Aditya Birla Sun Life Mutual Fund
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund-Direct Growth
Index / ETF
— 3Y
Aditya Birla Sun Life Mutual Fund
Index / ETF · Direct Plan · Growth · Live NAV & returns (MFAPI); TER/AUM/managers illustrative
Benchmark · Nifty 50 TRI
Aditya Birla Sun Life Crisil IBX 60:40 SDL+AAA PSU-APR 2025 Index Fund-Direct Growth is an open-ended index / etf scheme managed by Aditya Birla Sun Life Mutual Fund. The objective is long-term capital appreciation through disciplined diversification.
Annualised returns versus benchmark — validate against official AMC factsheets before investing.
| Period | Fund CAGR | Benchmark | Active (illustrative) |
|---|---|---|---|
| 1 Year | +7.1% | +4.5% | +2.6% |
| Since inception | +7.0% | +5.2% | +1.8% |
Downside and volatility diagnostics — combine with horizon and liquidity needs when sizing allocations.
Std. deviation (3Y ann.)
16%
Higher dispersion implies wider NAV swings.
Beta vs benchmark
0.92
Category avg beta 0.95.
Sharpe (risk-adjusted)
0.81
Illustrative ratio — use alongside drawdowns.
Max drawdown (stress)
-22.2%
Peak-to-trough NAV decline on modelled history.
3Y alpha
-0.2%
Versus benchmark on illustrated methodology.
Top positions and sector sleeves — illustrative placeholder data; MFAPI does not provide portfolio holdings.
| Security | Sector | Weight % |
|---|---|---|
| UltraTech Cement Ltd. | Materials | 13.5% |
| HDFC Bank Ltd. | Financial Services | 10% |
| Reliance Industries Ltd. | Energy | 5.7% |
| ICICI Bank Ltd. | Financial Services | 12.4% |
| Infosys Ltd. | Information Technology | 14.5% |
| Tata Consultancy Services Ltd. | Information Technology | 9.3% |
| Larsen & Toubro Ltd. | Construction | 12.3% |
| Bharti Airtel Ltd. | Telecommunication | 13.8% |
TER not yet available
Expense ratio data will appear once the fund's full factsheet has been ingested. Check the AMC website for the latest SID/KIM.
Lead fund manager
Managing strategy since 2022
Seasoned allocator with coverage across Indian equities and macro attribution frameworks.
Execution & risk oversight
Supporting desk since 2021
Focus on liquidity, derivatives overlays, and adherence to mandate guardrails.
Normalised NAV trajectory vs modelled benchmark — last 36 monthly ticks.
Aditya Birla Sun Life Mutual Fund
Index / ETF
Aditya Birla Sun Life Mutual Fund
Index / ETF
Aditya Birla Sun Life Mutual Fund
Index / ETF
Aditya Birla Sun Life Mutual Fund
Index / ETF
Aditya Birla Sun Life Mutual Fund
Index / ETF
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Authenticated users only. Submissions stay pending until an admin approves them — one review per fund per account.
Investor H
2026-06-15
Charts load instantly on fibre — impressive polish.
Investor G
2026-01-15
Clean disclosure layout — finally see TER and risk together.
Investor F
2026-08-15
Compare tray makes advisor conversations faster.
Aditya Birla Sun Life Crisil IBX 60:40 SDL+AAA PSU-APR 2025 Index Fund-Direct Growth
Research-only · No transactions