Aditya Birla Sun Life Nifty India Defence Index Fund-Regular-Growth

Aditya Birla Sun Life · Index Funds

High

₹13.26

Current NAV

25 Jun 2026

10.3%

1Y Return

9.3%

3Y CAGR

11.3%

5Y CAGR

Watchlist

Generates significant excess returns relative to benchmark index (Alpha: 5.03).
Professionally managed by an established fund house with experienced fund managers.
Well-diversified portfolio aligned with the Index Funds mandate.

Subject to high equity market volatility and short-term capital fluctuations.
Higher expense ratio (2.03%) which can affect compounding over long horizons.
Lower risk-adjusted performance compared to top peers in the same category.
Smaller AUM (₹80 Cr) which might lead to higher tracking errors or expense adjustments.

Long-term wealth creation (5+ years horizon) like retirement or child education.
Investors seeking exposure to stable, blue-chip market leaders.

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

0.53

Sharpe Ratio

0.43

Beta

5.03

Alpha

0.60

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