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

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

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

Aditya Birla Sun Life Mutual Fund

Expense Ratio: 0.2

Risk: Low to Moderate

Other Scheme - Index Funds

Plan: Direct

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

Inception: 28-09-2022

Exit Load: Nil

Fund Size:₹361.97 Cr

Performance

Fund5.28%

Cat. Avg.2.26%

Fund7.46%

Cat. Avg.3.16%

Fund7.50%

Cat. Avg.11.16%

FundN/A

Cat. Avg.11.31%

10Y

FundN/A

Cat. Avg.11.84%

Fund7.78%

Cat. Avg.7.39%

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	6.51%	102.60	25.62%
2	State Government Securities (14/03/2028)	DEBT	SDL	Sovereign	6.79%	77.32	19.30%
3	Government of India (21/09/2027)	DEBT	G-Sec	Sovereign	6.09%	46.42	11.59%
4	State Government Securities (18/04/2028)	DEBT	SDL	Sovereign	6.79%	28.16	7.03%
5	Government of India (20/06/2027)	DEBT	G-Sec	Sovereign	5.90%	25.45	6.35%
6	State Government Securities (25/04/2028)	DEBT	SDL	Sovereign	6.79%	23.16	5.78%
7	State Government Securities (27/03/2028)	DEBT	SDL	Sovereign	6.85%	20.92	5.22%
8	State Government Securities (22/04/2028)	DEBT	SDL	Sovereign	6.87%	19.76	4.93%
9	0% GOI - 12MAR28 STRIPS	DEBT	G-Sec	Sovereign	6.73%	13.80	3.44%
10	State Government Securities (21/02/2028)	DEBT	SDL	Sovereign	6.86%	10.17	2.54%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	61628	+2.7%	+5.7%
2Y	07 Aug, 24	1.20 L.	1.28 L.	+6.5%	+6.6%
3Y	07 Aug, 23	1.80 L.	2.00 L.	+11.1%	+7.2%
SI	07 Nov, 22	2.25 L.	2.57 L.	+14.4%	+7.4%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Jul, 25	1 L.	1.05 L.	+5.3%	+5.3%
2Y	16 Jul, 24	1 L.	1.15 L.	+15.5%	+7.5%
3Y	17 Jul, 23	1 L.	1.24 L.	+24.1%	+7.5%
SI	17 Oct, 22	1 L.	1.32 L.	+32.4%	+7.8%

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.