Aditya Birla Sun Life BSE Sensex ETF has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | N/A | 7.04 | 7.21 | 10.33 |
| Average Rolling Returns(%) | 13.85 | 13.35 | 14.34 | 11.89 |
The Current NAV of Aditya Birla Sun Life BSE Sensex ETF is ₹73.21.
You should look for a fund with better more consistent performance track record. However, funds returns unlikely to be different than its benchmark NIFTY 50, as the Funds portfolio is similar to its benchmark.
Aditya Birla Sun Life BSE Sensex ETF fund’s expense ratio is 0.04%
The process for redemption is
The AUM of Aditya Birla Sun Life BSE Sensex ETF is currently ₹271 Crores.
The Top three stocks are HDFC Bank, ICICI Bank and Reliance Industries and account for 33% of its portfolio. Top 5 and 10 stocks of fund account for 44% and 64% of fund’s portfolio respectively.
Top three sectors of Aditya Birla Sun Life BSE Sensex ETF fund are BFSI, Construction & Infrastructure and IT accounting for 60% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a ETFs - Index it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Aditya Birla Sun Life BSE Sensex ETF Fund is ETFs - Index.
Mehul Dama and Priya Sridhar manage the Aditya Birla Sun Life BSE Sensex ETF Fund.
Aditya Birla Sun Life BSE Sensex ETF current PE ratio is 24.84 and PB ratio is 4.94
The asset allocation of Aditya Birla Sun Life BSE Sensex ETF is Stocks : 99.93%, Debt : 0.04% and Gold : 0%
The minimum SIP amount for Aditya Birla Sun Life BSE Sensex ETF is N/A and minimum lumpsum is ₹5000.00
The exit load for Aditya Birla Sun Life BSE Sensex ETF is N/A
|
Name of the IA registered
with SEBI: |
The Alchemists Ark Pvt. Ltd. |
|
Logo:
|
|
|
Trade/Brand
Name of IA: |
MoneyWorks4Me Investment Advisers |
|
Brand Logo:
|
 |
|
SEBI Registration Number:
|
INA000013323 Validity – May 16, 2019 – Perpetual |
|
Registration:
|
Non-Individual |
|
BSE Enlistment No:
|
1187 |
|
Address:
|
B-101, Signet Corner Building, Balewadi Phata, Baner, Pune, Maharashtra 411045 |
|
Compliance Officer
Details: |
Name: Shrikant Jagtap Email: shrikant.jagtap@moneyworks4me.com |
Telephone: +919860359463 Address: Same as IA |
|
Grievance Officer
Details: |
Name: Mukta Vaze Email: mukta.vaze@moneyworks4me.com |
Telephone: +919860919463 Address: Same as IA |
|
Principal Officer
Details: |
Name: Atharva Bhide Email: atharva.bhide@moneyworks4me.com |
Telephone: +919175899463 Address: Same as IA |
|
Standard Warning:
|
Investment in securities market are subject to market risks. Read all the related documents carefully before investing. |
|
|
Disclaimer:
|
Registration granted by SEBI, enlistment with exchange and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. |
|
