• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life Nifty PSE ETF (G)
Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Nifty PSE ETF (G)

EquityIndex Funds

10.9293

NAV (Sep 17)

2.584%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->
Scripbox Recommended Equity Funds
Want the equity funds that are right for your long term equity investment needs?Learn more

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

10.9293

NAV (Sep 17)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
2.6%
6 Month CAGR
NA

Scheme Information

Investment Objective

The Scheme seeks to generate returns that are in line with the performance of Nifty PSE Index, subject to tracking errors.

Expense Ratio
0.2
Launched (0y ago)
0.2
AUM in Crores
43.8
ISIN
INF209KB19Z4
Lock-in
Benchmark
NIFTY PSE Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
Standard Deviation
Beta
NaN
Sharpe Ratio
NaN
YTM
Fund Managers

Haresh Mehta

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Aditya Birla Sun Life Nifty PSE ETF (G)70%NaN NaNNaN%
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.

Asset allocation and Holdings

Last updated on 2024-08-06

Top Stock Holdings

NTPC Ltd.

13.6%
13.645%

Power Grid Corporation Of India Ltd.

11%
10.955%

Oil & Natural Gas Corporation Ltd.

9%
8.998%

Coal India Ltd.

8.2%
8.22%

Bharat Electronics Ltd.

7.8%
7.815%
See all holdings

Allocation by Sector

Energy

54.395146%
54.395146%

Capital Goods

16.985533%
16.985533%

Financial

11.085808%
11.085808%

Materials

8.220105%
8.220105%

Services

4.04218%
4.04218%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,041 cr

₹ 23,712 cr

₹ 64,222 cr

₹ 50,154 cr

₹ 17,488 cr

amc-img

About the AMC

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Asset Management Company Limited is a joint venture between the Aditya Birla Group of India and Sun Life Financial Inc. of Canada. It was founded in 1994 and operates in about 40 countries with more than 120,000 employees worldwide.amc-img
Fund NameScripbox 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 PSE ETF (G) Review

Aditya Birla Sun Life Nifty PSE ETF (G) is a Equity Equity fund and has delivered an annualised return of 2.584% over a period of 0 years. The fund is managed by Aditya Birla Sun Life Mutual Fund. The fund manager’s name is [object Object].

Nav of Aditya Birla Sun Life Nifty PSE ETF (G) as of 9/17/2024 is ₹10.93 with the total AUM as of 9/18/2024 is ₹43.7957. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Nifty PSE ETF (G) was launched on 2024-05-17. The category risk of the fund is null.

The minimum SIP amount for Aditya Birla Sun Life Nifty PSE 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 PSE 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 PSE Total Return Index.

Aditya Birla Sun Life Nifty PSE ETF (G) is rated as a null fund in Equity and delivered null% 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 PSE ETF (G).

Frequently Asked Questions

What is Aditya Birla Sun Life Nifty PSE ETF (G)?

Aditya Birla Sun Life Nifty PSE ETF (G) is a Equity Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Aditya Birla Sun Life Nifty PSE ETF (G)?

You can invest in Aditya Birla Sun Life Nifty PSE 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 PSE ETF (G)?

The minimum sip amount for Aditya Birla Sun Life Nifty PSE ETF (G) is ₹1000. You can invest in multiples of ₹5000.

Is Aditya Birla Sun Life Nifty PSE ETF (G) good to invest in?

As per Scripbox experts, Aditya Birla Sun Life Nifty PSE ETF (G) is a fund. You can investAditya Birla Sun Life Nifty PSE 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 PSE ETF (G)?

The expense ratio of the Aditya Birla Sun Life Nifty PSE ETF (G) is 0.2% for regular plan.