Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund
Fund Details
- Expense Ratio: A charge to the mutual fund for handling your investments. It's a percentage of the fund's assets used for various expenses like administration and management.
- Exit Load : A fee paid to a mutual fund for leaving the investment early before a set period
- Lock In : Withdrawals are not allowed for this period
Current NAV
₹18.10
Expense Ratio
NA
Min SIP
₹1.00K
Fund Size
₹467Cr
Min Investment
₹100
Lock In
NA
Scheme Information Document
Exit load: Nil
Fund Performance
- Alpha: Excess returns relative to market benchmark,
- Beta : Volatility of the scheme relative to its market benchmark
- Sharpe Ratio : Risk-adjusted returns
- Risk : Volatility of the fund
Alpha
-0.09%
Beta
NA
Sharpe Ratio
0.235445
Risk
15.15%
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(3.24)%
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| Name | Sector(%) |
| Name | Assets(%) |
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- Nippon India Nifty 500 Quality 50 Index Fund
- Nippon India BSE Sensex Next 30 Index Fund
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- Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund
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- Tata Nifty Realty Index Fund
- Tata Nifty Auto Index Fund
- Tata Nifty Financial Services Index Fund
- Tata Nifty MidSmall Healthcare Index Fund
- Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund
- Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund
- Tata Nifty India Tourism Index Fund
- Tata Nifty200 Alpha 30 Index Fund
- Tata Nifty Capital Markets Index Fund
- Tata BSE Select Business Groups Index Fund
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- Groww Nifty Total Market Index Fund
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Priya Sridhar
Aditya Birla Sun Life Mutual FundTotal assets under management
₹385.00L Crores
Date of incorporation
5 Sept 1994
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund
Ans.
- Open the Rupeezy app.
- If you're on the Stocks or F&O screen, switch to the Mutual Funds section.
- Tap on Explore to browse available mutual fund schemes.
- Select the Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund (or any fund you want to invest in).
- Choose your investment mode: Lumpsum or SIP.
- Enter the investment amount.
- Complete the payment using UPI, Net Banking, or other available options.
Ans. The Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund has an AUM of ₹466.55 Cr as on 5/15/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 17.19%. The risk is Very High against the category average of 60.96.
Ans. Mutual fund taxation depends on the scheme type and investment holding period.
Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable.
LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024).
STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.
Ans. There is no lock-in period applicable on Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund.
Ans. The expense ratio of Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund is 0.9%.