Aditya Birla Sun Life CRISIL IBX 50:50 Gilt Plus SDL April 2028 Index Fund Direct Growth
Scheme code: INF209KB14N1
NAV value:
₹ 13.0575
NAV date: 18 March, 2026
TER: 0.20%
Fund option: Direct
Fund type: Growth
Asset class: Other
Asset category: Index Funds
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | 6.40 | 10.70 | 8.33 | 8.35 | 9.23 |
| 3 year | 7.89 | 8.58 | 8.15 | 8.17 | 15.72 |
Comparison vs benchmark returns
| Index | Metrics | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NIFTY 50 |
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| NIFTY 100 |
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| NIFTY 200 |
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| NIFTY 500 |
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SIP rolling returns
Summary
If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.| Duration | Invested amount | Final value | Return | CAGR (%) |
|---|
Comparison vs benchmark returns
| Index | Metrics |
|---|
SIP return for 1 year
- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,43,845 - Absolute Returns: ₹43,845 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹40,47,001 - Absolute Returns: ₹4,47,001 - CAGR: %Drawdown Metrics
Max Drawdown
-0.60 %
Drawdown Duration
1 months
Recovery Time
1 months
Avg Drawdown
-0.05 %
Calmar Ratio by Duration
1
Y
13.9329
3
Y
13.6326
Benchmark Comparison
vs NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Benchmark CAGR |
|---|---|---|---|---|---|---|
| 1 year | 1.19 | 0.02 | 6.3 | -4.3 | 7.65 % | 4.00 % |
| 3 years | 1.43 | 0.02 | 6.9 | -4.4 | 8.00 % | 11.28 % |
| 5 years | -1.08 | 0.02 | 7.3 | -4.0 | 5.41 % | 6.01 % |
| 7 years | -2.63 | 0.02 | 7.3 | -4.0 | 3.83 % | 4.25 % |
| 10 years | -3.77 | 0.02 | 7.3 | -4.0 | 2.67 % | 2.96 % |
| 12 years | -4.21 | 0.02 | 7.3 | -4.0 | 2.22 % | 2.46 % |
| 15 years | -4.65 | 0.02 | 7.3 | -4.0 | 1.77 % | 1.96 % |