Home Funds Aditya Birla Sun Life BSE Sensex ETF

Aditya Birla Sun Life BSE Sensex ETF

Aditya Birla Sun Life · Index Funds
High
₹77.59
Current NAV
25 Jun 2026
29.9%
1Y Return
18.9%
3Y CAGR
19.9%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.49).
  • Well-diversified portfolio aligned with the Index Funds mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.39%) which can affect compounding over long horizons.

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
1.49
Sharpe Ratio
0.79
Beta
-1.01
Alpha
1.77
Sortino
Fund Details
Fund House Aditya Birla Sun Life
Category Index Funds
AUM ₹6040 Cr
Expense Ratio 2.39%
Min SIP ₹500
Min Lumpsum ₹1000
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