Aditya Birla Sun Life Crisil Ibx 50 50 Gilt Plus Sdl Apr 2028 Index Fund-Regular Growth
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
1Y
Fund5.07%
Cat. Avg.2.11%
2Y
Fund7.31%
Cat. Avg.2.84%
3Y
Fund7.31%
Cat. Avg.10.63%
5Y
FundN/A
Cat. Avg.10.84%
10Y
FundN/A
Cat. Avg.11.51%
SI
Fund7.61%
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 | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Government of India (10/04/2028) | 102.60 | 25.62% |
| 2 | State Government Securities (14/03/2028) | 77.32 | 19.30% |
| 3 | Government of India (21/09/2027) | 46.42 | 11.59% |
| 4 | State Government Securities (18/04/2028) | 28.16 | 7.03% |
| 5 | Government of India (20/06/2027) | 25.45 | 6.35% |
| 6 | State Government Securities (25/04/2028) | 23.16 | 5.78% |
| 7 | State Government Securities (27/03/2028) | 20.92 | 5.22% |
| 8 | State Government Securities (22/04/2028) | 19.76 | 4.93% |
| 9 | 0% GOI - 12MAR28 STRIPS | 13.80 | 3.44% |
| 10 | State Government Securities (21/02/2028) | 10.17 | 2.54% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 61601 | +2.7% | +5.6% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.28 L. | +6.4% | +6.4% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.00 L. | +10.8% | +7.1% |
| SI | 07 Nov, 22 | 2.25 L. | 2.57 L. | +14.1% | +7.2% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 17 Jul, 25 | 1 L. | 1.05 L. | +5.1% | +5.1% |
| 2Y | 18 Jul, 24 | 1 L. | 1.15 L. | +15.1% | +7.3% |
| 3Y | 17 Jul, 23 | 1 L. | 1.24 L. | +23.6% | +7.3% |
| SI | 17 Oct, 22 | 1 L. | 1.32 L. | +31.7% | +7.6% |
SIP Planner
Visualize how small monthly investments grow over time.
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Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP 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.