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Aditya Birla Sun Life Nifty SDL Apr 2027 Index Fund-Regular-IDCW Payout

Aditya Birla Sun Life · Index Funds
High
₹13.21
Current NAV
23 Oct 2026
5.3%
1Y Return
7.1%
3Y CAGR
15.5%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.85%.
  • Generates significant excess returns relative to benchmark index (Alpha: 6.65).
  • 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.
  • 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
0.65
Sharpe Ratio
0.85
Beta
6.65
Alpha
0.81
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Fund Details
Fund House Aditya Birla Sun Life
Category Index Funds
AUM ₹9700 Cr
Expense Ratio 0.85%
Min SIP ₹500
Min Lumpsum ₹1000
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