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Aditya Birla Sun Life Crisil IBX Gilt Apr 2028 Index Fund-Regular IDCW

Aditya Birla Sun Life · Index Funds
High
₹12.49
Current NAV
25 Jun 2026
26.0%
1Y Return
21.0%
3Y CAGR
16.0%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.70).
  • Generates significant excess returns relative to benchmark index (Alpha: 6.20).
  • Very large asset base (AUM: ₹14,750 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.0%) which can affect compounding over long horizons.
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
1.70
Sharpe Ratio
0.40
Beta
6.20
Alpha
1.87
Sortino
Fund Details
Fund House Aditya Birla Sun Life
Category Index Funds
AUM ₹14750 Cr
Expense Ratio 2.00%
Min SIP ₹500
Min Lumpsum ₹1000
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