Aditya Birla Sun Life CRISIL IBX SDL Sep 2028 Index Fund Direct Growth

Aditya Birla Sun Life CRISIL IBX SDL Sep 2028 Index Fund Direct Growth

Debt

Direct

Index Funds - Fixed Income

NAV as on 05-04-2023

₹ 10

About the Fund

Aditya Birla Sun Life CRISIL IBX SDL Sep 2028 Index Fund Direct Growth is a debt fund. This fund was started on 12 April, 2023. The fund is managed by Harshil Suvarnkar. This fund is suitable to keep your money safe.

Key Parameters

  1. Aditya Birla Sun Life CRISIL IBX SDL Sep 2028 Index Fund Direct Growth has ₹0 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.

Returns

Aditya Birla Sun Life CRISIL IBX SDL Sep 2028 Index Fund Direct Growth has given a CAGR return of 0.00% since inception.

Holdings

Aditya Birla Sun Life CRISIL IBX SDL Sep 2028 Index Fund Direct Growth has allocated its funds majorly in . Its top holdings are

Taxation

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.

Investment objective of Aditya Birla Sun Life CRISIL IBX SDL Sep 2028 Index Fund Direct Growth

The investment objective of the Scheme is to generate returns corresponding to the total returns of the securities as represented by the CRISIL IBX SDL Index - September 2028 before expenses, subject to tracking errors. The Scheme does not guarantee/indicate any returns. There can be no assurance or guarantee that the investment objective of the Scheme will be achieved.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. Aditya Birla Sun Life CRISIL IBX SDL Sep 2028 Index Fund Direct Growth has no lock in period.

Historical NAV & Returns

Annualised

Fund Overview

Expense ratio--
Benchmark
CRISIL IBX SDL Index - September 2028
AUM₹0 Cr
Inception Date12 April, 2023
Min Lumpsum/SIP--/--
Exit Load0%
Lock InNo Lock-in
TurnOver
0%
STCGSelling within 36 months, gains taxed at slab rates.
LTCGHolding over 3 years, gains taxed at 12.5% without indexation.
Risk
Risk meter
pointer
Moderate Risk
All changes are between Oct'69 and Dec'69
  • Returns %

  • Fund Ratios

  • Overview

Funds
1Y Returns
3Y Returns
5Y Returns
Since Inception
Aditya Birla Sun Life CRISIL IBX SDL Sep 2028 Index Fund Direct Growth
Aditya Birla Sun Life CRISIL IBX SDL Sep 2028 Index Fund Direct Growth
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Harshil Suvarnkar
Harshil Suvarnkar
Fund Manager of Aditya Birla Sun Life CRISIL IBX SDL Sep 2028 Index Fund Direct Growth, since 12 April 2023
Fund House
Aditya Birla Sun Life AMC Ltd
Total AUM
₹2.93L Cr
as on 31-Jul-2024
Address
Aditya Birla Sun Life AMC Ltd,One World Centre, Tower 1, 17th Floor,Jupiter Mill Compound, 841, Senapati Bapat Marg,Elphinstone Road
Phone
+912243568000
Website
connect@birlasunlife.com

Frequently Asked Questions

The current NAV of Aditya Birla Sun Life CRISIL IBX SDL Sep 2028 Index Fund Direct Growth is ₹10 as on 05-Apr-2023.
Existing (Absolute + CAGR) as on 05-Apr-2023.
Aditya Birla Sun Life CRISIL IBX SDL Sep 2028 Index Fund Direct Growth
Absolute Returns
CAGR Returns
1 Month Returns
0%
0%
6 Month Returns
0%
0%
1 Year Returns
0%
0%
3 Years Returns
0%
0%
5 Years Returns
0%
0%
With INDmoney, the process of investing is very simple and involves zero commission.
  • Click Buy on the fund name.
  • Input the amount you are looking to invest.
  • Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
  • Select your bank account and proceed with Payment.
Harshil Suvarnkar is the fund manager of Aditya Birla Sun Life CRISIL IBX SDL Sep 2028 Index Fund Direct Growth
The Exit load of Aditya Birla Sun Life CRISIL IBX SDL Sep 2028 Index Fund Direct Growth is 0%