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Aditya Birla Sun Life Crisil-IBX AAA NBFC-HFC Index-Sep 2026 Fund-Direct Growth

Aditya Birla Sun Life · Index Funds
High
₹11.55
Current NAV
30 Sep 2026
6.7%
1Y Return
10.8%
3Y CAGR
14.8%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.28%.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Index Funds mandate.
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
0.68
Sharpe Ratio
1.18
Beta
-1.82
Alpha
0.87
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Fund Details
Fund House Aditya Birla Sun Life
Category Index Funds
AUM ₹5230 Cr
Expense Ratio 0.28%
Min SIP ₹500
Min Lumpsum ₹1000
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