- Mutual Funds
- Aditya Birla Sun Life Mutual Fund
- Aditya Birla Sun Life Nifty 50 ETF (G)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 29.1558
NAV (Sep 17)
Fund Returns
Last 1Y | 27% |
Last 3Y | 14.4% |
Last 5Y | 19.9% |
Last 10Y | 13.5% |
Since Inception | 13.3% |
6 Month CAGR | 16.3% |
Scheme Information
The scheme aims to generate returns which closely correspond to the returns generated by securities as represented by Nifty 50 Index. The scheme would aim to maintain least amount of cash & will also try & avoid investment in debt & money market securities.
Expense Ratio | 0.06 |
Launched (0y ago) | 0.06 |
AUM in Crores | 2745.2 |
ISIN | INF209KB19D1 |
Lock-in | |
Benchmark | NIFTY 50 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | 13 |
Beta | 1 |
Sharpe Ratio | 0.9 |
YTM |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Aditya Birla Sun Life Nifty 50 ETF (G) | 12,12,728 | 4,80,116 | 19.9% | |
| 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%Reliance Industries Ltd.
9.2%ICICI Bank Ltd.
7.7%Infosys Ltd.
6.1%ITC Ltd.
4.1%Allocation by Sector
Financial
31.260402%Energy
14.219295%Technology
13.711834%Consumer Staples
8.424324%Automobile
8.189086%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,041 cr | ||
₹ 23,712 cr | ||
₹ 64,222 cr | ||
₹ 50,154 cr | ||
₹ 17,488 cr |
About the AMC
Aditya Birla Sun Life Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6.122% | 7.403% | ||
- | 5.146% | ||
6.278% | 7.444% | ||
6.175% | 7.937% | ||
5.591% | 7.165% |
Aditya Birla Sun Life Nifty 50 ETF (G) Review
Aditya Birla Sun Life Nifty 50 ETF (G) is a Equity Equity fund and has delivered an annualised return of 13.311% over a period of 13 years. The fund is managed by Aditya Birla Sun Life Mutual Fund. The fund manager’s name is [object Object],[object Object].
Nav of Aditya Birla Sun Life Nifty 50 ETF (G) as of 9/17/2024 is ₹29.16 with the total AUM as of 9/18/2024 is ₹2745.2455. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Nifty 50 ETF (G) was launched on 2011-07-22. The category risk of the fund is null.
The minimum SIP amount for Aditya Birla Sun Life Nifty 50 ETF (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 ETF (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.
Aditya Birla Sun Life Nifty 50 ETF (G) is rated as a null fund in Equity and delivered 27.014% 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 ETF (G).
Frequently Asked Questions
What is Aditya Birla Sun Life Nifty 50 ETF (G)?
How to invest in Aditya Birla Sun Life Nifty 50 ETF (G)?
You can invest in Aditya Birla Sun Life Nifty 50 ETF (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 ETF (G)?
The minimum sip amount for Aditya Birla Sun Life Nifty 50 ETF (G) is ₹1000. You can invest in multiples of ₹5000.
Is Aditya Birla Sun Life Nifty 50 ETF (G) good to invest in?
As per Scripbox experts, Aditya Birla Sun Life Nifty 50 ETF (G) is a fund. You can investAditya Birla Sun Life Nifty 50 ETF (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 ETF (G)?
The expense ratio of the Aditya Birla Sun Life Nifty 50 ETF (G) is 0.06% for regular plan.