Aditya Birla Sun Life Crisil IBX 50:50 Gilt Plus SDL APR 2028 Index Fund-Direct IDCW

Aditya Birla Sun Life · Index Funds

High

₹13.23

Current NAV

25 Jun 2026

13.8%

1Y Return

13.8%

3Y CAGR

14.8%

5Y CAGR

Watchlist

Highly cost-efficient with a low expense ratio of 0.28%.
Generates significant excess returns relative to benchmark index (Alpha: 6.98).
Very large asset base (AUM: ₹23,030 Cr) indicating high investor trust and liquidity.

Long-term wealth creation (5+ years horizon) like retirement or child education.
Investors seeking exposure to stable, blue-chip market leaders.

Short-term goals (under 3 years) where preserving the capital is the main priority.
Short-term trading or speculative investment horizons.

Risk Profile: High Risk

Low Moderate High Very High

0.98

Sharpe Ratio

1.18

Beta

6.98

Alpha

1.25

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