- Mutual Funds
- Aditya Birla Sun Life Mutual Fund
- Aditya Birla Sun Life Nifty 50 Index Fund (G)
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).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 244.7907
NAV (Oct 30)
Fund Returns
Last 1Y | 29% |
Last 3Y | 12.1% |
Last 5Y | 16.2% |
Last 10Y | 12% |
Since Inception | 15.6% |
6 Month CAGR | 8.7% |
Scheme Information
The scheme aims to generate returns that are commensurate with the performance of the Nifty subject to tracking error, through investments in companies whose securities included in Nifty and in money market instruments & cash.
Expense Ratio | 0.47% |
Launched 22Y ago | 2002-09-18 |
AUM in Crores | 1023.6 |
ISIN | INF209K01LB2 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY 50 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 12.2 |
Beta | 1 |
Sharpe Ratio | 0.7 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Aditya Birla Sun Life Nifty 50 Index Fund (G) | 10,99,553 | 3,66,941 | 16.2% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
HDFC Bank Ltd.
11%Reliance Industries Ltd.
9.21%ICICI Bank Ltd.
7.73%Infosys Ltd.
6.1%ITC Ltd.
4.14%Allocation by Sector
Financial
31.52%Energy
13.43%Technology
12.74%Consumer Staples
8.57%Automobile
8.08%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
About the AMC
Aditya Birla Sun Life Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6.4% | 7.4% | ||
5.5% | 5.3% | ||
6.5% | 7.4% | ||
6.5% | 7.9% | ||
5.8% | 7.2% |
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 15.57% over 22 years. The fund has grown over a period of 22 years. The fund is managed by Aditya Birla Sun Life Mutual Fund. The fund managers are Haresh Mehta, Pranav Gupta.
Nav of Aditya Birla Sun Life Nifty 50 Index Fund (G) as of 10/30/2024 is ₹244.79 with the total AUM as of 10/31/2024 is ₹1023.6. 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 2002-09-18. The category risk of the fund is Very High.
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 Total Return Index.
Scripbox has rated it 3 stars, indicating it's a neutral fund in the Equity category and delivered 28.97% 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)?
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?
According to Scripbox opinion, it is a 3-star fund. You can invest in this fund if its investment objective and risk level align with your 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 0.47% for regular plan.
What is the NAV of Aditya Birla Sun Life Nifty 50 Index Fund (G)?
Today's Aditya Birla Sun Life Nifty 50 Index Fund (G) NAV is ₹244.79.