Aditya Birla Sun Life Crisil Ibx 50 50 Gilt Plus Sdl Apr 2028 Index Fund-Regular Growth

Q: How to check the XIRR of Aditya Birla Sun Life Crisil IBX 50 50 Gilt Plus SDL Apr 2028 Index Fund-Regular Growth?

You can track the exact XIRR and portfolio overlapping of Aditya Birla Sun Life Crisil IBX 50 50 Gilt Plus SDL Apr 2028 Index Fund-Regular Growth alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Q: How to check portfolio overlap for Aditya Birla Sun Life Crisil IBX 50 50 Gilt Plus SDL Apr 2028 Index Fund-Regular Growth?

Use the MutualSaathi Portfolio Analyzer to compare Aditya Birla Sun Life Crisil IBX 50 50 Gilt Plus SDL Apr 2028 Index Fund-Regular Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

Aditya Birla Sun Life Mutual Fund

Expense Ratio: 0.35

Risk: Low to Moderate

Other Scheme - Index Funds

Plan: Regular

Benchmark: CRISIL IBX 50:50 Gilt Plus SDL Index - April 2028

Inception: 28-09-2022

Exit Load: Nil

Fund Size:₹361.97 Cr

Performance

Fund5.00%

Cat. Avg.2.61%

Fund7.25%

Cat. Avg.3.39%

Fund7.27%

Cat. Avg.10.42%

FundN/A

Cat. Avg.11.16%

10Y

FundN/A

Cat. Avg.11.44%

Fund7.58%

Cat. Avg.7.02%

Fund Facts

No available Data

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Debt Ratings

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Debt Instruments

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Asset Class

Debt Ratings

Debt Instruments

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Sector	YTM	Val (Cr)	% Assets
1	Government of India (10/04/2028)	DEBT	G-Sec	Sovereign	6.08%	108.25	26.64%
2	State Government Securities (14/03/2028)	DEBT	SDL	Sovereign	6.70%	77.14	18.98%
3	Government of India (21/09/2027)	DEBT	G-Sec	Sovereign	5.89%	46.29	11.39%
4	State Government Securities (18/04/2028)	DEBT	SDL	Sovereign	6.72%	28.10	6.92%
5	Government of India (20/06/2027)	DEBT	G-Sec	Sovereign	5.74%	25.40	6.25%
6	State Government Securities (25/04/2028)	DEBT	SDL	Sovereign	6.72%	23.11	5.69%
7	State Government Securities (27/03/2028)	DEBT	SDL	Sovereign	6.78%	20.88	5.14%
8	State Government Securities (22/04/2028)	DEBT	SDL	Sovereign	6.77%	19.78	4.87%
9	0% GOI - 12MAR28 STRIPS	DEBT	G-Sec	Sovereign	6.19%	14.15	3.48%
10	State Government Securities (21/02/2028)	DEBT	SDL	Sovereign	6.70%	10.15	2.50%

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Incep: 12-12-2001

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Fund Details

Nippon India ETF NIFTY 50 Bees

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Other ETFsVery High RiskOther

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Nippon India Small Cap Fund - Growth Plan - Bonus Option

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NAV / Fund Size

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Fund Details

Nippon India Small Cap Fund - Growth Plan - Bonus Option

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Aditya Birla Sun Life Consumption Fund-Growth Option

Aditya Birla Sun Life Mutual Fund

Expense Ratio: 1.82

NAV / Fund Size

₹205.58₹6,520.04 Cr

Incep: 14-06-2005

Sectoral/ ThematicVery High RiskEquity

-4.65%

-1.08%

8.50%

11.05%

14.01%

Fund Details

Aditya Birla Sun Life Consumption Fund-Growth Option

NAV / Fund Size₹205.58₹6,520.04 Cr

Sectoral/ ThematicVery High RiskEquity

-4.65%

-1.08%

8.50%

11.05%

14.01%

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	61575	+2.6%	+5.4%
2Y	07 Aug, 24	1.20 L.	1.28 L.	+6.3%	+6.3%
3Y	07 Aug, 23	1.80 L.	1.99 L.	+10.8%	+7.0%
SI	07 Nov, 22	2.25 L.	2.57 L.	+14.1%	+7.2%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	21 Jul, 25	1 L.	1.05 L.	+5.0%	N/A
2Y	22 Jul, 24	1 L.	1.15 L.	+15.0%	+7.2%
3Y	20 Jul, 23	1 L.	1.23 L.	+23.4%	+7.3%
SI	17 Oct, 22	1 L.	1.32 L.	+31.6%	+7.6%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.