Aditya Birla Sun Life Crisil Ibx 60 40 Sdl+Aaa Psu Apr 2026 Index Fund-Regular IDCW Payout
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
1Y
Fund-15.39%
Cat. Avg.2.61%
2Y
Fund-4.46%
Cat. Avg.3.39%
3Y
Fund-0.95%
Cat. Avg.10.42%
5Y
FundN/A
Cat. Avg.11.16%
10Y
FundN/A
Cat. Avg.11.44%
SI
Fund-0.03%
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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Market Cap
No available Data
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Top Sectors
No available Data
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Asset Class
Market Cap
No available Data
Top Sectors
No available Data
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Clearing Corporation of India Limited | 33.12 | 98.35% |
| 2 | Net Receivables / (Payables) | 0.56 | 1.65% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 May, 25 | 60000 | 49320 | -17.8% | -32.3% |
| 2Y | 07 May, 24 | 1.20 L. | 1.02 L. | -14.9% | -15.0% |
| 3Y | 08 May, 23 | 1.80 L. | 1.59 L. | -11.8% | -8.1% |
| SI | 07 Dec, 22 | 2.05 L. | 1.84 L. | -10.4% | -6.3% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 30 Apr, 25 | 1 L. | 84612 | -15.4% | -15.4% |
| 2Y | 30 Apr, 24 | 1 L. | 91277 | -8.7% | -4.5% |
| 3Y | 02 May, 23 | 1 L. | 97168 | -2.8% | -1.0% |
| SI | 06 Dec, 22 | 1 L. | 99895 | -0.1% | -0.0% |
SIP Planner
Visualize how small monthly investments grow over time.
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Years
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%
Beat inflation and compound wealth faster with an annual step-up.
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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.