Aditya Birla Sun Life Nifty SDL Plus PSU Bond September 2026 60:40 Index Fund Direct Growth
Scheme code: INF209KB18B7
NAV value:
₹ 12.9446
NAV date: 18 March, 2026
TER: 0.21%
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 | 0.80 | 8.98 | 7.42 | 6.71 | 9.23 |
| 3 year | 5.36 | 7.94 | 7.42 | 6.89 | 15.72 |
Comparison vs benchmark returns
| Index | Metrics | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NIFTY 50 |
| |||||||||||||||||||||||||||||||
| NIFTY 100 |
| |||||||||||||||||||||||||||||||
| NIFTY 200 |
| |||||||||||||||||||||||||||||||
| NIFTY 500 |
|
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: ₹12,38,347 - Absolute Returns: ₹38,347 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹40,06,298 - Absolute Returns: ₹4,06,298 - CAGR: %Drawdown Metrics
Max Drawdown
-3.28 %
Drawdown Duration
2 months
Recovery Time
5 months
Avg Drawdown
-0.22 %
Calmar Ratio by Duration
1
Y
2.0487
3
Y
2.1037
Benchmark Comparison
vs NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Benchmark CAGR |
|---|---|---|---|---|---|---|
| 1 year | 0.61 | 0.01 | 6.0 | -3.9 | 7.08 % | 4.00 % |
| 3 years | 0.94 | 0.01 | 6.1 | -4.5 | 7.48 % | 11.28 % |
| 5 years | -1.21 | 0.01 | 4.8 | -2.6 | 5.28 % | 5.69 % |
| 7 years | -2.72 | 0.01 | 4.8 | -2.6 | 3.75 % | 4.03 % |
| 10 years | -3.84 | 0.01 | 4.8 | -2.6 | 2.61 % | 2.81 % |
| 12 years | -4.28 | 0.01 | 4.8 | -2.6 | 2.17 % | 2.33 % |
| 15 years | -4.71 | 0.01 | 4.8 | -2.6 | 1.73 % | 1.86 % |