Aditya Birla Sun Life Crisil Ibx 60 40 Sdl+Aaa Psu Apr 2026 Index Fund-Regular Growth

Q: How to check the XIRR of Aditya Birla Sun Life Crisil IBX 60 40 SDL+AAA PSU APR 2026 Index Fund-Regular Growth?

You can track the exact XIRR and portfolio overlapping of Aditya Birla Sun Life Crisil IBX 60 40 SDL+AAA PSU APR 2026 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 60 40 SDL+AAA PSU APR 2026 Index Fund-Regular Growth?

Use the MutualSaathi Portfolio Analyzer to compare Aditya Birla Sun Life Crisil IBX 60 40 SDL+AAA PSU APR 2026 Index Fund-Regular Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

Aditya Birla Sun Life Mutual Fund

Expense Ratio: 0.45

Risk: Low to Moderate

Other Scheme - Index Funds

Plan: Regular

Benchmark: CRISIL IBX 60:40 SDL + AAA PSU Index - April 2026

Inception: 24-11-2022

Exit Load: Nil

Fund Size:₹43.79 Cr

Performance

Fund5.76%

Cat. Avg.2.11%

Fund6.81%

Cat. Avg.2.84%

Fund6.70%

Cat. Avg.10.63%

FundN/A

Cat. Avg.10.84%

10Y

FundN/A

Cat. Avg.11.51%

Fund6.75%

Cat. Avg.6.99%

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 (12/04/2026)	DEBT	G-Sec	Sovereign	5.24%	20.90	49.81%
2	Clearing Corporation of India Limited	CASH	CCIL	CCIL		16.16	38.51%
3	Net Receivables / (Payables)	CASH	Others	Others		2.68	6.39%
4	Government of India (17/04/2026)	DEBT	G-Sec	Sovereign	5.61%	1.22	2.91%
5	7.40% Indian Railway Finance Corporation Limited (18/04/2026)	DEBT	Bond/NCD	ICRA AAA	7.73%	1.00	2.38%

Similar Funds

SBI Large & Midcap Fund- Regular Plan -Growth

SBI Mutual Fund

Expense Ratio: 1.56

NAV / Fund Size

₹655.47₹37,290.06 Cr

Incep: 01-01-1993

Large & Mid Cap FundVery High RiskEquity

3.74%

4.69%

14.16%

13.90%

13.79%

Fund Details

SBI Large & Midcap Fund- Regular Plan -Growth

NAV / Fund Size₹655.47₹37,290.06 Cr

Large & Mid Cap FundVery High RiskEquity

3.74%

4.69%

14.16%

13.90%

13.79%

Bank Of India Small Cap Fund Regular Plan Growth

Bank of India Mutual Fund

Expense Ratio: 2.02

NAV / Fund Size

₹55.26₹1,942.06 Cr

Incep: 28-11-2018

Small Cap FundVery High RiskEquity

14.32%

9.83%

21.26%

18.42%

25.33%

Fund Details

Bank Of India Small Cap Fund Regular Plan Growth

NAV / Fund Size₹55.26₹1,942.06 Cr

Small Cap FundVery High RiskEquity

14.32%

9.83%

21.26%

18.42%

25.33%

Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan

Aditya Birla Sun Life Mutual Fund

Expense Ratio: 1.14

NAV / Fund Size

₹82.12₹1,857.84 Cr

Incep: 12-10-1999

Gilt FundModerate RiskDebt

0.56%

4.01%

5.42%

4.98%

7.30%

Fund Details

Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan

NAV / Fund Size₹82.12₹1,857.84 Cr

Gilt FundModerate RiskDebt

0.56%

4.01%

5.42%

4.98%

7.30%

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 May, 25	60000	61649	+2.7%	+5.4%
2Y	07 May, 24	1.20 L.	1.28 L.	+6.4%	+6.2%
3Y	08 May, 23	1.80 L.	1.99 L.	+10.3%	+6.6%
SI	07 Dec, 22	2.05 L.	2.29 L.	+11.9%	+6.6%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	30 Apr, 25	1 L.	1.06 L.	+5.8%	+5.8%
2Y	30 Apr, 24	1 L.	1.14 L.	+14.1%	+6.8%
3Y	02 May, 23	1 L.	1.21 L.	+21.5%	+6.7%
SI	06 Dec, 22	1 L.	1.25 L.	+24.9%	+6.8%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

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Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

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Max: 500%

Initial Lumpsum

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₹

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.