Aditya Birla Sun Life Index Fund Growth Regular Plan | Pros & Cons NAV(160.58)

Aditya Birla Sun Life Index Fund Growth Regular Plan

Equity: Large Cap

Fund Information

Objective

The objective of the scheme is to generate returns that are commensurate with the performance of the Nifty, subject to tracking errors.

Nifty 100

Benchmark

Launched On

Open Ended

Type

1000

Min SIP

Min Investment

AUM in Crores

Expense Ratio

Exit Load

Aditya Birla Sun Life AMC Limited

Fund House

Fund Managers

Aditya Birla Sun Life Index Fund Regular Plan Pros & Cons

Pros

    Cons

    • Aditya Birla Sun Life Index Fund Growth Regular Plan has under performed index in 2014-2017, 2015-2018, 2016-2019, 2017-2020 years
    • Aditya Birla Sun Life Index Fund Growth Regular Plan is ranking 64th in last 5 years

    Average Returns

    Fund Name1Y (%)3Y (%)5Y (%)7Y (%)10Y (%)15Y (%)
    Aditya Birla Sun Life Index Fund Growth Regular Plan 
    15.4617.2514.3210.2211.959.78
    Nifty 100
    15.9518.9115.1911.613.7211.7

    Aditya Birla Sun Life Index Fund Regular Plan Rolling Returns

    Fund Name3 Year (%)5 Year (%)
    AverageMaxMinAverageMaxMin
    Aditya Birla Sun Life Index Fund Growth Regular Plan 
    14.1358.14-7.5612.544.9-2.09
    Nifty 100
    16.0164.11-7.0514.2746.96-0.75

    Risk Parameters

    Fund NameMeanStdSharpeBetaAlpha
    Aditya Birla Sun Life Index Fund Growth Regular Plan 
    16.7721.360.5641.03-1.04
    Nifty 100
    17.4321.310.596--
    Risk Parameters are calculated for the last 3 years data.

    Calender Year Returns

    Performance

    Best PerformanceWorst Performance
    PeriodReturnsPeriodReturns
    Week2008-10-27 - 2008-11-03
    20.22
    2008-10-21 - 2008-10-28
    -22
    Month2009-05-11 - 2009-06-11
    30.38
    2008-09-24 - 2008-10-24
    -38.11
    Quarter2009-03-05 - 2009-07-05
    71.35
    2008-08-07 - 2008-12-07
    -40.14
    Year2003-04-25 - 2004-04-25
    106.18
    2007-11-20 - 2008-11-20
    -56.94

    Portfolio

    Stock NameSector% of Total Holdings
    Reliance Industries Ltd.Energy10.33
    HDFC Bank Ltd.Financials9.76
    Infosys Ltd.Technology7.64
    Housing Development Finance Corporation Ltd.Financials6.8
    ICICI Bank Ltd.Financials6.78
    Tata Consultancy Services Ltd.Technology4.84
    Kotak Mahindra Bank Ltd.Financials3.92
    Hindustan Unilever Ltd.FMCG3.09
    ITC Ltd.FMCG2.8
    Axis Bank Ltd.Financials2.79
    Larsen & Toubro Ltd.Infrastructure2.62
    State Bank Of IndiaFinancials2.41
    Bajaj Finance Ltd.Financials2.21
    Asian Paints Ltd.Chemicals1.99
    Bharti Airtel Ltd.Media and Communications1.91
    HCL Technologies Ltd.Technology1.52
    Maruti Suzuki India Ltd.Automobile and Ancillaries1.39
    Tata Steel Ltd.Metals1.3
    Wipro Ltd.Technology1.18
    Ultratech Cement Ltd.Construction1.15
    Mahindra & Mahindra Ltd.Automobile and Ancillaries1.14
    Sun Pharmaceutical Industries Ltd.Healthcare1.07
    Bajaj Finserv Ltd.Financials1.06
    JSW Steel Ltd.Metals1.02
    Titan Company Ltd.Retail and Other Services0.99
    Dr. Reddys Laboratories Ltd.Healthcare0.95
    Tech Mahindra Ltd.Technology0.94
    Nestle India Ltd.FMCG0.93
    Power Grid Corporation Of India Ltd.Energy0.86
    Hindalco Industries Ltd.Metals0.85
    Tata Motors Ltd.Automobile and Ancillaries0.85
    IndusInd Bank Ltd.Financials0.85
    Adani Ports and Special Economic Zone Ltd.Infrastructure0.83
    Grasim Industries Ltd.Diversified0.83
    HDFC Life Insurance Co Ltd.Financials0.82
    Bajaj Auto Ltd.Automobile and Ancillaries0.81
    Divi's Laboratories Ltd.Healthcare0.79
    NTPC Ltd.Energy0.78
    Cipla Ltd.Healthcare0.71
    UPL Ltd.Chemicals0.66
    Bharat Petroleum Corporation Ltd.Energy0.65
    Oil & Natural Gas Corporation Ltd.Energy0.61
    Britannia Industries Ltd.FMCG0.6
    Tata Consumer Products Ltd.FMCG0.59
    Hero MotoCorp Ltd.Automobile and Ancillaries0.58
    SBI Life Insurance Company Ltd.Financials0.56
    Eicher Motors Ltd.Automobile and Ancillaries0.55
    Shree Cement Ltd.Construction0.54
    Coal India Ltd.Energy0.46
    Indian Oil Corporation Ltd.Energy0.41
    Reliance IndustriesEnergy10.63
    HDFC BankFinancial9.08
    InfosysTechnology8.11
    HDFCFinancial6.48
    ICICI BankFinancial6.33
    Tata Consultancy ServicesTechnology5.1
    Kotak Mahindra BankFinancial3.84
    Hindustan UnileverFMCG3.15
    ITCFMCG2.69
    Larsen & ToubroConstruction2.68
    Bajaj FinanceFinancial2.66
    Axis BankFinancial2.58
    State Bank of IndiaFinancial2.27
    Bharti AirtelCommunication2.12
    Asian PaintsChemicals1.91
    HCL TechnologiesTechnology1.81
    Bajaj FinservFinancial1.4
    Tata SteelMetals1.31
    Maruti Suzuki IndiaAutomobile1.27
    WiproTechnology1.22
    Titan CompanyConsumer Durable1.18
    Sun Pharmaceutical IndustriesHealthcare1.15
    Tech MahindraTechnology1.12
    Ultratech CementConstruction1.11
    Mahindra & MahindraAutomobile1

    AUM Yearly

    YearScheme Total AumCategory Total Aum
    2021234.150.00
    2020217.220.00
    2019138.50159816.60

    Aditya Birla Sun Life Index Fund Regular Plan Details

    Aditya Birla Sun Life Index Fund Growth Regular Plan is a Other Scheme - Index Funds mutual fund scheme launched by Aditya Birla Sun Life AMC Limited.. crores of assets under management (AUM)


    Aditya Birla Sun Life Index Fund Growth Regular Plan has given returns of 15.46% in the last 1 year and 17.25% in the last 3 years. And since launch the fund has given 15.23% returns.


    This fund invests in Other Scheme - Index Funds companies which are fundamentally strong and having growth potential.


    The top holdings of the fund are Reliance Industries Ltd. , HDFC Bank Ltd. , Infosys Ltd. , Housing Development Finance Corporation Ltd. , ICICI Bank Ltd.

    Frquently Asked Questions

    1. What is the NAV of Aditya Birla Sun Life Index Fund Regular Plan?

    The current Net Asset Value (NAV) of the Aditya Birla Sun Life Index Fund Regular Plan is 160.58

    2. Aditya Birla Sun Life Index Fund Regular Plan Rolling Returns

    The 3 year rolling returns of the Aditya Birla Sun Life Index Fund Regular Plan:

    • Mean : 14.13%
    • Max : 58.14%
    • Min : -7.56%

    3. How do I invest in Aditya Birla Sun Life Index Fund Regular Plan?

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    Aditya Birla Sun Life Index Fund Growth Regular Plan



    Investment Duration 3 years

    Disclaimer

    Please note that these calculators are for illustrations only and do not represent actual returns. Mutual Funds do not have a fixed rate of return and it is not possible to predict the rate of return.