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

Aditya Birla Sun Life · Index Funds
High
₹13.29
Current NAV
23 Oct 2026
4.4%
1Y Return
7.3%
3Y CAGR
21.3%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.83).
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Index Funds mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Investors seeking exposure to stable, blue-chip market leaders.
Not suitable for
  • 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
Risk Metrics
1.83
Sharpe Ratio
1.43
Beta
0.83
Alpha
2.25
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Fund Details
Fund House Aditya Birla Sun Life
Category Index Funds
AUM ₹5380 Cr
Expense Ratio 1.03%
Min SIP ₹500
Min Lumpsum ₹1000
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