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  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life CRISIL IBX SDL Jun 2032 Index Fund (G)
Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life CRISIL IBX SDL Jun 2032 Index Fund (G)

DebtTarget Maturity Fund

11.5748

NAV (Oct 15)

NA
YTM
Scripbox Opinion
Not Reviewed yet
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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

11.5748

NAV (Oct 15)

Fund Returns

Last 1Y
10.2%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
9.2%
6 Month CAGR
5.8%

Scheme Information

Investment Objective

The Scheme seeks to generate returns corresponding to the total returns of the securities as represented by the CRISIL IBX SDL Index - June 2032 before expenses, subject to tracking errors.

Expense Ratio
0.57
Launched (0y ago)
0.57
AUM in Crores
154.4
ISIN
INF209KB12S4
Lock-in
-
Benchmark
CRISIL IBX SDL Index - June 2032
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
-
Beta
-
Sharpe Ratio
-
YTM
-
Fund Managers

Bhupesh Bameta

Fund Manager

Mohit Sharma

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Aditya Birla Sun Life CRISIL IBX SDL Jun 2032 Index Fund (G)70%9,39,557 2,06,94510.2%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-08-06

Top Debt Holdings

Maharashtra State

19.7%
19.712%

Haryana State

18.2%
18.172%

Andhra Pradesh State

18.1%
18.143%

Tamilnadu State

14.1%
14.094%

GOI

10.1%
10.062%
See all holdings

Comparison with Debt Funds

Fund NameFund Size
edelweiss
BHARAT Bond ETF FOF - April 2032 (G)

₹ 4,523 cr

₹ 8,029 cr

₹ 10,307 cr

₹ 14,839 cr

₹ 4,610 cr

amc-img

About the AMC

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Asset Management Company Limited is a joint venture between the Aditya Birla Group of India and Sun Life Financial Inc. of Canada. It was founded in 1994 and operates in about 40 countries with more than 120,000 employees worldwide.amc-img
Fund NameScripbox Opinion
Till Date CAGR

6.3%

7.4%

5.4%

5.3%

6.4%

7.4%

6.4%

8%

5.8%

7.2%

Aditya Birla Sun Life CRISIL IBX SDL Jun 2032 Index Fund (G) Review

Aditya Birla Sun Life CRISIL IBX SDL Jun 2032 Index Fund (G) is a Target Maturity Fund Debt fund and has delivered an annualised return of 9.191% over a period of 1 years. The fund is managed by Aditya Birla Sun Life Mutual Fund. The fund managers are Bhupesh Bameta, Mohit Sharma.

Nav of Aditya Birla Sun Life CRISIL IBX SDL Jun 2032 Index Fund (G) as of 10/15/2024 is ₹11.57 with the total AUM as of 10/16/2024 is ₹154.4153. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life CRISIL IBX SDL Jun 2032 Index Fund (G) was launched on 2023-02-14. The category risk of the fund is null.

The minimum SIP amount for Aditya Birla Sun Life CRISIL IBX SDL Jun 2032 Index Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Aditya Birla Sun Life CRISIL IBX SDL Jun 2032 Index Fund (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL IBX SDL Index - June 2032.

It is rated as a null fund in Debt and delivered 10.17% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Aditya Birla Sun Life CRISIL IBX SDL Jun 2032 Index Fund (G).

Frequently Asked Questions

What is Aditya Birla Sun Life CRISIL IBX SDL Jun 2032 Index Fund (G)?

It is a Target Maturity Fund Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

How to invest in Aditya Birla Sun Life CRISIL IBX SDL Jun 2032 Index Fund (G)?

You can invest in Aditya Birla Sun Life CRISIL IBX SDL Jun 2032 Index Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Aditya Birla Sun Life CRISIL IBX SDL Jun 2032 Index Fund (G)?

The minimum sip amount for Aditya Birla Sun Life CRISIL IBX SDL Jun 2032 Index Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Aditya Birla Sun Life CRISIL IBX SDL Jun 2032 Index Fund (G) good to invest in?

As per Scripbox experts, it is a fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Aditya Birla Sun Life CRISIL IBX SDL Jun 2032 Index Fund (G)?

The expense ratio of the Aditya Birla Sun Life CRISIL IBX SDL Jun 2032 Index Fund (G) is 0.57% for regular plan.

What is the NAV of Aditya Birla Sun Life CRISIL IBX SDL Jun 2032 Index Fund (G)?

Today's Aditya Birla Sun Life CRISIL IBX SDL Jun 2032 Index Fund (G) NAV is ₹11.57.