Aditya Birla SL CRISIL-IBX Financial Services 3to6 Mont - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Aditya Birla SL CRISIL-IBX Financial Services 3to6 Mont (45366) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Aditya Birla SL CRISIL-IBX Financial Services 3to6 Months Debt IF-Reg (IDCW)
Aditya Birla Sun Life AMC Ltd
The investment objective of the Scheme is to generate returns corresponding to the total returns of the securities as represented by the CRISIL-IBX Financial Services 3 to 6 Months Debt Index before expenses, subject to tracking errors. The Scheme does not guarantee/indicate any returns. There is no assurance or guarantee that the investment objective of the Scheme will be achieved.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Moderate Returns
Risk
Moderate Risk
Expenses
Low Expense Ratio
Portfolio Mix
Debt Focused
Management
New Team
Quality Score
Below Average
Aditya Birla SL CRISIL-IBX Financial Services 3to6 Months Debt IF-Reg (IDCW) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
1-Year Returns
Recent performance momentum
Alpha Generation
Outperformance vs benchmark
Cost Efficiency
Fund management costs
Risk Assessment
Risk-adjusted returns
Fund Size
Assets under management
Long-term Track Record
Historical performance consistency
Management Stability
Fund manager experience
Equity Exposure
Market exposure level
Investment Timing Insights
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Your Investment
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Industry | % Assets |
|---|---|---|
| N A B A R D | Debt Others | 10.17% |
| HDFC Bank Ltd | Banks - Private Sector | 7.74% |
| Sundaram Finance Ltd | Finance - Large | 6.50% |
| REC Ltd | Finance - Term-Lending Institutions | 5.53% |
| C C I | Debt Others | 3.70% |
| SMFG India | Debt Others | 3.38% |
| Indian Bank | Banks - Public Sector | 3.31% |
| Kotak Mahindra P | Debt Others | 2.71% |
| Power Finance Corporation Ltd | Finance - Term-Lending Institutions | 2.71% |
| Kotak Mahindra Bank Ltd | Banks - Private Sector | 2.71% |
Compare against Index Fund category average
Performance Summary
This comparison shows how the fund performs relative to the Index Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Index Fund category
Aditya Birla SL CRISIL-IBX Financial Services 3to6 Months Debt IF-Reg (IDCW) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 1M | 3M | 6M |
|---|---|---|---|---|
| Invesco India Nifty G-sec Sep 2032 Index Fund-Dir (IDCW) | ₹1247.44 | -0.89% | -1.03% | 4.26% |
| Invesco India Nifty G-sec Sep 2032 Index Fund-Dir (G) | ₹1247.44 | -0.89% | -1.03% | 4.26% |
| Invesco India Nifty G-sec Sep 2032 Index Fund-Reg (G) | ₹1242.74 | -0.90% | -1.07% | 4.18% |
| Invesco India Nifty G-sec Sep 2032 Index Fund-Reg (IDCW) | ₹1242.72 | -0.90% | -1.07% | 4.18% |
| Invesco India Nifty G-sec Jul 2027 Index Fund-Dir (G) | ₹1220.00 | 0.28% | 1.16% | 4.38% |
| Invesco India Nifty G-sec Jul 2027 Index Fund-Dir (IDCW | ₹1220.00 | 0.28% | 1.16% | 4.38% |
| Invesco India Nifty G-sec Jul 2027 Index Fund-Reg (IDCW) | ₹1215.39 | 0.27% | 1.13% | 4.31% |
| Invesco India Nifty G-sec Jul 2027 Index Fund-Reg (G) | ₹1215.38 | 0.27% | 1.13% | 4.31% |
| HDFC BSE Sensex Index Fund - Direct | ₹792.87 | 0.07% | 0.30% | 11.07% |
| HDFC BSE Sensex Index Fund - Regular | ₹773.82 | 0.06% | 0.26% | 10.99% |
Category Average Returns
Harshil Suvarnkar
A seasoned investment professional with over 1 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.