Aditya Birla Sun Life S&P BSE Sensex ETF

Aditya Birla Sun Life S&P BSE Sensex ETF is an equity fund. This fund was started on 18 July, 2016. The fund is managed by Priya Sridhar. The fund could potentially beat inflation in the long-run.

1. Aditya Birla Sun Life S&P BSE Sensex ETF has ₹275 Cr worth of assets under management (AUM) as on Sep 2025 and is more than category average.
2. The fund has an expense ratio 0.
   

Aditya Birla Sun Life S&P BSE Sensex ETF has given a CAGR return of 12.66% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 0.68%, 13.34% and 17.55% respectively.

Aditya Birla Sun Life S&P BSE Sensex ETF has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Tech, Energy, Industrial, Consumer Defensive, Communication, Basic Materials, Utilities, Health. Its top holdings are HDFC Bank Ltd, ICICI Bank Ltd, Reliance Industries Ltd, Infosys Ltd, Bharti Airtel Ltd

As it is a large-cap mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

The investment objective of the scheme is to provide returns before expenses that closely correspond to the total returns of securities as represented by S&P BSE SENSEX TRI, subject to tracking errors. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.

Minimum investment for lump sum payment is INR 0.00 and for SIP is INR 0.00. Aditya Birla Sun Life S&P BSE Sensex ETF has no lock in period.