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Aditya Birla Sun Life Nifty SDL Plus PSU Bond SEP 2026 60:40 Index Fund-Regular Growth

Aditya Birla Sun Life · Index Funds
High
₹13.26
Current NAV
30 Sep 2026
5.7%
1Y Return
7.1%
3Y CAGR
5.8%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.39).
  • Very large asset base (AUM: ₹16,440 Cr) indicating high investor trust and liquidity.
  • 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 (1.89%) which can affect compounding over long horizons.
  • 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
1.39
Sharpe Ratio
0.69
Beta
0.89
Alpha
1.93
Sortino
Fund Details
Fund House Aditya Birla Sun Life
Category Index Funds
AUM ₹16440 Cr
Expense Ratio 1.89%
Min SIP ₹500
Min Lumpsum ₹1000
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