Aditya Birla Sun Life Crisil IBX 60:40 SDL+AAA PSU-APR 2027 Index Fund
Open in live screener →Key metrics
Further reading: Median maximum drawdown by fund category, measured across 1,767 funds
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | 0.05% | 0.28% | 1.28% | 2.77% | 5.80% | 7.43% | – | – | – |
NAV history
About this fund
Aditya Birla Sun Life Crisil IBX 60:40 SDL+AAA PSU-APR 2027 Index Fund is a passive index fund/ETF offered by Aditya Birla Sun Life Mutual Fund, classified under Index/ETF as Other Scheme - Index Funds. It aims to mirror an index rather than beat it, usually at a lower cost than active funds. Its latest NAV is ₹13.24, with assets under management of about ₹1,385 Cr (April - June 2026).
Further reading: What a category rank actually tells you
Performance analysis
Over the trailing one year, Aditya Birla Sun Life Crisil IBX 60:40 SDL+AAA PSU-APR 2027 Index Fund has recorded a return of about 5.8%, with a three-year return of 7.4%. Its annualised volatility is 1.3% — relatively low fluctuations — and its Sharpe ratio is -0.54, a measure of return per unit of risk taken. The direct-plan base expense ratio is 0.18%, deducted daily from the NAV.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | 7.38 | 7.52 | 3.01 | 9.46 | 100% | 0% |
| 3Y | 7.53 | 7.53 | 6.15 | 8.27 | 100% | 0% |
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| DSP Nifty Midcap 150 Quality 50 Index Fund Other Scheme - Index Funds | -8.05 | -8.48 | -6.58 | -10.41 | 6.42 | – | – | 0.26 |
| Motilal Oswal BSE Financials ex Bank 30 Index Fund Other Scheme - Index Funds | -12.35 | -10.63 | -9.65 | -13.46 | 8.89 | – | – | 0.37 |
| ICICI Prudential Nifty 200 Momentum 30 Index Fund Other Scheme - Index Funds | -10.89 | -9.54 | -10.35 | -13.98 | 6.93 | – | – | 0.27 |
| ICICI Prudential Nifty IT Index Fund Other Scheme - Index Funds | 13.24 | 12.48 | 7.30 | -9.63 | 3.05 | – | – | 0.22 |
| Nippon India Nifty Alpha Low Volatility 30 Index Fund Other Scheme - Index Funds | -7.42 | -9.69 | -5.33 | -10.13 | 7.76 | – | – | 0.30 |
| Navi Nifty India Manufacturing Index Fund Other Scheme - Index Funds | -9.38 | -8.78 | -6.07 | -3.79 | 15.31 | – | – | 0.40 |
| Motilal Oswal BSE Enhanced Value Index Fund Other Scheme - Index Funds | -7.05 | -7.79 | -12.17 | -4.35 | 18.69 | – | – | 0.35 |
| Motilal Oswal BSE Quality Index Fund Other Scheme - Index Funds | -8.09 | -10.96 | -11.85 | -9.55 | 10.19 | – | – | 0.35 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life US Treasury 3-10 Year Bond ETFs Passive FOF Other Scheme - FoF Overseas | -0.37 | -2.50 | -0.76 | 6.30 | – | – | – | 0.10 |
| Aditya Birla Sun Life Transportation and Logistics Fund Sectoral/Thematic - Auto/Transport | -9.72 | -2.87 | 8.91 | 3.31 | – | – | – | 0.70 |
| Aditya Birla Sun Life Quant Fund Equity Scheme - Sectoral/Thematic | -9.26 | -8.29 | -5.28 | -4.71 | – | – | – | 0.60 |
| Aditya Birla Sun Life Nifty India Defence Index Fund Index Funds - Equity Funds | -9.54 | -8.75 | -4.70 | 4.98 | – | – | – | 0.28 |
| Aditya Birla Sun Life BSE India Infrastructure Index Fund Index Funds - Equity Funds | -9.06 | -12.08 | -17.00 | -13.69 | – | – | – | 0.38 |
| Aditya Birla Sun Life Conglomerate Fund Equity Scheme - Sectoral/Thematic | -8.64 | -8.47 | -5.01 | -9.21 | – | – | – | 0.63 |
| Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Index Funds - Equity Funds | -10.41 | -6.99 | -4.23 | -6.45 | – | – | – | 0.25 |
| Aditya Birla Sun Life BSE 500 Quality 50 Index Fund Index Funds - Equity Funds | -6.69 | -8.16 | -7.52 | -6.33 | – | – | – | 0.18 |