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Aditya Birla Sun Life Nifty SDL Sep 2025 Index Fund-Direct IDCW

Aditya Birla Sun Life · Index Funds
High
₹10.00
Current NAV
30 Sep 2025
-13.6%
1Y Return
-0.0%
3Y CAGR
17.2%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.82%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.52).
  • Generates significant excess returns relative to benchmark index (Alpha: 3.02).
  • Very large asset base (AUM: ₹18,070 Cr) indicating high investor trust and liquidity.
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
1.52
Sharpe Ratio
0.82
Beta
3.02
Alpha
1.85
Sortino
Fund Details
Fund House Aditya Birla Sun Life
Category Index Funds
AUM ₹18070 Cr
Expense Ratio 0.82%
Min SIP ₹500
Min Lumpsum ₹1000
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