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

Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund (Growth)

EquityIndex Funds

11.8235

NAV (Nov 25)

12.1%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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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

11.8235

NAV (Nov 25)

Fund Returns

Last 1Y

7.5%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

12.1%

6 Month CAGR

16.1%

Scheme Information

Investment Objective

The investment objective of the scheme is to provide returns that closely correspond to the total returns of securities as represented by Nifty 50 Equal Weight TR Index,subject to tracking errors. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes' objectives will be achieved.

Expense Ratio

1.02

Launched (1y ago)

Jun 08, 2021

AUM in Crores

136.930

ISIN

INF209KB1Z48

Lock-in

No Lock-in

Benchmark

NIFTY 50 Equal Weight Index PR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

0

Standard Deviation (5yr)

0

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0

Sharpe Ratio (5yr)

0

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 2022-11-25

Top Stock Holdings

net receivables / (payables)

2.6%
2.6%

axis bank ltd

2.3%
2.3%

coal india ltd

2.1%
2.1%

sun pharmaceuticals industries ltd

2.1%
2.1%

hcl technologies ltd

2.1%
2.1%
See all holdings

Allocation by Sector

financial services

21.4%
21.4%

consumer cyclical

13.7%
13.7%

basic materials

13.4%
13.4%

technology

9.8%
9.8%

healthcare

9.8%
9.8%
See all sectors

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

Fund NameFund SizeOutperformance Consistency
DSP Tax Saver Fund (G)
DSP Tax Saver Fund (G)

₹ 10,427 cr

₹ 4,865 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%

    6.7%

    5.2%

    7.3%

    5%

    7%

    5.2%

    7.4%

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

    Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund (G) is a Index Funds Equity fund and has delivered an annualised return of 12.1% over a period of 1 years. 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 Equal Weight Index Fund (G) as of 11/25/2022 is ₹11.82 with the total AUM as of 11/26/2022 is ₹136.93. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund (G) was launched on Jun 08, 2021. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Aditya Birla Sun Life Nifty 50 Equal Weight 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 Equal Weight 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 Equal Weight Index PR INR.

    Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund (G) is rated as a 0 fund in Equity and delivered 7.5% 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 Equal Weight Index Fund (G).

    Frequently Asked Questions

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

    Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund (G) is a Index Funds 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 Equal Weight Index Fund (G)?

    You can invest in Aditya Birla Sun Life Nifty 50 Equal Weight 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 Equal Weight Index Fund (G)?

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

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

    As per Scripbox experts, Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund (G) is a Not Reviewed Yet fund. You can investAditya Birla Sun Life Nifty 50 Equal Weight 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 Equal Weight Index Fund (G)?

    The expense ratio of the Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund (G) is 1.02% for regular plan.