Aditya Birla Sun Life Crisil-Ibx Financial Services 3 To 6 Months Debt Index Fund-Direct Growth

Q: How to check the XIRR of Aditya Birla Sun Life Crisil-IBX financial Services 3 to 6 months Debt Index Fund-Direct Growth?

You can track the exact XIRR and portfolio overlapping of Aditya Birla Sun Life Crisil-IBX financial Services 3 to 6 months Debt 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 financial Services 3 to 6 months Debt Index Fund-Direct Growth?

Use the MutualSaathi Portfolio Analyzer to compare Aditya Birla Sun Life Crisil-IBX financial Services 3 to 6 months Debt Index Fund-Direct Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

Aditya Birla Sun Life Mutual Fund

Expense Ratio: 0.13

Risk: Low to Moderate

Other Scheme - Index Funds

Plan: Direct

Benchmark: CRISIL-IBX Financial Services 3-6 Months Debt Index

Inception: 09-12-2024

Exit Load: Nil

Fund Size:₹3,182.91 Cr

Performance

Fund6.71%

Cat. Avg.2.26%

FundN/A

Cat. Avg.3.16%

FundN/A

Cat. Avg.11.16%

FundN/A

Cat. Avg.11.31%

10Y

FundN/A

Cat. Avg.11.84%

Fund7.25%

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	7.58% National Bank For Agriculture and Rural Development (31/07/2026)	DEBT	Bond/NCD	CRISIL AAA	7.65%	240.64	7.08%
2	7.44% Small Industries Development Bank of India (04/09/2026)	DEBT	Bond/NCD	CRISIL AAA	7.52%	224.63	6.61%
3	Axis Bank Limited (10/09/2026)	DEBT	CD	ICRA A1	7.30%	217.94	6.41%
4	7.50% National Bank For Agriculture and Rural Development (31/08/2026)	DEBT	Bond/NCD	ICRA AAA	7.55%	184.72	5.43%
5	7.70% REC Limited (31/08/2026)	DEBT	Bond/NCD	ICRA AAA	7.51%	159.90	4.70%
6	HDFC Bank Limited (25/08/2026)	DEBT	CD	ICRA A1	7.41%	145.68	4.29%
7	Canara Bank (15/09/2026)	DEBT	CD	ICRA A1	7.29%	145.16	4.27%
8	Indian Bank (30/10/2026)	DEBT	CD	CRISIL A1	7.29%	143.91	4.23%
9	7.55% Small Industries Development Bank of India (22/09/2026)	DEBT	Bond/NCD	CRISIL AAA	7.57%	129.81	3.82%
10	7.51% REC Limited (31/07/2026)	DEBT	Bond/NCD	ICRA AAA	7.54%	114.85	3.38%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	62012	+3.4%	+7.1%
SI	07 Jan, 25	95000	1.00 L.	+5.4%	+7.0%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Jul, 25	1 L.	1.07 L.	+6.7%	+6.7%
SI	18 Dec, 24	1 L.	1.12 L.	+11.7%	+7.3%

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.