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Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU - Apr 2025 Index Fund(IDCW)

IDCW
11.660.02% (+0.00)

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Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU - Apr 2025 Index Fund(IDCW)

IDCW
DebtCorporate Bond Fund
Small-size FundAssets Under Mgmt: ₹ 178 Cr
Low RiskPrinciple investment will be at low risk
11.660.02% (+0.00)

Price Chart

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Low
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Returns
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
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DebtCorporate Bond Fund
Small-size FundAssets Under Mgmt: ₹ 178 Cr
Low RiskPrinciple investment will be at low risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.207.0310.14
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
0.437.415.68

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW0 yrs0.00%
Nil
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 500
Initial: ₹ 500 Incremental: ₹ 500
BenchmarkBenchmark
CRISIL IBX 60:40 SDL + AAA PSU Index - April 2025

About Corporate Bond Fund

Corporate bond funds invest in bonds that are issued by private sector companies. They have more than 80% allocation in corporate bonds. They are less riskier as they invest in debt instruments.

Peers & Comparison

Comparing 3 mutual funds from 
DebtCorporate Bond Fund

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU - Apr 2025 Index Fund(IDCW)7.43%—5.75%
HDFC Corp Bond Fund(Q-IDCW Reinv)0.83%-0.73%0.06%
ICICI Pru Corp Bond Fund(Q-IDCW Payout)0.56%0.58%3.40%
SBI Corp Bond Fund(Q-IDCW Payout)8.36%6.38%6.85%

Price Comparison

Compare Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU - Apr 2025 Index Fund(IDCW) with any MF, ETF, stock or index
Compare Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU - Apr 2025 Index Fund(IDCW) with any MF, ETF, stock or index
Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU - Apr 2025 Index Fund(IDCW)
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Nov 2024

ACTUAL
Cash & EquivalentsCorporate DebtGovernment Securities4.67%34.79%60.54%

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Distribution

+1 morePower GenerationOthersPublic BanksConsumer FinanceG-Sec1.53 %2.25 %3.14 %7.25 %25.30 %60.54 %

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 2459.47%59.22%56.05%60.02%62.92%60.54%
G-Sec as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Debt

Others

  • Constituent
    Holding Weight
    3M Change
  • State Government Securities (15/03/2025)
    Sov
    3M change : 4.51 %|Sov

    Holdings

    19.70 %

    4.51 %
  • 8.30% REC Limited (10/04/2025) **
    CRISIL AAA
    3M change : 0.80 %|CRISIL AAA

    Holdings

    12.96 %

    0.80 %
  • 8.39% Power Finance Corporation Limited (19/04/2025) **
    ICRA AAA
    3M change : 0.66 %|ICRA AAA

    Holdings

    12.34 %

    0.66 %

AMC Profile

Aditya Birla Sun Life AMC Limited, is a joint venture between the Aditya Birla Group and the Sun Life Financial Inc. of Canada. The joint venture brings together Aditya Birla Group's experience in the Indian market and Sun Life's global experience.

  • No.of Schemes

    94

  • Total AUM

    ₹ 3,71,929.89 Cr.

Fund Manager Profile

Mohit Sharma

AUM:  ₹73,144.95 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 10yrs

Qualification

PGDCM - IIM (Calcutta), B. Tech IIT (Madras)

Past Experience

He has around 10 years of experience of which 7 years are in financial markets. He joined Birla Sun Life Asset Management Co. Ltd in October 2015. Prior to joining Birla Sun Life Asset Management Co. Ltd, he ran his own healthcare- tech business (June 2012 - May 2015). He has also worked as an Interest Rates Trader in Standard Chartered Bank (May 2007 - June 2011) and ICICI Bank Ltd (June 2006 - April 2007). He started his career in theEquity Research in Irevna Ltd (June 2005 - June 2006).

Funds Managed (76)

Aditya Birla SL Dynamic Bond Fund-Reg(Q-IDCW Reinv)

IDCW
1.76%
1.05%
1.23%

Aditya Birla SL Dynamic Bond Fund(IDCW-Reinv)

IDCW
1.77%
1.33%
0.64%

Aditya Birla SL Medium Term Plan-Reg(Q-IDCW Reinv)

IDCW
3.33%
7.01%
1.58%

Aditya Birla SL Dynamic Bond Fund-Reg(M-IDCW Reinv)

IDCW
1.69%
0.75%
1.23%

Aditya Birla SL Credit Risk Fund-Reg(IDCW-Reinv)

IDCW
9.83%
3.65%
1.54%

Aditya Birla SL Short Term Fund(Q-IDCW Reinv)

IDCW
-3.66%
-1.02%
0.38%

Aditya Birla SL Low Duration Fund(W-IDCW Reinv)

IDCW
0.06%
-0.14%
0.42%

Aditya Birla SL Medium Term Plan(IDCW)

IDCW
3.35%
7.67%
0.85%

Aditya Birla SL Credit Risk Fund(IDCW-Reinv)

IDCW
10.81%
4.58%
0.67%

Aditya Birla SL Dynamic Bond Fund(M-IDCW Reinv)

IDCW
2.30%
1.35%
0.64%

Aditya Birla SL Dynamic Bond Fund(Q-IDCW Reinv)

IDCW
2.37%
1.49%
0.64%

Aditya Birla SL Money Manager Fund(W-IDCW Reinv)

IDCW
0.01%
0.02%
0.22%

Aditya Birla SL Credit Risk Fund(IDCW)

IDCW
10.81%
4.58%
0.67%

Aditya Birla SL Credit Risk Fund-Reg(IDCW)

IDCW
9.83%
3.65%
1.54%

Aditya Birla SL Dynamic Bond Fund(IDCW)

IDCW
1.77%
1.33%
0.64%

Aditya Birla SL Medium Term Plan-Reg(IDCW-Reinv)

IDCW
2.60%
6.89%
1.58%

Aditya Birla SL Medium Term Plan-Reg(H-IDCW Reinv)

IDCW
3.24%
7.25%
1.58%

Aditya Birla SL Dynamic Bond Fund-Reg(IDCW)

IDCW
1.16%
0.73%
1.23%

Aditya Birla SL Short Term Fund(IDCW-Reinv)

IDCW
-16.91%
-9.47%
0.38%

Aditya Birla SL Medium Term Plan(H-IDCW)

IDCW
4.02%
8.05%
0.85%

Aditya Birla SL Short Term Fund(Q-IDCW)

IDCW
-3.66%
-1.02%
0.38%

Aditya Birla SL Short Term Fund(IDCW)

IDCW
-16.91%
-9.47%
0.38%

Aditya Birla SL Medium Term Plan(Q-IDCW)

IDCW
4.10%
7.80%
0.85%

Aditya Birla SL Dynamic Bond Fund(Q-IDCW)

IDCW
2.37%
1.49%
0.64%

Aditya Birla SL Dynamic Bond Fund(M-IDCW)

IDCW
2.30%
1.35%
0.64%

Aditya Birla SL Low Duration Fund(DD-IDCW)

IDCW
0.34%
0.06%
0.42%

Aditya Birla SL Low Duration Fund(W-IDCW)

IDCW
0.06%
-0.14%
0.42%

Aditya Birla SL Money Manager Fund(DD-IDCW)

IDCW
0.00%
0.00%
0.22%

Aditya Birla SL Money Manager Fund(W-IDCW)

IDCW
0.01%
0.02%
0.22%

Aditya Birla SL Short Term Fund(IDCW-Reinv)

IDCW
-17.48%
-6.25%
1.01%

Aditya Birla SL Low Duration Fund(DD-IDCW)

IDCW
0.33%
0.09%
1.23%

Aditya Birla SL Short Term Fund(Q-IDCW)

IDCW
-2.55%
-1.11%
1.01%

Aditya Birla SL Medium Term Plan-Reg(Q-IDCW)

IDCW
3.33%
7.01%
1.58%

Aditya Birla SL Medium Term Plan-Reg(IDCW)

IDCW
2.60%
6.89%
1.58%

Aditya Birla SL Medium Term Plan-Reg(H-IDCW)

IDCW
3.24%
7.25%
1.58%

Aditya Birla SL Dynamic Bond Fund-Reg(M-IDCW)

IDCW
1.69%
0.75%
1.23%

Aditya Birla SL Inv Inc-QS I-Reg(IDCW)

IDCW
-0.08%
0.10%
0.07%

Aditya Birla SL Low Duration Fund(W-IDCW)

IDCW
0.20%
-0.13%
1.23%

Aditya Birla SL Money Manager Fund(DD-IDCW)

IDCW
0.00%
0.00%
0.35%

Aditya Birla SL Money Manager Fund(W-IDCW)

IDCW
0.01%
0.02%
0.35%

Aditya Birla SL Dynamic Bond Fund-Reg(Q-IDCW)

IDCW
1.76%
1.05%
1.23%

Aditya Birla SL Short Term Fund(IDCW)

IDCW
-17.48%
-6.25%
1.01%

Aditya Birla SL FTP-TI-1837D(IDCW)

IDCW
8.13%
5.96%
—

Aditya Birla SL FTP-TI-1837D-Reg(IDCW)

IDCW
8.01%
5.85%
—

Aditya Birla SL FTP-TJ-1838D(IDCW)

IDCW
8.19%
6.00%
—

Aditya Birla SL FTP-TJ-1838D-Reg(IDCW)

IDCW
8.08%
5.90%
—

Aditya Birla SL Nifty SDL Plus PSU Bond Sep 2026 60:40 Index Fund(IDCW)

IDCW
7.90%
5.68%
0.20%

Aditya Birla SL Nifty SDL Plus PSU Bond Sep 2026 60:40 Index Fund-Reg(IDCW)

IDCW
7.73%
5.51%
0.36%

Aditya Birla SL FTP-TQ-1879D-Reg(IDCW)

IDCW
7.93%
—
—

Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU - Apr 2027 Index Fund(IDCW)

IDCW
7.99%
—
0.20%

Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU - Apr 2025 Index Fund-Reg(IDCW)

IDCW
7.27%
—
0.35%

Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU - Apr 2027 Index Fund-Reg(IDCW)

IDCW
7.77%
—
0.40%

Aditya Birla SL CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund(IDCW)

IDCW
8.31%
—
0.20%

Aditya Birla SL CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund-Reg(IDCW)

IDCW
8.16%
—
0.35%

Aditya Birla SL FTP-UB-1224D-Reg(IDCW)

IDCW
7.44%
—
—

Aditya Birla SL CRISIL IBX SDL Jun 2032 Index Fund-Reg(IDCW)

IDCW
9.82%
—
0.57%

Aditya Birla SL CRISIL IBX SDL Jun 2032 Index Fund(IDCW)

IDCW
10.19%
—
0.22%

Aditya Birla SL FTP-UJ-1110D(IDCW)

IDCW
7.58%
—
—

Aditya Birla SL FTP-UJ-1110D-Reg(IDCW)

IDCW
7.44%
—
—

Aditya Birla SL Dynamic Bond Fund-Reg(IDCW)

IDCW
1.16%
0.73%
1.23%

Aditya Birla SL Inv Inc-QS I-Reg(IDCW)

IDCW
-0.08%
0.10%
0.07%

Aditya Birla SL CRISIL-IBX AAA NBFC-HFC Index-Dec 2025 Fund(IDCW)

IDCW
—
—
—

Aditya Birla SL CRISIL-IBX AAA NBFC-HFC Index-Dec 2025 Fund-Reg(IDCW)

IDCW
—
—
—

Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU - Apr 2025 Index Fund(IDCW)

IDCW
7.43%
—
0.20%

Manager Performance (0)

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Tax Implications

Invested period < 2 years

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments from 1st April 2023)

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments before 1st April 2023)

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

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