Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund - Direct Plan has delivered 80.13% absolute return over the last 5 years.
The average return for funds is 61.66% .
This fund ranks #31 in its category based on 5-year returns.
The largest portfolio holding is HCL TECHNOLOGIES LTD with a portfolio weight of 2.35% .
The fund currently owns more than 52 stocks.
The top 10 holdings account for 22.25% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 8.16% | 2.52% |
| 2 Year Return | 36.05% | 14.81% |
| 3 Year Return | 61.54% | 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 | 0.26% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Information Technology |
2.35%
|
|
| 2 | Consumer Discretionary |
2.30%
|
|
| 3 | E-Commerce/E-Retail |
2.29%
|
|
| 4 | Non-Banking Financial Company (NBFC) |
2.24%
|
|
| 5 | Holding Company |
2.22%
|
|
| 6 | Information Technology |
2.20%
|
|
| 7 | Consumer Discretionary |
2.19%
|
|
| 8 | Information Technology |
2.18%
|
|
| 9 | Consumer Discretionary |
2.16%
|
|
| 10 | Food Processing & Packaging |
2.12%
|
|
| 11 | Consumer Discretionary |
2.09%
|
|
| 12 | Investment Company |
2.09%
|
Minimum Purchase: ₹100
Exit Load:
Lock-in: 1
Risk: Moderate Risk
Aditya Birla Sun Life Nifty 50 Equal Weight 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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