Mutual Funds

Aditya Birla Sun Life Crisil-IBX AAA Financial Services Index-Sep 2027 Fund-Regular IDCW Payout

Aditya Birla Sun Life Mutual FundIndexVery High Risk
₹11.27+0.01 (+0.05%)

NAV as on 2026-07-17 · Equity · Index

AUM

₹10 Cr

1Y Return

+6.0%

3Y CAGR

-

5Y CAGR

-

Expense

0.37%

Risk

Very High

Aditya Birla Sun Life Crisil-IBX AAA Financial Services Index-Sep 2027 Fund-Regular IDCW Payout
₹11.27+0.05%

1Y Return

+6.0%

3Y CAGR

-

5Y CAGR

-

Since Inception

+7.4%

AI Fund Analysis

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NAV History

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52-Week NAV Range

₹10.63
₹11.27

100% from 52W low

Fund Information

IndexEquitySince 14-11-2024

Fund House

Aditya Birla Sun Life Mutual Fund

Category

Equity - Index

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Cash6.0%

Market Cap Split

Top Holdings

14 stocks
Weight1M Change
1

Hdb Financial Services Limited

46.11%-25.0%
2

Aditya Birla Capital Limited

15.36%0.0%
3

Bajaj Housing Finance Limited

15.36%0.0%
4

Bajaj Finance Limited

15.35%0.0%
5

Tata Capital Housing Finance Limited

15.34%0.0%
6

Rec Limited

15.31%0.0%
7

Power Finance Corporation Limited

15.30%-50.0%
8

Kotak Mahindra Investments Limited

15.20%-66.7%
9

LIC Housing Finance Ltd

15.14%-60.0%
10

Net Receivables

8.21%0.0%

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
AdityaBSLCRISILIBXAAAFnclSvcs0927RgIDCWP100.37+6.0%--
AxisNiftyAAABdFinclSvcsMr2028IdxRgIDCW-P-----
BHARAT Bond FOF April 2030 Reg IDCW-P9,2650.02+4.8%+7.5%+6.7%
ICICI Pru Nifty PSU B Pl SDL Reg AnIDCWP8,0890.32+5.5%+7.2%-
SBI CPSE B P SDL Sep 26 50:50 Reg IDCW-P8,0080.33+5.8%+7.0%-
Aditya BSL Nifty SDL Pl PSU B Reg IDCW-P7,2550.30+5.8%+7.0%-
Kotak Nifty SDL Apr27 Tp12 EW Reg IDCW-P6,6530.35+5.8%+7.3%-
Bandhan CRISILIBXGltJune2027IdxRegIDCW-P5,3860.38+5.1%+6.7%+5.7%
BHARAT Bond FOF April 2031 Reg IDCW-P4,6450.02+5.1%+7.6%+6.6%
BHARAT Bond ETF FOF Apr 2032 Reg IDCW-P4,3460.03+5.3%+7.8%-

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹10 Cr
Expense Ratio0.37%
Volatility (3Y)-
Sharpe Ratio-
Sortino Ratio-
Beta-
Min SIP₹500
Min Lumpsum₹5,000
Holdings14

Risk-o-Meter

Low

Moderate

High

Very High

Rated as Very High risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.