Index Fundregulargrowth
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund-Regular Growth
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-1.83%
1 Month-10.71%
3 Months-10.58%
6 Months-6.54%
1 Year+1.07%
3 Years (CAGR)+14.54%
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Jun 2021)+11.08%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-9.80%
3 Year SIP+4.33%
5 Year SIP—
Since Inception (Jun 2021)+8.64%
Fund Details
Fund HouseAditya Birla Sun Life Mutual Fund
CategoryIndex Fund
Plan Typeregular
Optiongrowth
AUM₹469 Cr
Expense Ratio1.04%
Min SIP₹100
Min Lumpsum₹100
Launch Date10 Jun 2021
AMFI Code148965
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
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Our experts will help you decide if this fund fits your goals.
Investment Objective
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund-Regular Growth is a passively managed fund that tracks a specific market index, aiming to replicate its returns with minimal tracking error. Index funds offer low-cost, diversified exposure to the market with full transparency of holdings.
About This Fund
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund-Regular Growth is a Index Fund mutual fund offered by Aditya Birla Sun Life Mutual Fund. The fund has been operational for over 4 years. It manages assets worth ₹469 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.04%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •Cost-conscious investors who prefer passive investing with low expense ratios
- •SIP investors who can benefit from rupee cost averaging during market fluctuations