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Aditya Birla Sun Life Crisil IBX 60:40 SDL+AAA PSU-Apr 2027 Index Fund-Direct Growth

Aditya Birla Sun Life · Index Funds
High
₹13.24
Current NAV
23 Oct 2026
5.8%
1Y Return
7.4%
3Y CAGR
13.4%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.84%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.54).
  • Generates significant excess returns relative to benchmark index (Alpha: 3.54).
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
1.54
Sharpe Ratio
0.54
Beta
3.54
Alpha
1.91
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Fund Details
Fund House Aditya Birla Sun Life
Category Index Funds
AUM ₹6090 Cr
Expense Ratio 0.84%
Min SIP ₹500
Min Lumpsum ₹1000
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