Aditya Birla Sun Life Index Fund - Direct Plan
The objective of the scheme is to generate returns that are commensurate with the performance of the Nifty, subject to tracking errors.
Suitability
This product is suitable for investors who are seeking
• long term capital growth
• investments in stocks in line with Nifty 50 and / or in exchange traded derivatives on the Nifty 50 to generate comparable returns, subject to tracking errors.
Fund Info
| Scheme Class | Equity |
| Scheme Category | Index Funds |
| Benchmark Type | Nifty 50 Index |
| Expense Ratio | 0.5% |
| Min subscription | ₹ 1,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 130 |
| AMC AUM (in Crs.) | ₹ 2,49,270 |
| Min Addition Subscription | ₹ 1,000 |
Performance
Comparison
Portfolio
AMC Details
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| Clearing Corporation Of India Limited | Cash - Collateral | 12 |
| HDFC Bank Ltd | Equity | 9 |
| Reliance Industries Ltd | Equity | 8 |
| Housing Development Finance Corp Ltd | Equity | 7 |
| Infosys Ltd | Equity | 6 |
| ICICI Bank Ltd | Equity | 5 |
| Tata Consultancy Services Ltd | Equity | 4 |
| ITC Ltd | Equity | 4 |
| Kotak Mahindra Bank Ltd | Equity | 4 |
| Larsen & Toubro Ltd | Equity | 3 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 84 |
| Cash - Collateral | 15 |
| Cash | 1 |
| Other Assets And Liabilities | 0 |
| Bond - Corporate Bond | 0 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Banks - Regional - Asia | 24 |
| Cash - Collateral | 15 |
| Information Technology Services | 13 |
| Oil & Gas Refining & Marketing | 9 |
| Specialty Finance | 7 |
Birla Sun Life Mutual Fund
AUM
₹2,49,270 Cr
About
Aditya Birla Sun Life Mutual Funds is one of the best and biggest asset management companies in India. It has a strong presence across the financial industry and has more than 16,000 employees working under it.##They have four main visions that they aspire to achieve. The first being a leader in the mutual fund industry, rather than just being another competitor. The second is to be a role model by being the best in whatever they do. The third is to be a broad-based player to meet all the needs of their customers and the last is to become an integrated player to garner a competitive edge in the market.##Aditya Birla Sun Life Mutual Fund offers various mutual fund schemes across various categories and sub- categories. An investor can choose the particular fund he/she wants to invest in based on their financial goals.
Email
connect@birlasunlife.com
Phone
1800 22 7000
Address
One India Bulls Centre , Tower 1,,17th Floor, Jupiter Mill Compound,,841, Senapati Bapat Marg,,Elphinstone Road,, Mumbai - 400 013
Birla Sun Life Mutual Fund
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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