Overview (as on 23 Oct 2020)

NAV

₹12.7143

1y returns

2.947%

Fund AUM

₹196 Cr

Expense Ratio

0.58%

Min SIP

₹1,000

Min Lumpsum

₹1,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Financial Services
33.32%
Energy
16.90%
Tech
16.81%
Defensive
9.00%
Consumer
6.83%
Basic Materials
6.20%
Health
4.03%
Industrials
2.79%
Communication
2.08%
Utilities
2.04%
Size Breakup
Large Cap
100.00%

Key Metrics

Beta 

0.99

Std deviation 

18.14%

Sharpe Ratio 

0.14

Top 10 Holdings

Fund Details

Investment Objectives
"The objective of the scheme is to generate returns that are commensurate with the performance of the Nifty, subject to tracking errors."
Scheme Name
Aditya Birla Sun Life Index Fund Dividend Payout
Scheme Document
Exit Load

After 0 Days : 0%

Plan Started
18 September, 2002
Fund Manager
Ajay Garg
Fund House Details
Fund House
Aditya Birla Sun Life AMC Ltd
Email
NA
Phone
+912243568110/8111
Address
Aditya Birla Sun Life AMC Ltd,One India Bulls Centre ,Tower 1, 17th Flr,,Jupiter Mill Compound,841,S.B. Marg,,Elphinstone Road

Other Related Plans

Peer Funds

Aditya Birla Sun Life Index Fund Dividend Payout

NAV

₹12.7143

INDmoney Analysis

    warning

    Fund is in Top 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Ajay Garg
Ajay Garg

Manager

Qualifications
B.E.(Electronics), MBA (Finance)
Work Experience
"Working with the AMC since Jan, 2003. Prior to this worked with Birla Sun Life Securities Ltd. Total Work Experience of 15 years in financial services."
Ajay Garg
Ajay Garg

leader

Qualifications
B.E.(Electronics), MBA (Finance)
Work Experience
"Working with the AMC since Jan, 2003. Prior to this worked with Birla Sun Life Securities Ltd. Total Work Experience of 15 years in financial services."

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