OmniAsset
Get app

OmniAsset › Mutual funds › Aditya Birla Sun Life CRISIL IBX SDL Jun 2032 Index Fund

Aditya Birla Sun Life CRISIL IBX SDL Jun 2032 Index Fund

Index Fund fund benchmarked to CRISIL IBX SDL Index – June 2032. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202612.8894
CategoryIndex Fund
PlanRegular · Growth
Launched6 Feb 2023
Risk labelthe scheme's own riskometerModerate
Legal benchmarkSEBI Tier-1CRISIL IBX SDL Index – June 2032
Expense ratiodirect plan, a year0.57%
AUM₹43.5 Cr
Growth of ₹10,000₹12,86916 Feb 2023 to 2 Sep 2026
₹12,982₹12,231₹11,480₹10,729₹9,978Feb 2023Jan 2024Nov 2024Oct 2025Sep 2026
₹12,869 (+7.4% a year) Aditya Birla Sun Life CRISIL IBX SDL Jun 2032 Index Fund

Performance (trailing, annualised)

1Y annualised5.75%
3Y annualised6.99%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,23,5545.52%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,96,2356.32%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 20249.63%
Calendar 20256.41%

Rolling returns

Rolling 1Y · average131 windows since 20 Feb 20247.59%
Rolling 1Y · median7.61%
Rolling 1Y · worst window0.89%
Rolling 1Y · best window11.87%
Rolling 1Y · windows positive100%
Rolling 3Y · average28 windows since 20 Feb 20267.19%
Rolling 3Y · median7.21%
Rolling 3Y · worst window6.29%
Rolling 3Y · best window8.13%
Rolling 3Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)2.24%
Downside deviation (3Y)1.36%
Maximum drawdown-2.23%

Management

Fund managerMr. Bhupesh Bameta, Mr. Mohit Sharma
Managing since14 Feb 2023

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

Research this fund and compare it — on your device.

Get OmniAsset on Google Play The mutual fund tracker