How to check the XIRR of Aditya Birla Sun Life CRISIL IBX SDL Jun 2032 INDEX FUND - Direct Growth?

You can track the exact XIRR and portfolio overlapping of Aditya Birla Sun Life CRISIL IBX SDL Jun 2032 INDEX FUND - Direct Growth alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Aditya Birla Sun Life Crisil Ibx Sdl Jun 2032 Index Fund - Direct Growth

Q: How to check portfolio overlap for Aditya Birla Sun Life CRISIL IBX SDL Jun 2032 INDEX FUND - Direct Growth?

Use the MutualSaathi Portfolio Analyzer to compare Aditya Birla Sun Life CRISIL IBX SDL Jun 2032 INDEX FUND - Direct Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

Aditya Birla Sun Life Mutual Fund

Expense Ratio: 0.22

Risk: Moderate

Other Scheme - Index Funds

Plan: Direct

Benchmark: CRISIL IBX SDL Index - June 2032

Inception: 06-02-2023

Exit Load: Nil

Fund Size:₹156.76 Cr

Performance

Fund4.63%

Cat. Avg.2.26%

Fund7.51%

Cat. Avg.3.16%

Fund7.70%

Cat. Avg.11.16%

FundN/A

Cat. Avg.11.31%

10Y

FundN/A

Cat. Avg.11.84%

Fund8.08%

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 (17/01/2032)	DEBT	G-Sec	Sovereign	7.08%	31.86	20.85%
2	State Government Securities (14/06/2032)	DEBT	SDL	Sovereign	7.56%	27.54	18.03%
3	State Government Securities (01/03/2032)	DEBT	SDL	Sovereign	7.65%	25.26	16.53%
4	State Government Securities (06/04/2032)	DEBT	SDL	Sovereign	7.69%	25.18	16.48%
5	State Government Securities (02/03/2032)	DEBT	SDL	Sovereign	7.56%	19.73	12.91%
6	State Government Securities (22/05/2032)	DEBT	SDL	Sovereign	7.63%	9.96	6.52%
7	State Government Securities (29/03/2032)	DEBT	SDL	Sovereign	7.56%	5.88	3.85%
8	State Government Securities (15/02/2031)	DEBT	SDL	Sovereign	7.58%	3.54	2.31%
9	Net Receivables / (Payables)	CASH	Others	Others		2.40	1.57%
10	State Government Securities (23/03/2032)	DEBT	SDL	Sovereign	7.69%	1.12	0.74%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	62020	+3.4%	+7.1%
2Y	07 Aug, 24	1.20 L.	1.28 L.	+6.6%	+6.6%
3Y	07 Aug, 23	1.80 L.	2.00 L.	+11.3%	+7.4%
SI	08 Mar, 23	2.05 L.	2.32 L.	+13.3%	+7.5%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Jul, 25	1 L.	1.05 L.	+4.6%	+4.6%
2Y	16 Jul, 24	1 L.	1.16 L.	+15.6%	+7.5%
3Y	17 Jul, 23	1 L.	1.25 L.	+24.7%	+7.6%
SI	16 Feb, 23	1 L.	1.30 L.	+30.4%	+8.1%

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.