Aditya Birla Sun Life BSE 500 Quality 50 Index Fund - Direct Plan does not yet have a 5-year performance history.
The average return for funds is 61.66% .
The largest portfolio holding is HCL TECHNOLOGIES LTD with a portfolio weight of 4.59% .
The fund currently owns more than 52 stocks.
The top 10 holdings account for 40.61% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | N/A | 2.52% |
| 2 Year Return | N/A | 14.81% |
| 3 Year Return | N/A | 41.29% |
| 4 Year Return | N/A | 54.54% |
| 5 Year Return | N/A | 61.66% |
| 6 Year Return | N/A | 80.31% |
| 7 Year Return | N/A | 90.53% |
| Expense Ratio | 0.18% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Information Technology |
4.59%
|
|
| 2 | Aerospace & Defense |
4.25%
|
|
| 3 | Information Technology |
4.24%
|
|
| 4 | Consumer Discretionary |
4.23%
|
|
| 5 | Food Processing & Packaging |
4.05%
|
|
| 6 | Consumer Staples |
4.04%
|
|
| 7 | Consumer Staples |
3.82%
|
|
| 8 | Information Technology |
3.81%
|
|
| 9 | Industrials |
3.80%
|
|
| 10 | Exchange Platform |
3.78%
|
|
| 11 | Consumer Staples |
3.74%
|
|
| 12 | Materials |
3.54%
|
Minimum Purchase: ₹500
Exit Load: For redemption/switch out of units on or before 15 days from the date of allotment - 0.10% of applicable NAV For redemption/switch out of units on or after 15 days from the date of allotment - Nil
Lock-in: 1
Risk: Moderate Risk
Aditya Birla Sun Life BSE 500 Quality 50 Index Fund - Direct Plan is managed by BirlaSunLife .
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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