Home Funds Aditya Birla Sun Life Nifty 50 Equal Weight Index

Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund-Direct Growth

Aditya Birla Sun Life · Index Funds
High
₹18.87
Current NAV
25 Jun 2026
21.9%
1Y Return
23.9%
3Y CAGR
11.9%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.99%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.99).
  • Very large asset base (AUM: ₹10,040 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.

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
1.99
Sharpe Ratio
0.99
Beta
-0.01
Alpha
2.77
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Fund Details
Fund House Aditya Birla Sun Life
Category Index Funds
AUM ₹10040 Cr
Expense Ratio 0.99%
Min SIP ₹500
Min Lumpsum ₹1000
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