• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life Nifty 50 Index Fund (Growth)

Formerly Aditya BSL Index Gr

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Nifty 50 Index Fund (Growth)

EquityLarge Cap

168.8864

NAV (Mar 20)

11.3%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in large cap mutual funds.

Large cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Neutral

The performance of the fund on a Fund Size metric has been Neutral

Outperformance Consistency

Good

The performance of the fund on a Outperformance Consistency metric has been Good

Scripbox Recommended Large Cap Funds
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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

168.8864

NAV (Mar 20)

Fund Returns

Last 1Y

-1.2%

Last 3Y

24.9%

Last 5Y

11.3%

Last 10Y

11.8%

Since Inception

14.8%

6 Month CAGR

-4.7%

Scheme Information

Investment Objective

The objective of the scheme is to generate returns that are commensurate with the performance of the Nifty,subject to tracking errors.

Expense Ratio

0.6

Launched (21y ago)

Sep 18, 2002

AUM in Crores

494.356

ISIN

INF209K01LB2

Lock-in

No Lock-in

Benchmark

IISL Nifty 50 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

21.9

Standard Deviation (5yr)

19

Beta (3yr)

0.99

Beta (5yr)

0.99

Sharpe Ratio (3yr)

0.602

Sharpe Ratio (5yr)

0.379

YTM

0

Fund Managers

Pranav Gupta

Fund Manager

Lovelish Solanki

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Aditya Birla Sun Life Nifty 50 Index Fund (Growth)70%967,033 234,42111.3%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2023-03-20

Top Stock Holdings

reliance industries ltd

10.5%
10.5%

hdfc bank ltd

9.2%
9.2%

icici bank ltd

7.8%
7.8%

infosys ltd

7.1%
7.1%

housing development finance corp ltd

6.2%
6.2%
See all holdings

Allocation by Sector

financial services

37.4%
37.4%

technology

14.7%
14.7%

energy

12.8%
12.8%

consumer defensive

9.3%
9.3%

consumer cyclical

6.9%
6.9%
See all sectors

Compare Aditya Birla Sun Life Nifty 50 Index Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,641 cr

₹ 10,129 cr

₹ 15,261 cr

₹ 10,129 cr

₹ 15,261 cr

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 279,834 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 83 equity,338 debt and 16 hybrid funds.

amc-img

  • 022-43568000
  • care.mutualfunds@adityabirlacapital.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    -

    2.7%

    5.6%

    7.4%

    5.5%

    6.7%

    5.6%

    7.3%

    5.5%

    7%

    Aditya Birla Sun Life Nifty 50 Index Fund (G) Review

    Aditya Birla Sun Life Nifty 50 Index Fund (G) is a Large Cap Equity fund and has delivered an annualised return of 14.8% over a period of 20 years. The fund was previously known as Aditya BSL Index Gr. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Lovelish Solanki, Pranav Gupta.

    Nav of Aditya Birla Sun Life Nifty 50 Index Fund (G) as of 3/20/2023 is ₹168.89 with the total AUM as of 3/21/2023 is ₹494.356. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Nifty 50 Index Fund (G) was launched on Sep 18, 2002. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Aditya Birla Sun Life Nifty 50 Index Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Aditya Birla Sun Life Nifty 50 Index Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 50 TR INR.

    Aditya Birla Sun Life Nifty 50 Index Fund (G) is rated as a 3 fund in Equity and delivered -1.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Aditya Birla Sun Life Nifty 50 Index Fund (G).

    Frequently Asked Questions

    What is Aditya Birla Sun Life Nifty 50 Index Fund (G)?

    Aditya Birla Sun Life Nifty 50 Index Fund (G) is a Large Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

    How to invest in Aditya Birla Sun Life Nifty 50 Index Fund (G)?

    You can invest in Aditya Birla Sun Life Nifty 50 Index Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Aditya Birla Sun Life Nifty 50 Index Fund (G)?

    The minimum sip amount for Aditya Birla Sun Life Nifty 50 Index Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Aditya Birla Sun Life Nifty 50 Index Fund (G) good to invest in?

    As per Scripbox experts, Aditya Birla Sun Life Nifty 50 Index Fund (G) is a Neutral fund. You can investAditya Birla Sun Life Nifty 50 Index Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Aditya Birla Sun Life Nifty 50 Index Fund (G)?

    The expense ratio of the Aditya Birla Sun Life Nifty 50 Index Fund (G) is 0.6% for regular plan.