MonitorDirect · Growth
Aditya Birla Sun Life Crisil IBX Gilt-April 2026 Index Fund
Aditya Birla Sun Life Mutual FundOther Scheme - Index Funds2.7 years
- NAV
- 12.1806
- 15 Sept 2026
- 1Y
- +5.2%
- Trailing CAGR
- AUM
- ₹27.49 Cr
- 31 Aug 2026
- Volatility
- Low
- 2.3% 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+5.2%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI+7.7%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+5.1%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- +7.7%
- Calendar-day CAGR
- Excess 1Y
- -0.4%
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- Worst rolling 3Y
- n/a
- 0 daily-ending windows
- Median rolling 3Y
- n/a
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- n/a
- 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
- 6 days
- 65 recovered episodes
- Longest recovery
- 64 days
- Trough to prior peak
- Current spell
- 28 days
- Days below latest peak
- Time below peak
- +67%
- NAV observations
2 Mar 2026 – 5 Jun 2026
Trough 2 Apr 2026 · recovered in 64 days
-1.8%
5 Jun 2025 – 1 Oct 2025
Trough 26 Aug 2025 · recovered in 36 days
-1.4%
14 Aug 2026 – open
Trough 11 Sept 2026 · not recovered
-0.9%
5 Dec 2025 – 26 Dec 2025
Trough 22 Dec 2025 · recovered in 4 days
-0.7%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
34
Vs category
47
Consistency
67
Risk-adjusted
78
Drawdown
96
Mean
64
Portfolio
31 Aug 2026 · 3 holdings · top 10 are 100.0%.
- Top 5
- 100.0%
- Top 10
- 100.0%
- Largest holding
- n/a
- Effective holdings
- n/a
Asset mix
Debt
96.3%
Cash
3.7%
Sectors
Entities
94.2%
Unspecified
5.8%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
11 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
10 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
8 Sept 2026
RENAME
Aditya Birla Sun Life Crisil IBX Gilt-April 2026 Index Fund renamed to Aditya Birla Sun Life Crisil IBX Gilt April 2033 Index Fund
7 Sept 2026
RENAME
Aditya Birla Sun Life Crisil IBX Gilt April 2033 Index Fund renamed to Aditya Birla Sun Life Crisil IBX Gilt-April 2026 Index Fund
30 Apr 2026
RENAME
Scheme renamed from Aditya Birla Sun Life Crisil IBX Gilt-April 2026 Index Fund to Aditya Birla Sun Life Crisil IBX Gilt April 2033 Index Fund.
7 Sept 2026
RENAME
Scheme renamed from Aditya Birla Sun Life Crisil IBX Gilt April 2033 Index Fund to Aditya Birla Sun Life Crisil IBX Gilt-April 2026 Index Fund.
30 Apr 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
- AUM fell by 30% or more versus the prior observation.
Supporting reads
- The fund beat the category median in 67% of rolling 1-year windows.
- 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.
Edelweiss CRISIL IBX AAA Financial Services Bond - Jan 2028 Index Fund
Edelweiss Mutual Fund
- 1Y
- +6.2%
- 3Y
- n/a
- Vol
- 0.9%
- Max DD
- -0.5%
- Sharpe
- 2.48
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
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
- Higher trailing returns
Aditya Birla Sun Life Crisil IBX Gilt Apr 2028 Index Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +5.1%
- 3Y
- +7.0%
- Vol
- 1.1%
- Max DD
- -0.7%
- Sharpe
- 1.65
- 3Y win
- 0%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund
Axis Mutual Fund
- 1Y
- +5.7%
- 3Y
- +7.4%
- Vol
- 1.2%
- Max DD
- -0.8%
- Sharpe
- 1.85
- 3Y win
- 0%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
BANDHAN CRISIL IBX GILT APRIL 2026 INDEX FUND
Bandhan Mutual Fund
- 1Y
- +5.8%
- 3Y
- +6.8%
- Vol
- 0.8%
- Max DD
- -0.4%
- Sharpe
- 2.46
- 3Y win
- 0%
- Lower volatility
- Shallower drawdown
- Higher trailing returns