Aditya Birla Sun Life Index Fund Direct Plan Growth - Regular - Latest NAV [ ₹157.3777 ], Returns, Performance, Portfolio & Returns 2021

Aditya Birla Sun Life Index Fund Direct Plan Growth

  • highlight
    13.11%
  • highlight
    (-0.15)157.3777

Min amount: ₹1,000

Calculate Returns

20 yrs
₹1,000 invested monthly becomes
0 in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years13.11%
3 Years12.25%
1 Year42.67%
6 Months16.2%
Fund Details
ISININF209K01VY3
RiskVery High Risk
Fund TypeIndex Funds
NAV157.3777
Exit Load--

More about this fundstar

Top HoldingsWeightage
Reliance Industries Ltd Shs Dematerialised9.98%
HDFC Bank Ltd9.56%
Infosys Ltd8.57%
Housing Development Finance Corp Ltd6.53%
ICICI Bank Ltd6.39%
Tata Consultancy Services Ltd5.07%
Kotak Mahindra Bank Ltd3.66%
Hindustan Unilever Ltd3.23%
Axis Bank Ltd2.82%
Larsen & Toubro Ltd Shs Dematerialised2.65%

About Aditya Birla Sun Life Index Fund - Direct Plan - Growth

Aditya Birla Sun Life Index Fund - Direct Plan - Growth aims to generate capital growth in the long-term, by investing in companies whose securities are a part of the Nifty Index. The fund manager invests in a portfolio of large-cap stocks, and focuses on generating return for investors, in-line with the Nifty Index.

Pros and Cons of Aditya Birla Sun Life Index Fund - Direct Plan - Growth

The Aditya Birla Sun Life Index Fund - Direct Plan - Growth invests in large-cap stocks, which are part of the Nifty Index. The fund manager purchases stocks in the same proportion as the Nifty. The scheme performs in-line with the Nifty, after accounting for a small difference called tracking error. On the flip side, the fund is not suitable for conservative investors as it invests in stocks.

Fund Information and Statistics

i) Inception/Launch Date

Aditya Birla Sun Life Index Fund was launched on 01 January 2013.

ii) Risk Level

Aditya Birla Sun Life Mutual Fund has categorised Aditya Birla Sun Life Index Fund as 'moderately high risk'. It is riskier as compared to debt funds.

iii) Redemption

Aditya Birla Sun Life Index Fund is an open-ended fund. You can redeem the investment at any time.

iv) Fund Manager

Mr Ajay Garg is the current fund manager of the Aditya Birla Sun Life Index Fund.

v) Entry/Exit Load

SEBI norms have stopped mutual fund houses from levying an entry load. The fund will not charge you an exit load.

About Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Mutual Fund was started as a joint venture between Sun Life India (AMC) and Aditya Birla Capital Limited. It was launched in 1994 after registering with the Indian Capital Market Regulator. The fund counts Aditya Birla Capital Limited and Sun Life India (AMC) Investments Inc are its sponsors. It has Aditya Birla Sun Life Trustee Private Limited as the trustee. As of June 2020, the fund had a massive total assets under management (AUM), of Rs 2.14 lakh crore.

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Min amount: ₹1,000

Calculate Returns

20 yrs
₹1,000 invested monthly becomes
0 in a period of 20 years
Very High Risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns