• 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

186.0414

NAV (Dec 02)

13.5%
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

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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

186.0414

NAV (Dec 2)

Fund Returns

Last 1Y

10.3%

Last 3Y

16.5%

Last 5Y

13.5%

Last 10Y

12.5%

Since Inception

15.6%

6 Month CAGR

14.2%

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 (20y ago)

Sep 18, 2002

AUM in Crores

471.132

ISIN

INF209K01LB2

Lock-in

No Lock-in

Benchmark

IISL Nifty 50 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

22.1

Standard Deviation (5yr)

19

Beta (3yr)

0.99

Beta (5yr)

0.99

Sharpe Ratio (3yr)

0.613

Sharpe Ratio (5yr)

0.491

YTM

0

Fund Managers

Pranav Gupta

Fund Manager

Lovelish Solanki

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
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 2022-12-02

Top Stock Holdings

reliance industries ltd

11%
11%

hdfc bank ltd

8.2%
8.2%

icici bank ltd

7.9%
7.9%

infosys ltd

7%
7%

housing development finance corp ltd

5.6%
5.6%
See all holdings

Allocation by Sector

financial services

36.9%
36.9%

technology

14.1%
14.1%

energy

13.8%
13.8%

consumer defensive

8.7%
8.7%

consumer cyclical

7.3%
7.3%
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)

₹ 4,865 cr

₹ 10,427 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 299,101 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 83 equity,332 debt and 16 hybrid funds.

amc-img

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

    5.2%

    7.4%

    5.1%

    6.7%

    5.2%

    7.3%

    5.1%

    7%

    5.2%

    7.4%

    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 15.6% 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 12/2/2022 is ₹186.04 with the total AUM as of 12/3/2022 is ₹471.132. 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 10.3% 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 stocks 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.