Aditya Birla Sun Life Crisil Ibx 60 40 Sdl+Aaa Psu-Apr 2027 Index Fund-Direct Growth

Q: How to check the XIRR of Aditya Birla Sun Life Crisil IBX 60 40 SDL+AAA PSU-Apr 2027 Index Fund-Direct Growth?

You can track the exact XIRR and portfolio overlapping of Aditya Birla Sun Life Crisil IBX 60 40 SDL+AAA PSU-Apr 2027 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 60 40 SDL+AAA PSU-Apr 2027 Index Fund-Direct Growth?

Use the MutualSaathi Portfolio Analyzer to compare Aditya Birla Sun Life Crisil IBX 60 40 SDL+AAA PSU-Apr 2027 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 60:40 SDL + AAA PSU Index - April 2027

Inception: 25-03-2022

Exit Load: Nil

Fund Size:₹1,515.35 Cr

Performance

Fund5.95%

Cat. Avg.2.26%

Fund7.33%

Cat. Avg.3.16%

Fund7.34%

Cat. Avg.11.16%

FundN/A

Cat. Avg.11.31%

10Y

FundN/A

Cat. Avg.11.84%

Fund6.40%

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	State Government Securities (15/02/2027)	DEBT	SDL	Sovereign	6.08%	246.93	16.91%
2	State Government Securities (11/01/2027)	DEBT	SDL	Sovereign	6.06%	114.96	7.87%
3	7.58% National Bank For Agriculture and Rural Development (31/07/2026)	DEBT	Bond/NCD	CRISIL AAA	7.65%	100.85	6.91%
4	Government of India (15/02/2027)	DEBT	G-Sec	Sovereign	5.96%	92.80	6.36%
5	7.64% REC Limited (30/04/2027)	DEBT	Bond/NCD	ICRA AAA	7.47%	80.62	5.52%
6	State Government Securities (01/03/2027)	DEBT	SDL	Sovereign	6.13%	73.59	5.04%
7	State Government Securities (15/03/2027)	DEBT	SDL	Sovereign	6.11%	61.00	4.18%
8	7.95% REC Limited (12/03/2027)	DEBT	Bond/NCD	ICRA AAA	7.46%	60.26	4.13%
9	State Government Securities (29/03/2027)	DEBT	SDL	Sovereign	6.06%	52.64	3.61%
10	State Government Securities (24/03/2027)	DEBT	SDL	Sovereign	6.12%	50.32	3.45%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	61752	+2.9%	+6.2%
2Y	07 Aug, 24	1.20 L.	1.28 L.	+6.7%	+6.7%
3Y	07 Aug, 23	1.80 L.	2.00 L.	+11.0%	+7.2%
SI	07 Apr, 22	2.60 L.	3.03 L.	+16.7%	+7.2%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Jul, 25	1 L.	1.06 L.	+6.0%	+6.0%
2Y	16 Jul, 24	1 L.	1.15 L.	+15.2%	+7.3%
3Y	17 Jul, 23	1 L.	1.24 L.	+23.6%	+7.3%
SI	30 Mar, 22	1 L.	1.31 L.	+30.5%	+6.4%

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.