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

Fund3.15%

Cat. Avg.-0.92%

Fund5.26%

Cat. Avg.0.42%

Fund7.03%

Cat. Avg.9.27%

FundN/A

Cat. Avg.7.81%

10Y

FundN/A

Cat. Avg.11.35%

Fund7.16%

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	State Government Securities (14/06/2032)	DEBT	SDL	Sovereign	7.27%	27.92	19.33%
2	State Government Securities (01/03/2032)	DEBT	SDL	Sovereign	7.34%	25.59	17.71%
3	State Government Securities (06/04/2032)	DEBT	SDL	Sovereign	7.33%	25.57	17.70%
4	State Government Securities (02/03/2032)	DEBT	SDL	Sovereign	7.27%	20.00	13.84%
5	Government of India (17/01/2032)	DEBT	G-Sec	Sovereign	6.63%	17.51	12.12%
6	State Government Securities (22/05/2032)	DEBT	SDL	Sovereign	7.33%	10.10	6.99%
7	State Government Securities (29/03/2032)	DEBT	SDL	Sovereign	7.35%	5.94	4.12%
8	Clearing Corporation of India Limited	CASH	CCIL	CCIL		4.21	2.91%
9	State Government Securities (15/02/2031)	DEBT	SDL	Sovereign	7.22%	3.58	2.48%
10	Net Receivables / (Payables)	CASH	Others	Others		2.89	2.00%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Nov, 25	60000	60559	+0.9%	+1.9%
2Y	07 Nov, 24	1.20 L.	1.24 L.	+3.6%	+3.6%
3Y	07 Nov, 23	1.80 L.	1.94 L.	+8.0%	+5.3%
SI	08 Mar, 23	2.20 L.	2.44 L.	+11.0%	+5.8%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Oct, 25	1 L.	1.03 L.	+3.1%	+3.1%
2Y	16 Oct, 24	1 L.	1.11 L.	+10.8%	+5.3%
3Y	16 Oct, 23	1 L.	1.23 L.	+22.6%	+7.0%
SI	16 Feb, 23	1 L.	1.29 L.	+28.8%	+7.2%

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.