Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 36.03 | 19.36 | N/A | N/A |
Average Rolling Returns(%) | 18.90 | N/A | N/A | N/A |
The Current NAV of Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund - Regular Plan - Growth is ₹17.80.
It is better to invest in a fund with a longer track record as Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns likely to be fairly different than its benchmark NIFTY 500 , as Funds portfolio is somewhat different.
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund - Regular Plan - Growth fund’s expense ratio is 1.02%
The process for redemption is
The AUM of Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund - Regular Plan - Growth is currently ₹284 Crores.
The Top three stocks are Reliance Industries, Ultratech Cement and Grasim Industries and account for 6% of its portfolio. Top 5 and 10 stocks of fund account for 10% and 21% of fund’s portfolio respectively.
Top three sectors of Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund - Regular Plan - Growth fund are BFSI, IT and Auto accounting for 46% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Index Funds - Other 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 Nifty 50 Equal Weight Index Fund - Regular Plan - Growth Fund is Index Funds - Other.
Haresh Mehta and Pranav Gupta manage the Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund - Regular Plan - Growth Fund.
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund - Regular Plan - Growth current PE ratio is 41.07 and PB ratio is 8.11
The asset allocation of Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund - Regular Plan - Growth is Stocks : 99.72%, Debt : 0.26% and Gold : 0%
The minimum SIP amount for Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund - Regular Plan - Growth is ₹1000.00 and minimum lumpsum is ₹100.00
The exit load for Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund - Regular Plan - Growth is Nil