Aditya Birla Sun Life CRISIL IBX SDL 60:40 Plus AAA PSU Apr 25 Idx Dir Fund Direct Growth

Aditya Birla Sun Life CRISIL IBX SDL 60:40 Plus AAA PSU Apr 25 Idx Dir Fund Direct Growth is a debt fund. This fund was started on 22 February, 2022. The fund is managed by Mohit Sharma. This fund is suitable to keep your money safe.

1. Aditya Birla Sun Life CRISIL IBX SDL 60:40 Plus AAA PSU Apr 25 Idx Dir Fund Direct Growth has ₹180 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 SDL 60:40 Plus AAA PSU Apr 25 Idx Dir Fund Direct Growth has given a CAGR return of 5.47% since inception. Over the last 1 year the fund has given a CAGR return of 7.57%.

Aditya Birla Sun Life CRISIL IBX SDL 60:40 Plus AAA PSU Apr 25 Idx Dir Fund Direct Growth has allocated its funds majorly in Government, Corporate, Cash Equivalent. Its top holdings are 07.38% MP Sdl 2025, Rural Electrification Corporation Limited, Power Finance Corporation Limited, 05.94 RJ Sdl 2025, 06.69 MP Sdl 2025

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 60:40 SDL + AAA PSU Index – April 2025 before expenses, subject to tracking errors. The Scheme does not guarantee/indicate any returns. There can be no assurance that the objective of the Scheme will be achieved.

Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. Aditya Birla Sun Life CRISIL IBX SDL 60:40 Plus AAA PSU Apr 25 Idx Dir Fund Direct Growth has no lock in period.