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Aditya Birla Sun Life Crisil-IBX Financial Services 9-12 Months Debt Index Fund-Regular Growth

Aditya Birla Sun Life · Index Funds
High
₹10.87
Current NAV
25 Jun 2026
21.8%
1Y Return
12.8%
3Y CAGR
11.8%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Generates significant excess returns relative to benchmark index (Alpha: 6.38).
  • Well-diversified portfolio aligned with the Index Funds mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
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
0.88
Sharpe Ratio
1.38
Beta
6.38
Alpha
1.04
Sortino
Fund Details
Fund House Aditya Birla Sun Life
Category Index Funds
AUM ₹8930 Cr
Expense Ratio 1.78%
Min SIP ₹500
Min Lumpsum ₹1000
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