Fund Overview
Fund

Aditya Birla Sun Life Nifty SDL Apr 2027 Index Fund

ISIN: INF209KB11F3

13.345.96% (1Y)
End of Day NAV as on Sep 10, 2026
12.512.71313.213.4Sep 2025Feb 2026Sep 2026

Fundamentals

Asset TypeDebt
YTM5.67%
Avg Maturity0.64
Macaulay Duration0.62
Modified Duration0.60

Fund Parameters

AUM (Cr)3,280
Base Expense Ratio0.18%
Tracking Error0.22%
All-In-Cost0.40%
Inception Date28 Jan 2022
Scheme Plan - Option - TypeDirect Plan - Growth - Open ended scheme
Native Score

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Fund Holdings

NameWeight
07.59% Karnataka SDL - 29-Mar-20275.3%
07.37% Karnataka SDL - 09-Nov-20264.9%
07.62% Tamil Nadu SDL - 29-Mar-20274.6%
07.40% Telangana SDL - 09-Nov-20264.4%
07.39% Maharashtra SDL - 09-Nov-20263.0%
07.86% Karnataka SDL - 15-Mar-20272.9%
07.62% Uttar Pradesh SDL - 15-Feb-20272.9%
07.59% Gujarat SDL - 15-Feb-20272.8%
07.37% Rajasthan SDL - 09-Nov-20262.6%
Tri-Party Repo (TREPS)2.6%
GOI - C-STRIPS - 19-Mar-20272.5%
07.49% Gujarat SDL - 28-Sep-20262.4%
GOI - 16-Dec-20262.4%
06.58% Gujarat SDL - 31-Mar-20272.3%
07.4% Madhya Pradesh SDL - 09-Nov-20262.1%
Net Current Asset2.0%
07.05% Gujarat SDL - 14-Dec-20262.0%
07.39% Tamil Nadu SDL - 09-Nov-20262.0%
07.57% Gujarat SDL - 09-Nov-20262.0%
07.74% Tamil Nadu SDL - 01-Mar-20271.5%
07.19% Gujarat SDL - 25-Jan-20271.5%
07.15% Karnataka SDL - 11-Jan-20271.5%
07.23% Tamil Nadu SDL - 26-Oct-20261.5%
07.22% Maharashtra SDL - 26-Oct-20261.5%
07.24% Uttar Pradesh SDL - 26-Oct-20261.5%
06.85% Uttar Pradesh SDL - 23-Nov-20261.5%
0.00% STRIPS GOI 19-Sep-20261.4%
07.76% Madhya Pradesh SDL - 01-Mar-20271.4%
07.07% Tamil Nadu SDL - 14-Dec-20261.4%
07.24% Gujarat SDL - 28-Dec-20261.4%
06.89% Bihar SDL - 23-Nov-20261.4%
07.16% Madhya Pradesh SDL -28-Sep-20261.4%
GOI - 15-Dec-20261.3%
07.6% Madhya Pradesh SDL - 15-Feb-20271.2%
06.54% Maharashtra SDL - 09-Feb-20271.2%
0% STRIPS GOI 2021 12-Mar-20271.2%
07.18% Haryana SDL - 28-Sep-20261.1%
07.22% Karnataka SDL - 26-Oct-20260.9%
07.59% Karnataka SDL - 15-Feb-20270.9%
07.71% Gujarat SDL - 01-Mar-20270.9%
07.64% Haryana SDL - 29-Mar-20270.8%
07.78% Bihar SDL - 01-Mar-20270.8%
07.16% Tamil Nadu SDL - 11-Jan-20270.8%
07.17% Uttar Pradesh SDL - 11-Jan-20270.8%
07.42% Andhra Pradesh SDL - 09-Nov-20260.8%
07.38% Kerala SDL - 09-Nov-20260.8%
07.41% Gujarat SDL - 19-Oct-20260.8%
06.83% Karnataka SDL - 23-Nov-20260.8%
07.14% Karnataka SDL - 13-Oct-20260.8%
07.15% Kerala SDL - 13-Oct-20260.8%
06.24% Maharashtra SDL - 11-Aug-20260.7%
07.85% Tamil Nadu SDL - 15-Mar-20270.6%
07.29% Kerala SDL 28-Dec-20260.6%
07.37% Tamil Nadu SDL - 14-Sep-20260.5%
08.15% GOI - 24-Nov-20260.5%
07.61% Kerala SDL - 09-Aug-20260.5%
07.05% Tamil Nadu SDL - 20-Nov-20260.5%
07.80% Chhatisgarh SDL - 01-Mar-20270.3%
07.36% GOI - 12-Sep-20260.3%
07.64% Uttar Pradesh SDL - 29-Mar-20270.3%
07.73% Rajasthan SDL - 01-Mar-20270.3%
07.14% Gujarat SDL - 11-Jan-20270.3%
07.08% Karnataka SDL - 14-Dec-20260.3%
07.40% Jharkhand SDL - 09-Nov-20260.3%
07.16% Telangana SDL - 13-Oct-20260.3%
07.58% Tamil Nadu SDL 24-Aug-20260.3%
07.58% Maharashtra SDL - 24-Aug-20260.3%
07.16% Maharashtra SDL - 28-Sep-20260.2%
07.15% Maharashtra SDL - 13-Oct-20260.2%
07.27% Karnataka SDL - 28-Dec-20260.2%
07.15% Kerala SDL - 11-Jan-20270.2%
07.16% West Bengal SDL - 11-Jan-20270.2%
06.85% Kerala SDL - 23-Nov-20260.2%
07.17% Rajasthan SDL - 28-Sep-20260.2%
06.29% Rajasthan SDL - 29-Dec-20260.2%
07.39% Uttarakhand SDL - 14-Sep-20260.2%
07.63% Uttar Pradesh SDL - 09-Aug-20260.2%
07.39% Telangana SDL - 14-Sep-20260.1%
07.38% Rajasthan SDL - 14-Sep-20260.1%
07.63% Tamil Nadu SDL - 12-Apr-20270.1%
07.19% Madhya Pradesh SDL - 25-Jan-20270.1%
07.62% Madhya Pradesh SDL - 09-Aug-20260.0%
06.90% Andhra Pradesh SDL - 22-Apr-20270.0%
07.60% Gujarat SDL - 09-Aug-20260.0%

Advanced Ratios

Alpha0.01
Beta0.02
Sharpe Ratio0.47
Sortino Ratio1.25
Treynor Ratio0.51
Information Ratio0.08
Upside Capture14.39%
Downside Capture-12.43%

Instrument Mix

Total
100%
allocation
  • Government Securities95.4%
  • Cash & Cash Equivalents and Net Assets4.6%

Rating Mix

Total
100%
allocation
  • SOV95.4%
  • Cash & Equivalent4.6%

Fund • Last updated: 11/09/2026