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Aditya Birla Sun Life Index Fund Growth+0.23%

41.64%
1 Year Return
Other
Index
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Index Fund Growth

RiskVery High
Min SIP Amount₹1000
Expense Ratio0.59%
NAV₹156.61 (23 Jul 2021)
Fund Started18 Sep 2002
Fund Size252 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
41.6%
13.0%
13.2%
9.8%
Category Average
48.0%
13.9%
14.2%
-
Rank Within Category
79
58
50
-
*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 41.6% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
2. Exit load is zero
Cons
1. 1Y Returns are lower than the category average returns
2. 3Y Returns are lower than the category average returns
3. 10Y Returns are lower than the category average returns
4. 5Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Reliance Industries Ltd.EnergyEquity10.0%
HDFC Bank Ltd.FinancialEquity9.6%
Infosys Ltd.TechnologyEquity8.6%
Housing Development Finance Corpn. Ltd.FinancialEquity6.5%
ICICI Bank Ltd.FinancialEquity6.4%
Tata Consultancy Services Ltd.TechnologyEquity5.1%
Kotak Mahindra Bank Ltd.FinancialEquity3.7%
Hindustan Unilever Ltd.FMCGEquity3.2%
Axis Bank Ltd.FinancialEquity2.8%
Larsen & Toubro Ltd.ConstructionEquity2.7%
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 Other 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 ₹252 Cr and the Latest NAV as of 23 Jul 2021 is ₹156.61.

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
Website
NA
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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