• 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

219.8453

NAV (Apr 18)

13.9%
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
Want the large cap equity funds that are right for your long term equity investment needs?Learn more

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

219.8453

NAV (Apr 18)

Fund Returns

Last 1Y
25.3%
Last 3Y
15.2%
Last 5Y
13.9%
Last 10Y
12.7%
Since Inception
15.4%
6 Month CAGR
11.9%

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
0.48
Launched (22y ago)
Sep 18, 2002
AUM in Crores
831.815
ISIN
INF209K01LB2
Lock-in
No Lock-in
Benchmark
Nifty 50 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
12.9
Standard Deviation (5yr)
18.3
Beta (3yr)
1
Beta (5yr)
0.99
Sharpe Ratio (3yr)
0.781
Sharpe Ratio (5yr)
0.556
YTM
0
Fund Managers

Pranav Gupta

Fund Manager

Haresh Mehta

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Aditya Birla Sun Life Nifty 50 Index Fund (Growth)70%10,34,259 3,01,64713.9%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-04-18

Top Stock Holdings

hdfc bank ltd

11.1%
11.1%

reliance industries ltd

10.2%
10.2%

icici bank ltd

7.8%
7.8%

infosys ltd

5.4%
5.4%

larsen & toubro ltd

4.5%
4.5%
See all holdings

Allocation by Sector

financial services

33.5%
33.5%

energy

13.7%
13.7%

technology

13%
13%

consumer cyclical

9.2%
9.2%

consumer defensive

8.1%
8.1%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 17,313 cr

₹ 14,075 cr

₹ 21,475 cr

₹ 41,281 cr

₹ 60,559 cr

amc-img

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 332,046 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 90 equity,370 debt and 20 hybrid funds.amc-img
phone-img022-43568000
Fund NameScripbox Opinion
Till Date CAGR

-

4.6%

5.8%

7.4%

5.8%

6.8%

5.8%

7.3%

5.8%

7.1%

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 15.4% over a period of 21 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 Haresh Mehta, Pranav Gupta.

Nav of Aditya Birla Sun Life Nifty 50 Index Fund (G) as of 4/18/2024 is ₹219.85 with the total AUM as of 4/19/2024 is ₹831.815. 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 Nifty 50 TR INR.

Aditya Birla Sun Life Nifty 50 Index Fund (G) is rated as a 3 fund in Equity and delivered 25.3% 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 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 0.48% for regular plan.