Aditya Birla Sun Life Crisil IBX 60:40 SDL+AAA PSU-Apr 2027 Index Fund-Direct Growth

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NAV: ₹ 13.0415 ↓ -0.02%
[as on 8 July, 2026]

NAV chart

SMA (Simple Moving Average)

  • 50 SMA
  • 100 SMA
  • 200 SMA
  • 400 SMA

Returns

CAGR returns till date

CAGR returns of Aditya Birla Sun Life Crisil IBX 60:40 SDL+AAA PSU-Apr 2027 Index Fund-Direct Growth and its peers as on 8 July, 2026
NameYTD1D1W1M3M1Y3Y5Y7Y10Y
Aditya Birla Sun Life Crisil IBX 60:40 SDL+AAA PSU-Apr 2027 Index Fund-Direct Growth 3.13% -0.02% 0.06% 0.71% 1.58% 5.95% 7.4%---
SBI NIFTY INDEX FUND - DIRECT PLAN - GROWTH -8.18% -2.12% -0.48% 3.59% 0% -5.61% 8.31% 9.71% 11.82% 12.03%
SBI Nifty Next 50 Index Fund - Direct Plan - Growth 2.06% -1.85% -1.66% 2.84% 7.29% 3.83% 17.74% 13.32%--
SBI CPSE Bond Plus SDL Sep 2026 50:50 Index Fund - Direct Plan - Growth 3.08% 0.02% 0.09% 0.54% 1.51% 5.9% 7.25%---
SBI CRISIL IBX Gilt Index - April 2029 Fund - Direct Plan - Growth 2.52% -0.11% 0.06% 0.78% 1.73% 5.22% 7.79%---
SBI |CRISIL IBX Gilt Index - June 2036 Fund - Direct Plan - Growth 3.33% -0.21% 0.35% 2.11% 3.09% 4.64% 8.09%---

Discrete returns (yearly)

Year2016201720182019202020212022202320242025
Returns------- 7.05% 8.01% 7.83%

Discrete returns (monthly)

MonthSep 2025Oct 2025Nov 2025Dec 2025Jan 2026Feb 2026Mar 2026Apr 2026May 2026Jun 2026
Returns 0.52% 0.58% 0.51% 0.42% 0.37% 0.63% 0.37% 0.6% 0.32% 0.8%

Portfolio

Asset allocation

EquityDebtRealestateCommoditiesCash & Equivalents
0.00% 97.07% (Arbitrage: 0.00%) 0.00% 0.00% 2.93%

Debt

NameRatingWeight %
7.58% National Bank For Agriculture and Rural Development (31/07/2026)6.91%
7.64% REC Limited (30/04/2027) **5.52%
7.95% REC Limited (12/03/2027) **4.13%
7.13% Power Finance Corporation Limited (15/07/2026) **3.42%
7.70% Power Finance Corporation Limited (15/09/2026) **2.74%
7.71% REC Limited (26/02/2027) **2.40%
7.75% Power Finance Corporation Limited (22/03/2027) **2.06%
7.49% National Bank For Agriculture and Rural Development (15/10/2026) **2.05%
7.80% National Bank For Agriculture and Rural Development (15/03/2027) **1.85%
6.09% Power Finance Corporation Limited (27/08/2026) **1.70%
7.55% REC Limited (31/10/2026) **1.37%
7.44% Small Industries Development Bank of India (04/09/2026) **0.92%
7.55% Small Industries Development Bank of India (22/09/2026) **0.68%
7.18% Power Finance Corporation Limited (20/01/2027) **0.68%
7.15% Power Finance Corporation Limited (08/09/2026) **0.48%
7.79% Small Industries Development Bank of India (19/04/2027) **0.34%
7.51% REC Limited (31/07/2026) **0.34%
7.50% National Bank For Agriculture and Rural Development (31/08/2026) **0.31%
Government of India (15/02/2027)6.36%
State Government Securities (15/02/2027)5.21%
State Government Securities (11/01/2027)4.84%
State Government Securities (15/02/2027)4.19%
State Government Securities (15/02/2027)3.63%
State Government Securities (01/03/2027)3.48%
State Government Securities (24/03/2027)3.45%
State Government Securities (25/01/2027)3.11%
Government of India (15/11/2026)2.43%
State Government Securities (15/02/2027)2.43%
State Government Securities (15/03/2027)2.09%
State Government Securities (15/03/2027)1.74%
State Government Securities (29/03/2027)1.74%
State Government Securities (11/01/2027)1.66%
State Government Securities (29/03/2027)1.39%
State Government Securities (15/02/2027)1.39%
State Government Securities (01/03/2027)1.04%
State Government Securities (12/04/2027)1.04%
State Government Securities (19/09/2026)0.97%
State Government Securities (28/12/2026)0.69%
State Government Securities (09/11/2026)0.69%
State Government Securities (11/01/2027)0.69%
State Government Securities (08/04/2027)0.35%
State Government Securities (15/03/2027)0.35%
State Government Securities (01/03/2027)0.35%
State Government Securities (28/12/2026)0.35%
State Government Securities (11/01/2027)0.35%
State Government Securities (11/01/2027)0.35%
State Government Securities (29/03/2027)0.28%
State Government Securities (29/03/2027)0.19%
State Government Securities (01/03/2027)0.17%
State Government Securities (15/02/2027)0.07%
State Government Securities (28/12/2026)0.07%
State Government Securities (29/03/2027)0.00%
0% GOI - 19MAR27 STRIPS1.34%
0% GOI - 15DEC26 STRIPS0.69%
Portfolio data is as on date 31 March, 2026

NAV history

Aditya Birla Sun Life Crisil IBX 60:40 SDL+AAA PSU-Apr 2027 Index Fund-Direct Growth - 30 days NAV (Net asset value) history

DateNAV% change
8 July, 202613.0415 -0.02%
7 July, 202613.0437 0%
6 July, 202613.0435 0.03%
3 July, 202613.0395 0.01%
2 July, 202613.0381 0.03%
1 July, 202613.0342 0.03%
30 June, 202613.0298 0.06%
29 June, 202613.0223 0.08%
25 June, 202613.012 0.05%
24 June, 202613.0057 0.02%
23 June, 202613.0029 0.01%
22 June, 202613.0018 0.06%
19 June, 202612.9938 0.01%
18 June, 202612.9924 0.04%
17 June, 202612.9878 0.03%
16 June, 202612.9838 0.05%
15 June, 202612.9767 0.09%
12 June, 202612.9655 0.01%
11 June, 202612.9646 0%
10 June, 202612.9641 0.05%
9 June, 202612.9577 0.06%
8 June, 202612.9499 0.09%
5 June, 202612.9378 0.06%
4 June, 202612.9304 0.02%
3 June, 202612.9277 0.02%
2 June, 202612.9251 -0.01%
1 June, 202612.9261 0.06%
29 May, 202612.9184 0.06%
27 May, 202612.9109 0%
26 May, 202612.9109

FAQ (Frequently asked questions)

  • What is latest/current NAV/price of Aditya Birla Sun Life Crisil IBX 60:40 SDL+AAA PSU-Apr 2027 Index Fund-Direct Growth?
    The latest NAV of Aditya Birla Sun Life Crisil IBX 60:40 SDL+AAA PSU-Apr 2027 Index Fund-Direct Growth is 13.0415 as on 8 July, 2026.
  • What are YTD (year to date) returns of Aditya Birla Sun Life Crisil IBX 60:40 SDL+AAA PSU-Apr 2027 Index Fund-Direct Growth?
    The YTD (year to date) returns of Aditya Birla Sun Life Crisil IBX 60:40 SDL+AAA PSU-Apr 2027 Index Fund-Direct Growth are 3.13% as on 8 July, 2026.
  • What are 1 year returns of Aditya Birla Sun Life Crisil IBX 60:40 SDL+AAA PSU-Apr 2027 Index Fund-Direct Growth?
    The 1 year returns of Aditya Birla Sun Life Crisil IBX 60:40 SDL+AAA PSU-Apr 2027 Index Fund-Direct Growth are 5.95% as on 8 July, 2026.
  • What are 3 year CAGR returns of Aditya Birla Sun Life Crisil IBX 60:40 SDL+AAA PSU-Apr 2027 Index Fund-Direct Growth?
    The 3 year annualized returns (CAGR) of Aditya Birla Sun Life Crisil IBX 60:40 SDL+AAA PSU-Apr 2027 Index Fund-Direct Growth are 7.4% as on 8 July, 2026.