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  • Aditya Birla Sun Life Index Fund Inc Dist cum Cap Wdrl (RIDCW-A)

Formerly Aditya BSL Index DR

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Index Fund Inc Dist cum Cap Wdrl (RIDCW-A)

EquityIndex Funds

18.3513

NAV (Oct 21)

15.8%
5 Year CAGR
Scripbox Opinion

Neutral

Scripbox recommends other funds for investment in index funds.

Click here to see our recommendations.

Index funds 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).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

19 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

289 Cr. Small within the category

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Poor. The historical performance of the fund has been poor

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    No Lock-in
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    Grow Wealth , Retirement , Kid's Education

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Historical NAV

18.3513

NAV (Oct 21)

Fund Returns

Last 1Y
52.8%
Last 3Y
20.7%
Last 5Y
15.8%
Last 10Y
13.5%
Since Inception
16.1%
6 Month CAGR
27.6%
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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Very High Risk

Expense Ratio
0.59
Launched (19y ago)
Sep 18, 2002
AUM in Crores
288.827
ISIN
INF209K01LC0
Lock-in
No Lock-in
Benchmark
IISL Nifty 50 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

Ajay Garg

Fund Manager

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Kedarnath Mirajkar

Fund Manager

user-avatar

Lovelish Solanki

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
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    One click investing tracking
comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record

SBI Focused Equity Fund (G)

recommended-badge

₹ 20,371 cr

5

recommended-badge

₹ 5,357 cr

5

recommended-badge

₹ 5,218 cr

5

recommended-badge

₹ 3,953 cr

5

recommended-badge

₹ 3,346 cr

5

amc-icon

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 313,741 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 83 equity,329 debt and 19 hybrid funds.

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  • tel-amc-about
    022-43568000
  • mail-amc-about
    care.mutualfunds@adityabirlacapital.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    recommended-badge

    21%

    15.1%

    recommended-badge

    5%

    7.1%

    top-ranked-badge

    5%

    6.9%

    top-ranked-badge

    5%

    7.2%

    top-ranked-badge

    5%

    6.8%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

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    Equity

    Diversified

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    Equity

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    Equity

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    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers
    We manage to deliver better strategies to people who trust us.

    We thrive on trust. You don’t need to just take our word for it! Get started with your wealth creation without worry.

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    Investing has helped me dream bigger for my life
    Dr. Shraddha BahirwaniSr. Dental Consultant

    About Aditya Birla Sun Life Index Fund Inc Dist cum Cap Wdrl (RIDCW-A)

    About Aditya Birla Sun Life Index Fund Inc Dist cum Cap Wdrl (RIDCW-A)

    Aditya Birla Sun Life Index Fund Inc Dist cum Cap Wdrl (RIDCW-A) is a Index Funds Equity fund and has delivered an annualised return of 16.1% over a period of 19 years. The fund was previously known as Aditya BSL Index DR . The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Ajay Garg, Kedarnath Mirajkar, Lovelish Solanki

    Aditya Birla Sun Life Index Fund Inc Dist cum Cap Wdrl (RIDCW-A) Investment Objective

    The objective of the scheme is to generate returns that are commensurate with the performance of the Nifty,subject to tracking errors. . However, there is no assurance that the objective of the scheme will be realized.

    Aditya Birla Sun Life Index Fund Inc Dist cum Cap Wdrl (RIDCW-A) NAV,AUM,Risk

    The Aditya Birla Sun Life Index Fund Inc Dist cum Cap Wdrl (RIDCW-A) fund was launched on Sep 18, 2002. The NAV (Net Asset Value) of this Index Funds Equity fund as of 2021-10-21 is ₹18.35. The total AUM (Asset Under Management) of the fund as of 22/10/2021 is ₹288.827. The category risk of the Aditya Birla Sun Life Index Fund Inc Dist cum Cap Wdrl (RIDCW-A) fund is Very High Risk. The fund charges 0.59 % as expense ratio.

    Aditya Birla Sun Life Index Fund Inc Dist cum Cap Wdrl (RIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 99.6% in this asset class. The top three holdings of the fund are , reliance industries ltd , hdfc bank ltd , infosys ltd , housing development finance corp ltd , icici bank ltd , tata consultancy services ltd , kotak mahindra bank ltd , hindustan unilever ltd , itc ltd , larsen & toubro ltd , bajaj finance ltd , axis bank ltd , state bank of india , bharti airtel ltd , asian paints ltd , hcl technologies ltd , bajaj finserv ltd , maruti suzuki india ltd , tata steel ltd , sun pharmaceuticals industries ltd , titan co ltd , wipro ltd , tech mahindra ltd , ultratech cement ltd , mahindra & mahindra ltd , ntpc ltd , indusind bank ltd , hindalco industries ltd , nestle india ltd , jsw steel ltd , power grid corp of india ltd , grasim industries ltd , divi's laboratories ltd , hdfc life insurance company limited , tata motors ltd , dr reddy's laboratories ltd , bajaj auto ltd , sbi life insurance company limited , oil & natural gas corp ltd , adani ports & special economic zone ltd , cipla ltd , tata consumer products ltd , britannia industries ltd , eicher motors ltd , upl ltd , bharat petroleum corp ltd , coal india ltd , shree cement ltd , hero motocorp ltd , indian oil corp ltd , clearing corporation of india limited , net receivables / (payables) , margin (future and options)

    Aditya Birla Sun Life Index Fund Inc Dist cum Cap Wdrl (RIDCW-A) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    Aditya Birla Sun Life Index Fund Inc Dist cum Cap Wdrl (RIDCW-A) Investment volatility and Horizon

    This fund 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 Index Fund Inc Dist cum Cap Wdrl (RIDCW-A) Review

    Aditya Birla Sun Life Index Fund Inc Dist cum Cap Wdrl (RIDCW-A) has a score of 3 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, Aditya Birla Sun Life Index Fund Inc Dist cum Cap Wdrl (RIDCW-A) has a score of 2 out of 5 Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.

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