OmniAssetMutual funds › Aditya Birla Sun Life Nifty SDL Plus PSU Bond SEP 2026 60:40 Index Fund

Aditya Birla Sun Life Nifty SDL Plus PSU Bond SEP 2026 60:40 Index Fund

Index Fund fund benchmarked to Nifty SDL Plus PSU Bond Sep 2026 60:40 Index. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202613.3099
CategoryIndex Fund
PlanDirect · Idcw
Launched15 Sep 2021
Risk labelthe scheme's own riskometerLow
Legal benchmarkSEBI Tier-1Nifty SDL Plus PSU Bond Sep 2026 60:40 Index
Expense ratiodirect plan, a year0.21%
AUM₹9.02 Cr
Growth of ₹10,000₹13,30827 Sep 2021 to 2 Sep 2026
₹13,308₹12,446₹11,585₹10,723₹9,862Sep 2021Dec 2022Mar 2024Jun 2025Sep 2026
₹13,308 (+6.0% a year) Aditya Birla Sun Life Nifty SDL Plus PSU Bond SEP 2026 60:40 Index Fund
Growth of ₹10,000 — every plotted observation
PointAditya Birla Sun Life Nifty SDL Plus PSU Bond SEP 2026 60:40 Index Fund
27 Sep 2021₹10,000
4 Oct 2021₹10,003
11 Oct 2021₹9,985
18 Oct 2021₹10,005
25 Oct 2021₹10,002
1 Nov 2021₹10,006
8 Nov 2021₹10,020
15 Nov 2021₹10,031
22 Nov 2021₹10,041
29 Nov 2021₹10,066
6 Dec 2021₹10,074
13 Dec 2021₹10,093
20 Dec 2021₹10,093
27 Dec 2021₹10,076
3 Jan 2022₹10,075
10 Jan 2022₹10,030
17 Jan 2022₹10,036
24 Jan 2022₹10,056
31 Jan 2022₹10,070
8 Feb 2022₹10,043
14 Feb 2022₹10,127
21 Feb 2022₹10,133
28 Feb 2022₹10,141
7 Mar 2022₹10,113
14 Mar 2022₹10,112
21 Mar 2022₹10,134
28 Mar 2022₹10,145
4 Apr 2022₹10,176
11 Apr 2022₹10,092
18 Apr 2022₹10,043
25 Apr 2022₹10,070
2 May 2022₹10,043
9 May 2022₹9,862
17 May 2022₹9,903
23 May 2022₹9,912
30 May 2022₹9,921
6 Jun 2022₹9,879
13 Jun 2022₹9,867
20 Jun 2022₹9,901
27 Jun 2022₹9,941
4 Jul 2022₹9,977
11 Jul 2022₹10,002
18 Jul 2022₹10,022
25 Jul 2022₹10,045
1 Aug 2022₹10,090
8 Aug 2022₹10,088
17 Aug 2022₹10,150
22 Aug 2022₹10,146
29 Aug 2022₹10,167
5 Sep 2022₹10,179
12 Sep 2022₹10,181
19 Sep 2022₹10,119
26 Sep 2022₹10,078
3 Oct 2022₹10,108
10 Oct 2022₹10,090
17 Oct 2022₹10,118
25 Oct 2022₹10,135
31 Oct 2022₹10,160
7 Nov 2022₹10,167
14 Nov 2022₹10,209
21 Nov 2022₹10,229
28 Nov 2022₹10,257
5 Dec 2022₹10,283
12 Dec 2022₹10,288
19 Dec 2022₹10,296
26 Dec 2022₹10,298
2 Jan 2023₹10,309
9 Jan 2023₹10,323
16 Jan 2023₹10,343
23 Jan 2023₹10,365
30 Jan 2023₹10,357
6 Feb 2023₹10,377
13 Feb 2023₹10,374
20 Feb 2023₹10,377
27 Feb 2023₹10,356
6 Mar 2023₹10,376
13 Mar 2023₹10,398
20 Mar 2023₹10,432
27 Mar 2023₹10,463
3 Apr 2023₹10,495
10 Apr 2023₹10,541
17 Apr 2023₹10,545
24 Apr 2023₹10,567
2 May 2023₹10,583
8 May 2023₹10,608
15 May 2023₹10,614
22 May 2023₹10,649
29 May 2023₹10,659
5 Jun 2023₹10,673
12 Jun 2023₹10,670
19 Jun 2023₹10,685
26 Jun 2023₹10,691
3 Jul 2023₹10,695
10 Jul 2023₹10,694
17 Jul 2023₹10,729
24 Jul 2023₹10,739
31 Jul 2023₹10,740
7 Aug 2023₹10,751
14 Aug 2023₹10,757
21 Aug 2023₹10,763
28 Aug 2023₹10,786
4 Sep 2023₹10,797
11 Sep 2023₹10,804
18 Sep 2023₹10,822
25 Sep 2023₹10,838
3 Oct 2023₹10,841
9 Oct 2023₹10,830
16 Oct 2023₹10,849
23 Oct 2023₹10,858
30 Oct 2023₹10,865
6 Nov 2023₹10,890
13 Nov 2023₹10,911
20 Nov 2023₹10,931
28 Nov 2023₹10,937
4 Dec 2023₹10,952
11 Dec 2023₹10,968
18 Dec 2023₹11,006
26 Dec 2023₹11,023
1 Jan 2024₹11,033
8 Jan 2024₹11,048
15 Jan 2024₹11,064
23 Jan 2024₹11,078
29 Jan 2024₹11,091
5 Feb 2024₹11,121
12 Feb 2024₹11,131
20 Feb 2024₹11,150
26 Feb 2024₹11,171
4 Mar 2024₹11,184
11 Mar 2024₹11,208
18 Mar 2024₹11,216
26 Mar 2024₹11,228
2 Apr 2024₹11,251
8 Apr 2024₹11,264
15 Apr 2024₹11,274
22 Apr 2024₹11,285
29 Apr 2024₹11,297
6 May 2024₹11,326
13 May 2024₹11,340
21 May 2024₹11,364
27 May 2024₹11,382
3 Jun 2024₹11,393
10 Jun 2024₹11,409
18 Jun 2024₹11,429
24 Jun 2024₹11,449
1 Jul 2024₹11,461
8 Jul 2024₹11,485
15 Jul 2024₹11,504
22 Jul 2024₹11,525
29 Jul 2024₹11,551
5 Aug 2024₹11,569
12 Aug 2024₹11,583
19 Aug 2024₹11,597
26 Aug 2024₹11,620
2 Sep 2024₹11,631
9 Sep 2024₹11,645
16 Sep 2024₹11,667
23 Sep 2024₹11,685
30 Sep 2024₹11,704
7 Oct 2024₹11,722
14 Oct 2024₹11,757
21 Oct 2024₹11,764
28 Oct 2024₹11,771
4 Nov 2024₹11,787
11 Nov 2024₹11,806
18 Nov 2024₹11,819
25 Nov 2024₹11,827
2 Dec 2024₹11,851
9 Dec 2024₹11,868
16 Dec 2024₹11,876
23 Dec 2024₹11,883
30 Dec 2024₹11,895
6 Jan 2025₹11,915
13 Jan 2025₹11,920
20 Jan 2025₹11,949
27 Jan 2025₹11,968
3 Feb 2025₹11,988
10 Feb 2025₹12,006
17 Feb 2025₹12,021
24 Feb 2025₹12,037
3 Mar 2025₹12,051
10 Mar 2025₹12,065
17 Mar 2025₹12,082
24 Mar 2025₹12,110
31 Mar 2025₹12,144
7 Apr 2025₹12,186
15 Apr 2025₹12,216
21 Apr 2025₹12,237
28 Apr 2025₹12,259
5 May 2025₹12,278
13 May 2025₹12,301
19 May 2025₹12,332
26 May 2025₹12,361
2 Jun 2025₹12,379
9 Jun 2025₹12,418
16 Jun 2025₹12,413
23 Jun 2025₹12,419
30 Jun 2025₹12,434
7 Jul 2025₹12,462
14 Jul 2025₹12,474
21 Jul 2025₹12,485
28 Jul 2025₹12,499
4 Aug 2025₹12,516
11 Aug 2025₹12,525
18 Aug 2025₹12,530
25 Aug 2025₹12,539
1 Sep 2025₹12,551
9 Sep 2025₹12,572
15 Sep 2025₹12,581
22 Sep 2025₹12,599
30 Sep 2025₹12,615
6 Oct 2025₹12,635
13 Oct 2025₹12,646
20 Oct 2025₹12,662
27 Oct 2025₹12,677
3 Nov 2025₹12,688
10 Nov 2025₹12,702
17 Nov 2025₹12,717
24 Nov 2025₹12,732
1 Dec 2025₹12,746
8 Dec 2025₹12,764
15 Dec 2025₹12,771
22 Dec 2025₹12,782
29 Dec 2025₹12,796
5 Jan 2026₹12,810
12 Jan 2026₹12,820
19 Jan 2026₹12,824
27 Jan 2026₹12,842
2 Feb 2026₹12,852
9 Feb 2026₹12,871
16 Feb 2026₹12,893
23 Feb 2026₹12,904
2 Mar 2026₹12,919
9 Mar 2026₹12,928
16 Mar 2026₹12,937
23 Mar 2026₹12,950
30 Mar 2026₹12,966
6 Apr 2026₹12,984
13 Apr 2026₹13,015
20 Apr 2026₹13,036
27 Apr 2026₹13,047
4 May 2026₹13,059
11 May 2026₹13,071
18 May 2026₹13,080
25 May 2026₹13,091
1 Jun 2026₹13,108
8 Jun 2026₹13,127
15 Jun 2026₹13,145
22 Jun 2026₹13,161
29 Jun 2026₹13,176
6 Jul 2026₹13,191
13 Jul 2026₹13,205
20 Jul 2026₹13,219
27 Jul 2026₹13,233
3 Aug 2026₹13,248
10 Aug 2026₹13,263
17 Aug 2026₹13,276
24 Aug 2026₹13,290
31 Aug 2026₹13,304
2 Sep 2026₹13,308

Performance (trailing, annualised)

1Y annualised6.06%
3Y annualised7.23%

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 ₹1,23,8666.00%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,99,6866.91%

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

Calendar years

Calendar 20222.24%
Calendar 20237.00%
Calendar 20247.88%
Calendar 20257.61%

Rolling returns

Rolling 1Y · average202 windows since 29 Sep 20226.63%
Rolling 1Y · median7.25%
Rolling 1Y · worst window0.91%
Rolling 1Y · best window8.83%
Rolling 1Y · windows positive100%
Rolling 3Y · average100 windows since 27 Sep 20246.96%
Rolling 3Y · median7.24%
Rolling 3Y · worst window5.36%
Rolling 3Y · best window7.93%
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)0.51%
Downside deviation (3Y)0.14%
Maximum drawdown-0.16%

Management

Fund managerMr. Mohit Sharma
Managing since19 Apr 2022

Related

Source: the OmniAsset signed reference snapshot, as of 3 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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