Aditya Birla Sun Life Crisil IBX Gilt June 2027 Index Fund Direct Growth

Aditya Birla Sun Life Crisil IBX Gilt June 2027 Index Fund Direct Growth is a debt fund. This fund was started on 5 June, 2024. The fund is managed by . This fund is suitable to keep your money safe.

1. Aditya Birla Sun Life Crisil IBX Gilt June 2027 Index Fund Direct Growth has ₹20 Cr worth of assets under management (AUM) as on Dec 1969 and is less than category average.
2. The fund has an expense ratio 0.2.
   

Aditya Birla Sun Life Crisil IBX Gilt June 2027 Index Fund Direct Growth has given a CAGR return of 2.52% since inception.

Aditya Birla Sun Life Crisil IBX Gilt June 2027 Index Fund Direct Growth has allocated its funds majorly in Government, Cash Equivalent. Its top holdings are 7.38% Govt Stock 2027

As it is a index funds - fixed income mutual fund the taxation is as follows:
If the fund is debt oriented i.e. asset allocation of more than 65% in debt instruments:
For short term (less than 3 years) capital gains will be taxed at your income slab rate.
For long term (more than 3 years) capital gains will be taxed at 20% with indexation benefit.
Dividends will always be taxed at slab rate.

The investment objective of the Scheme is to generate returns corresponding to the total returns of the securities as represented by the CRISIL IBX Gilt Index – June 2027 before expenses, subject to tracking errors.

Minimum investment for lump sum payment is INR 1000.00 and for SIP is INR 500.00. Aditya Birla Sun Life Crisil IBX Gilt June 2027 Index Fund Direct Growth has no lock in period.