Fund Overview
Fund

Aditya Birla Sun Life CRISIL IBX Gilt Apr 2029 Index Fund

ISIN: INF209KB12O3

13.475.57% (1Y)
End of Day NAV as on Sep 10, 2026
12.712.913.113.313.5Sep 2025Feb 2026Sep 2026

Fundamentals

Asset TypeDebt
YTM6.36%
Avg Maturity2.88
Macaulay Duration2.65
Modified Duration2.57

Fund Parameters

AUM (Cr)624
Base Expense Ratio0.19%
Tracking Error0.18%
All-In-Cost0.37%
Inception Date19 Oct 2022
Scheme Plan - Option - TypeDirect Plan - Growth - Open ended scheme
Native Score

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Fund Holdings

NameWeight
07.10% GOI - 18-Apr-202983.6%
0% STRIPS GOI 19-Mar-20295.0%
07.59% GOI 20-Mar-20295.0%
Net Current Asset1.9%
0% STRIPS GOI 12-Mar-20291.4%
Tri-Party Repo (TREPS)1.3%
07.06% GOI 10-Apr-20280.8%
GOI - C-STRIPS - 19-Sep-20280.7%
07.26% GOI - 14-Jan-20290.2%
GOI - 22-02-20290.1%

Advanced Ratios

Alpha0.01
Beta0.30
Sharpe Ratio0.11
Sortino Ratio0.22
Treynor Ratio0.04
Information Ratio0.11
Upside Capture41.49%
Downside Capture15.44%

Instrument Mix

Total
100%
allocation
  • Government Securities96.7%
  • Cash & Cash Equivalents and Net Assets3.3%

Rating Mix

Total
100%
allocation
  • SOV96.7%
  • Cash & Equivalent3.3%

Fund • Last updated: 11/09/2026