Aditya Birla Sun Life Crisil Ibx Gilt Apr 2028 Index Fund-Direct Growth

Q: How to check the XIRR of Aditya Birla Sun Life Crisil IBX Gilt Apr 2028 Index Fund-Direct Growth?

You can track the exact XIRR and portfolio overlapping of Aditya Birla Sun Life Crisil IBX Gilt Apr 2028 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 Gilt Apr 2028 Index Fund-Direct Growth?

Use the MutualSaathi Portfolio Analyzer to compare Aditya Birla Sun Life Crisil IBX Gilt Apr 2028 Index Fund-Direct Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

Aditya Birla Sun Life Mutual Fund

Expense Ratio: 0.49

Risk: Low to Moderate

Other Scheme - Index Funds

Plan: Direct

Benchmark: CRISIL IBX Gilt Index - April 2028

Inception: 08-03-2023

Exit Load: Nil

Fund Size:₹20.87 Cr

Performance

Fund4.31%

Cat. Avg.-0.92%

Fund6.08%

Cat. Avg.0.42%

Fund6.97%

Cat. Avg.9.27%

FundN/A

Cat. Avg.7.81%

10Y

FundN/A

Cat. Avg.11.35%

Fund6.85%

Cat. Avg.5.56%

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 (08/01/2028)	DEBT	G-Sec	Sovereign	5.96%	14.31	67.55%
2	Government of India (21/09/2027)	DEBT	G-Sec	Sovereign	5.89%	4.30	20.30%
3	Government of India (25/03/2028)	DEBT	G-Sec	Sovereign	6.09%	1.13	5.32%
4	Clearing Corporation of India Limited	CASH	CCIL	CCIL		0.77	3.63%
5	Net Receivables / (Payables)	CASH	Others	Others		0.68	3.20%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Nov, 25	60000	61052	+1.8%	+3.7%
2Y	07 Nov, 24	1.20 L.	1.26 L.	+5.0%	+5.0%
3Y	07 Nov, 23	1.80 L.	1.96 L.	+9.1%	+5.9%
SI	10 Apr, 23	2.15 L.	2.40 L.	+11.5%	+6.2%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Oct, 25	1 L.	1.04 L.	+4.3%	+4.3%
2Y	16 Oct, 24	1 L.	1.13 L.	+12.5%	+6.1%
3Y	16 Oct, 23	1 L.	1.22 L.	+22.4%	+7.0%
SI	16 Mar, 23	1 L.	1.27 L.	+26.8%	+6.8%

SIP Calculator

Visualize how small monthly investments grow over time.

Monthly SIP Amount

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

Max: ₹1000 Cr

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Profit

₹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.