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Aditya Birla Sun Life BSE 500 Quality 50 Index Fund - Regular Growth

Aditya Birla Sun Life · Index Funds
High
₹10.64
Current NAV
25 Jun 2026
15.7%
1Y Return
9.7%
3Y CAGR
16.7%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.97%.
  • Generates significant excess returns relative to benchmark index (Alpha: 5.57).
  • Very large asset base (AUM: ₹11,120 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Lower risk-adjusted performance compared to top peers in the same category.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Investors seeking exposure to stable, blue-chip market leaders.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.57
Sharpe Ratio
1.37
Beta
5.57
Alpha
0.67
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Fund Details
Fund House Aditya Birla Sun Life
Category Index Funds
AUM ₹11120 Cr
Expense Ratio 0.97%
Min SIP ₹500
Min Lumpsum ₹1000
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