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

Aditya Birla Sun Life · Index Funds
High
₹236.23
Current NAV
23 Oct 2026
-11.9%
1Y Return
6.4%
3Y CAGR
5.5%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.16%.
  • 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.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.

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
1.16
Sharpe Ratio
1.36
Beta
-0.84
Alpha
1.35
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Fund Details
Fund House Aditya Birla Sun Life
Category Index Funds
AUM ₹3710 Cr
Expense Ratio 0.16%
Min SIP ₹500
Min Lumpsum ₹1000
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