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Aditya Birla Sun Life Crisil IBX 60:40 SDL+AAA PSU APR 2026 Index Fund-Regular Growth

Aditya Birla Sun Life · Index Funds
High
₹12.50
Current NAV
30 Apr 2026
5.8%
1Y Return
6.7%
3Y CAGR
13.8%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.78).
  • Generates significant excess returns relative to benchmark index (Alpha: 5.78).
  • Well-diversified portfolio aligned with the Index Funds mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (1.98%) which can affect compounding over long horizons.
  • 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
1.78
Sharpe Ratio
0.78
Beta
5.78
Alpha
2.10
Sortino
Fund Details
Fund House Aditya Birla Sun Life
Category Index Funds
AUM ₹4330 Cr
Expense Ratio 1.98%
Min SIP ₹500
Min Lumpsum ₹1000
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