Aditya Birla Sun Life Crisil IBX Gilt-Apr 2029 Index Fund-Regular Growth

Fund House: Aditya Birla Sun Life Mutual Fund
Category: Index Fund
Launch Date: 19-10-2022
Asset Class:
Benchmark: CRISIL IBX Gilt Index - April 2029
TER: 0.37% As on (31-07-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 639 Cr As on 30-06-2025(Source:AMFI)
Turn over: - | Exit Load: NIL

12.6639

8.65%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY COMPOSITE G-SEC INDEX
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The investment objective of the Scheme is to generate returns corresponding to the total returns of the securities as represented by the CRISIL IBX Gilt Index – April 2029 before expenses, subject to tracking errors. The Scheme does not guarantee/indicate any returns. There can be no assurance or guarantee that the investment objective of the Scheme will be achieved.

Current Asset Allocation (%)

Indicators

Standard Deviation
Sharpe Ratio
Alpha
Beta
Yield to Maturity 6.82
Average Maturity 4.34

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Aditya Birla Sun Life Crisil IBX Gilt-Apr 2029 Index Fund-Regular Growth 19-10-2022 8.25 8.5 - - -
ICICI Prudential NASDAQ 100 Index Fund - Growth 01-10-2021 29.17 26.33 28.19 - -
Motilal Oswal S&P 500 Index Fund - Regular Plan Growth 05-04-2020 21.83 22.78 21.25 16.3 -
Invesco India Nifty G-sec Sep 2032 Index Fund - Regular - Growth 27-03-2023 8.46 8.74 - - -
HDFC Nifty G-Sec July 2031 Index Fund - Growth Option 10-11-2022 8.46 8.68 - - -
HDFC Nifty G-Sec Sep 2032 Index Fund - Growth Option 09-12-2022 8.38 8.67 - - -
Nippon India Nifty G-Sec Oct 2028 Maturity Index Fund-Regular Plan-Growth Option 06-03-2023 8.36 8.28 - - -
BANDHAN CRISIL IBX GILT APRIL 2032 INDEX FUND - REGULAR GROWTH 15-02-2023 8.35 8.6 - - -
HDFC Nifty G-Sec Apr 2029 Index Fund - Growth Option 10-03-2023 8.3 8.49 - - -
ICICI Prudential Nifty G-Sec Dec 2030 Index Fund - Growth 05-10-2022 8.26 8.44 - - -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.0%

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