MonitorPlan n/a · Option n/a
Aditya Birla Sun Life Crisil IBX 60:40 SDL+ AAA PSU APR 2026 Index Fund
Aditya Birla Sun Life Mutual FundOther Scheme - Index Funds3.8 years
- NAV
- 12.5979
- 30 Apr 2026
- 1Y
- +6.0%
- Trailing CAGR
- AUM
- ₹6.59 Cr
- 30 Jun 2026
- Volatility
- Low
- 0.5% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+6.0%
- 3Y+6.9%
- 5Yn/a
- 10Yn/a
- SI+7.0%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+5.6%
- 3Y+6.8%
- 5Yn/a
- 10Yn/a
- Since inception
- +7.0%
- Calendar-day CAGR
- Excess 1Y
- -0.1%
- Category median, same plan and option
- 3Y win rate
- 0%
- Windows beating the median
- 3Y percentile
- 14
- Vs comparable share classes
- Worst rolling 3Y
- +6.9%
- 94 daily-ending windows
- Median rolling 3Y
- +7.2%
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- +6.8%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 3 days
- 70 recovered episodes
- Longest recovery
- 14 days
- Trough to prior peak
- Current spell
- 0 days
- Days below latest peak
- Time below peak
- +15%
- NAV observations
20 Feb 2023 – 13 Mar 2023
Trough 27 Feb 2023 · recovered in 14 days
-0.2%
5 Oct 2023 – 12 Oct 2023
Trough 6 Oct 2023 · recovered in 6 days
-0.1%
7 Feb 2023 – 20 Feb 2023
Trough 9 Feb 2023 · recovered in 11 days
-0.1%
6 Dec 2022 – 12 Dec 2022
Trough 7 Dec 2022 · recovered in 5 days
-0.1%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
14
Vs category
49
Consistency
19
Risk-adjusted
100
Drawdown
99
Mean
57
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 30 Apr 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Three-year return sits below the 25th percentile of comparable share classes.
- AUM fell by 30% or more versus the prior observation.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.
- Peak-to-trough drawdown has stayed shallower than 15%.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Kotak CRISIL-IBX Financial Services 3-6 Months Debt Index Fund
Kotak Mahindra Mutual Fund
- 1Y
- +6.8%
- 3Y
- n/a
- Vol
- 0.4%
- Max DD
- -0.1%
- Sharpe
- 4.66
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
BANDHAN NIFTY 100 INDEX FUND
Bandhan Mutual Fund
- 1Y
- -5.2%
- 3Y
- +7.3%
- Vol
- 13.5%
- Max DD
- -17.3%
- Sharpe
- 0.34
- 3Y win
- +42%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
DSP Nifty SDL Plus G-Sec Sep 2027 50:50 Index Fund
DSP Mutual Fund
- 1Y
- +5.9%
- 3Y
- +7.4%
- Vol
- 0.9%
- Max DD
- -0.3%
- Sharpe
- 2.47
- 3Y win
- +1%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
ICICI Prudential Nifty Auto Index Fund
ICICI Prudential Mutual Fund
- 1Y
- +0.7%
- 3Y
- +18.2%
- Vol
- 17.9%
- Max DD
- -28.3%
- Sharpe
- 0.91
- 3Y win
- +100%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
ICICI Prudential Nifty Midcap 150 Index Fund
ICICI Prudential Mutual Fund
- 1Y
- +3.6%
- 3Y
- +13.8%
- Vol
- 16.7%
- Max DD
- -21.1%
- Sharpe
- 0.66
- 3Y win
- +100%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown