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Aditya Birla Sun Life Index Fund Growth+0.77%

56.35%
1 Year Return
Equity
Large Cap
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Index Fund Growth

RiskVery High
Min SIP Amount₹1000
Expense Ratio0.60%
NAV₹141.78 (22 Apr 2021)
Fund Started18 Sep 2002
Fund Size239 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
56.4%
11.1%
12.8%
9.8%
Category Average
50.8%
10.2%
12.9%
-
Rank Within Category
43
44
49
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount1,000
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 56.4% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
2. 1Y Returns are higher than the category average returns
3. 3Y Returns are higher than the category average returns
4. Exit load is zero
Cons
1. 10Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
HDFC Bank Ltd.FinancialEquity10.2%
Reliance Industries Ltd.EnergyEquity10.2%
Infosys Ltd.TechnologyEquity7.9%
Housing Development Finance Corpn. Ltd.FinancialEquity7.0%
ICICI Bank Ltd.FinancialEquity6.3%
Tata Consultancy Services Ltd.TechnologyEquity5.2%
Kotak Mahindra Bank Ltd.FinancialEquity4.0%
Hindustan Unilever Ltd.FMCGEquity3.4%
ITC Ltd.FMCGEquity3.0%
Axis Bank Ltd.FinancialEquity2.7%
See All

Fund Managers

Ajay Garg
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Aditya Birla Sun Life Index Fund Growth Details

Aditya Birla Sun Life Index Fund Growth is a Equity Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 18 Sep 2002. Ajay Garg is the Current Fund Manager of Aditya Birla Sun Life Index Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹239 Cr and the Latest NAV as of 22 Apr 2021 is ₹141.78.

The Aditya Birla Sun Life Index Fund Growth is rated Very High risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 1000.

Investment Objective

The scheme aims to generate returns that are commensurate with the performance of the Nifty subject to tracking error, through investments in companies whose securities included in Nifty and in money market instruments & cash.

Tax Implications

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Scheme Information Document(SID)

₹1000
Min for First Investment
₹1000
Min for Second Investment
Nil
Exit Load

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About Aditya Birla Sun Life Mutual Fund

Address
One India Bulls Centre ,Tower 1, 17th Flr, Jupiter Mill Compound,841,S.B. Marg,Elphinstone Road Mumbai 400 013
Phone
022 43568000
Launch Date
23 Dec 1994
Aditya Birla Sun Life Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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