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Aditya Birla Sun Life Crisil IBX Gilt June 2027 Index Fund-Regular Growth

Aditya Birla Sun Life · Index Funds
High
₹11.53
Current NAV
25 Jun 2026
28.3%
1Y Return
16.3%
3Y CAGR
18.3%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.23).
  • 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 (1.83%) 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
1.23
Sharpe Ratio
1.43
Beta
-0.77
Alpha
1.51
Sortino
Fund Details
Fund House Aditya Birla Sun Life
Category Index Funds
AUM ₹3280 Cr
Expense Ratio 1.83%
Min SIP ₹500
Min Lumpsum ₹1000
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