- Mutual Funds
- Aditya Birla Sun Life Mutual Fund
- Aditya Birla Sun Life Nifty 50 Index Fund (PIDCW-A)
Formerly Aditya BSL Index IDCW-P
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).
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 22.6221
NAV (Apr 16)
Fund Returns
Last 1Y | 25% |
Last 3Y | 15.5% |
Last 5Y | 13.9% |
Last 10Y | 12.8% |
Since Inception | 15.2% |
6 Month CAGR | 12.3% |
Scheme Information
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 | INF209K01LA4 |
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) | 0.545 |
YTM | 0 |
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 (PIDCW-A) | 10,34,259 | 3,01,647 | 13.9% | |
| 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
11.1%reliance industries ltd
10.2%icici bank ltd
7.8%infosys ltd
5.4%larsen & toubro ltd
4.5%Allocation by Sector
financial services
33.5%energy
13.7%technology
13%consumer cyclical
9.2%consumer defensive
8.1%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 14,075 cr | ||
₹ 17,313 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
Aditya Birla Sun Life AMC Ltd
| Fund Name | Scripbox 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 (PIDCW-A) Review
Aditya Birla Sun Life Nifty 50 Index Fund (PIDCW-A) is a Large Cap Equity fund and has delivered an annualised return of 15.2% over a period of 21 years. The fund was previously known as Aditya BSL Index IDCW-P. 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 (PIDCW-A) as of 4/16/2024 is ₹22.62 with the total AUM as of 4/17/2024 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 (PIDCW-A) 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 (PIDCW-A) 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 (PIDCW-A) 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 (PIDCW-A) is rated as a 3 fund in Equity and delivered 25% 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 (PIDCW-A).
Frequently Asked Questions
What is Aditya Birla Sun Life Nifty 50 Index Fund (PIDCW-A)?
How to invest in Aditya Birla Sun Life Nifty 50 Index Fund (PIDCW-A)?
You can invest in Aditya Birla Sun Life Nifty 50 Index Fund (PIDCW-A) 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 (PIDCW-A)?
The minimum sip amount for Aditya Birla Sun Life Nifty 50 Index Fund (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Aditya Birla Sun Life Nifty 50 Index Fund (PIDCW-A) good to invest in?
As per Scripbox experts, Aditya Birla Sun Life Nifty 50 Index Fund (PIDCW-A) is a Neutral fund. You can investAditya Birla Sun Life Nifty 50 Index Fund (PIDCW-A) 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 (PIDCW-A)?
The expense ratio of the Aditya Birla Sun Life Nifty 50 Index Fund (PIDCW-A) is 0.48% for regular plan.