Aditya Birla Sun Life CRISIL IBX SDL Jun 2032 Index Fund Direct Growth

Aditya Birla Sun Life CRISIL IBX SDL Jun 2032 Index Fund Direct Growth is a debt fund. This fund was started on 16 February, 2023. The fund is managed by Mohit Sharma, Bhupesh Bameta. This fund is suitable to keep your money safe.

1. Aditya Birla Sun Life CRISIL IBX SDL Jun 2032 Index Fund Direct Growth has ₹161 Cr worth of assets under management (AUM) as on Jun 2025 and is more than category average.
2. The fund has an expense ratio 0.2.
   

Aditya Birla Sun Life CRISIL IBX SDL Jun 2032 Index Fund Direct Growth has given a CAGR return of 9.71% since inception. Over the last 1 year the fund has given a CAGR return of 10.97%.

Aditya Birla Sun Life CRISIL IBX SDL Jun 2032 Index Fund Direct Growth has allocated its funds majorly in Government, Cash Equivalent. Its top holdings are 6.54% Govt Stock 2032, 07.35 MH Sdl 2032, 07.73 HR Sgs 2032, 07.70 AP Sdl 2032, 7.14% Tamil Nadu SDL 2032

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:
Invested before 1 April 2023 and held for less than 24 months, STCG will be taxed at your income slab rate.
Invested before 1 April 2023 and held for more than 24 months, LTCG will be taxed at 12.5%.
Invested after 1 April 2023, capital gains will be taxed at your income slab rate.
Dividends will always be taxed at slab rate.

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 – June 2032 before expenses, subject to tracking errors.

Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. Aditya Birla Sun Life CRISIL IBX SDL Jun 2032 Index Fund Direct Growth has no lock in period.