Sr 23h 7.58 Loa 31jl26 Fvrs1lac | Financial | 6.72% | ₹101.64 Cr |
| National Bank For Agriculture And Rural Development Sr 23h 7.58 Loa 31jl26 Fvrs1lac | Financial | - | — |
| National Bank For Agriculture And Rural Development Sr 23h 7.58 Loa 31jl26 Fvrs1lac | Financial | 6.69% | ₹101.58 Cr |
| National Bank For Agriculture And Rural Development Sr 23h 7.58 Loa 31jl26 Fvrs1lac | Financial | 6.69% | ₹101.58 Cr |
| National Bank For Agriculture And Rural Development Sr 23h 7.58 Loa 31jl26 Fvrs1lac | Financial | 6.70% | ₹101.54 Cr |
| National Bank For Agriculture And Rural Development Sr 23h 7.58 Loa 31jl26 Fvrs1lac | Financial | 6.94% | ₹101.35 Cr |
| National Bank For Agriculture And Rural Development Sr 23h 7.58 Loa 31jl26 Fvrs1lac | Financial | 6.92% | ₹100.98 Cr |
| National Bank For Agriculture And Rural Development Sr 23h 7.58 Loa 31jl26 Fvrs1lac | Financial | 6.94% | ₹100.94 Cr |
| National Bank For Agriculture And Rural Development Sr 23h 7.58 Loa 31jl26 Fvrs1lac | Financial | 6.91% | ₹100.85 Cr |
| Central Government Loan 07004 Goi 15fb27 8.24 Fv Rs 100 | Entities | 5.97% | ₹93.30 Cr |
| Central Government Loan 07004 Goi 15fb27 8.24 Fv Rs 100 | Entities | 6.14% | ₹92.85 Cr |
| Central Government Loan 07004 Goi 15fb27 8.24 Fv Rs 100 | Entities | - | — |
| Goi Sec 8.24 15/02/2027 | Entities | 6.36% | ₹92.80 Cr |
| Central Government Loan 07004 Goi 15fb27 8.24 Fv Rs 100 | Entities | 6.11% | ₹92.79 Cr |
| Central Government Loan 07004 Goi 15fb27 8.24 Fv Rs 100 | Entities | 6.11% | ₹92.79 Cr |
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Top Debt Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Bharat Bond ETF - April 2030-Growth |
₹1,613.61 | 7.38% | 6.41% | - |
| Bharat Bond ETF - April 2031-Growth |
₹1,434.84 | 7.28% | 6.27% | - |
| Edelweiss Nifty PSU Bond Plus SDL Apr 2027 50:50 Index Fund Direct-Growth |
₹13.52 | 7.49% | 6.23% | - |
| Edelweiss Nifty PSU Bond Plus SDL Apr 2027 50:50 Index Fund Direct-IDCW |
₹12.70 | 7.49% | 6.23% | - |
| Bharat Bond FOF - April 2030 Regular-Growth |
₹16.01 | 7.06% | 6.18% | - |
| Bharat Bond FOF - April 2030 Direct-Growth |
₹16.01 | 7.06% | 6.18% | - |
| Bharat Bond FOF - April 2030 Regular-IDCW |
₹16.01 | 7.06% | 6.18% | - |
| Bharat Bond FOF - April 2030 Direct-IDCW |
₹16.01 | 7.06% | 6.18% | - |
| ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40:60 Index Fund Direct-Growth |
₹13.47 | 7.52% | 6.15% | - |
| ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40:60 Index Fund Direct-IDCW Yearly |
₹13.47 | 7.52% | 6.15% | - |
View More
growth is based on 5Y returns of the funds
Frequently Asked Questions
Aditya Birla Sun Life CRISIL IBX 60:40 SDL+aaa PSU-apr 2027 Index Fund Regular-Growth
What is the current AUM of Aditya Birla Sun Life CRISIL IBX 60:40 SDL+aaa PSU-apr 2027 Index Fund Regular-Growth?
As of Sat Oct 31, 2026, Aditya Birla Sun Life CRISIL IBX 60:40 SDL+aaa PSU-apr 2027 Index Fund Regular-Growth manages assets worth ₹1,308.8 crore
How has Aditya Birla Sun Life CRISIL IBX 60:40 SDL+aaa PSU-apr 2027 Index Fund Regular-Growth performed recently?
- 3 Months: 1.29%
- 6 Months: 2.88%
What is the long-term performance of Aditya Birla Sun Life CRISIL IBX 60:40 SDL+aaa PSU-apr 2027 Index Fund Regular-Growth?
- 3 Years CAGR: 7.27%
- Since Inception: 6.17%
What is the portfolio composition of Aditya Birla Sun Life CRISIL IBX 60:40 SDL+aaa PSU-apr 2027 Index Fund Regular-Growth?
Debt: 94.32%, Others: 5.69%.
Who manages Aditya Birla Sun Life CRISIL IBX 60:40 SDL+aaa PSU-apr 2027 Index Fund Regular-Growth?
Aditya Birla Sun Life CRISIL IBX 60:40 SDL+aaa PSU-apr 2027 Index Fund Regular-Growth is managed by Mohit Sharma from Aditya Birla Sun Life Mutual Fund.
Which are the top companies Aditya Birla Sun Life CRISIL IBX 60:40 SDL+aaa PSU-apr 2027 Index Fund Regular-Growth has invested in?
- NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 24E 7.80 BD 15MR27 FVRS1LAC – 9.73% of the fund's portfolio
- NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 24E 7.80 BD 15MR27 FVRS1LAC – 9.73% of the fund's portfolio
- NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 24E 7.80 BD 15MR27 FVRS1LAC – 9.73% of the fund's portfolio
- NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 24E 7.80 BD 15MR27 FVRS1LAC – 9.68% of the fund's portfolio
- NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 23H 7.58 LOA 31JL26 FVRS1LAC – 6.53% of the fund's portfolio
Which are the major sectors Aditya Birla Sun Life CRISIL IBX 60:40 SDL+aaa PSU-apr 2027 Index Fund Regular-Growth focuses on?
- Financial – 100.91% of the fund's portfolio
- Entities – 31.69% of the fund's portfolio
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