Aditya Birla SL CRISIL IBX SDL Jun 2032 Index Fund
The Scheme seeks to generate returns corresponding to the total returns of the securities as represented by the CRISIL IBX SDL Index - June 2032 before expenses, subject to tracking errors.
Growthvine rating: 1/5 — ranked #37 of 45 in category.
Fund basics
| Category | Debt: Medium Duration |
|---|---|
| NAV | ₹12.93 (as of 2026-08-21) |
| AUM | ₹150 Cr |
| Expense ratio | 0.49% |
| Riskometer | Moderate |
| Fund manager | Bhupesh Bameta |
| Exit load | 0 |
Performance & risk
| Sharpe ratio | 0.5 |
|---|---|
| Standard deviation | 2.88% |
| Max drawdown | -2.23% |
| Alpha | 0 |
| Beta | 0 |
Over 5 years, captured 116.8% of NIFTY Medium Duration Debt Index's upside and 198.6% of its downside.
Market cap allocation
Concentration
Top holdings
Not disclosed.
Top sectors
Not disclosed.
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|---|---|---|
| 2026 (partial) | 3.9% | Q1 (Top) | #8 of 44 |
| 2025 | 6.4% | Q4 (Bottom) | #40 of 42 |
| 2024 | 9.6% | Q1 (Top) | #3 of 42 |