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Aditya Birla Sun Life Crisil-IBX Financial Services 3 to 6 months Debt Index Fund-Direct IDCW Payout

Aditya Birla Sun Life · Index Funds
High
₹11.35
Current NAV
23 Oct 2026
6.7%
1Y Return
11.0%
3Y CAGR
17.0%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.3%.
  • Generates significant excess returns relative to benchmark index (Alpha: 3.70).
  • Very large asset base (AUM: ₹23,250 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Lower risk-adjusted performance compared to top peers in the same category.
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
0.70
Sharpe Ratio
1.50
Beta
3.70
Alpha
0.91
Sortino
Fund Details
Fund House Aditya Birla Sun Life
Category Index Funds
AUM ₹23250 Cr
Expense Ratio 0.30%
Min SIP ₹500
Min Lumpsum ₹1000
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