Aditya Birla Sun Life CRISIL SDL Plus AAA PSU Apr 2025 60:40 Index Fund Direct growth

Fixed Income • Index Funds - Fixed Income • Direct growth

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Fund House

Aditya Birla Sun Life

Inc: 22 Apr 1994 • Total AUM: ₹3,17,227 Cr • Rank #5

Aditya Birla Sun Life Mutual Fund, started in 1994, has Aditya Birla Capital Limited ("ABCL") as its sponsor. The fund house is headed by A. Balasubramanian as the CEO. As of 31 March 2024, it has an AUM of ₹315,239.30 Cr. It functions under the holding company Sun Life Financial Inc., with 78.9 lakh investor folios and a presence in over 290 locations across the country as of 30 September 2023.

Risk

Category risk

Very low

As provided by the fund house document, this risk is specific to this fund category (Fixed Income). To know the risk of this fund particularly, check 'Risk vs Category'.

Fund Info

Fixed Income

Index Funds - Fixed Income

Direct growth

Launched On

22 Feb 2022

3.2 years ago

Lock-in Period

No lock-in

NAV

as of 29 Apr 2025

₹11.92

+0.0143% (0.10)

AUM

₹136 Cr

Expense ratio

0.2%

Benchmark

CRISIL IBX 60:40 SDL + AAA PSU Apr 25

Fund Plan

Tax info and exit load

Taxes

Units sold anytime

As per tax slab

Exit Load

If units sold anytime

Fund Managers

Mohit Sharma

Experience: 8.10 yrs • Total AUM: 6,98,133 Cr

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1 / 5

Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.

Tax info and exit load

What is tax on Mutual funds?

Profits gained from investment in mutual funds are subject to taxation like any other asset-class investments. Factors that affect these taxes are:

Fund types (debt-oriented or equity)
Dividend
Capital gains
Holding period of investor

What is exit load?

It is a fee charged by the mutual fund houses if investors exit a scheme partially or fully within a certain period from the date of investment, as specified in the Scheme Information Document.

What are Indexation benefits?

Indexation is used to adjust the purchase price of an investment to reflect the effect of inflation on it. A higher purchase price means lesser profits, which effectively means a lower tax. With the help of indexation, you will be able to lower your long-term capital gains, which brings down your taxable income.