Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan

Fund House: Aditya Birla Sun Life Mutual Fund
Category: Index Fund
Launch Date: 05-09-2002
Asset Class: Equity
Benchmark: Nifty 50 TRI
TER: 0.6% As on (30-06-2026)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 1,442.96 Cr As on 30-06-2026(Source:AMFI)
Turn over: 16% | Exit Load: Nil

252.4398

14.47%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
Nifty 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
1 Years 3 Months
4 Years 2 Months
5 Years 0 Months
15 Years 1 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The objective of the scheme is to generate returns that are commensurate with the performance of the Nifty, subject to tracking errors.

Current Asset Allocation (%)

Indicators

Standard Deviation -
Sharpe Ratio -
Alpha -
Beta -
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan 05-09-2002 1.54 0.85 9.27 9.63 11.61
ICICI Prudential NASDAQ 100 Index Fund - Growth 01-10-2021 37.01 32.59 28.65 - -
Motilal Oswal S&P 500 Index Fund - Regular Plan Growth 05-04-2020 32.45 26.72 24.47 17.14 -
Motilal Oswal Nifty Mid Small FInancial Services Index Fund-Regular Plan-Growth 29-10-2024 26.94 - - - -
Nippon India Nifty Auto Index Fund - Regular Plan- Growth Option 14-11-2024 24.75 - - - -
ICICI Prudential Nifty Auto Index Fund - Growth 05-10-2022 24.53 6.51 23.62 - -
Tata Nifty AuTo Index Fund - Regular Plan - Growth 26-04-2024 24.22 6.27 - - -
SBI BSE PSU Bank Index Fund- Regular Plan- Growth 25-03-2025 23.51 - - - -
Motilal Oswal Nifty India Defence Index Fund Regular Plan Growth 03-07-2024 23.28 12.16 - - -
Aditya Birla Sun Life Nifty India Defence Index Fund-Regular-Growth 30-08-2024 23.12 - - - -

Scheme Characteristics

Minimum investment in securities of a particular index (which is being replicated/ tracked) - 95% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

0.25%

Large Cap

99.75%

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