Aditya Birla Sun Life Nifty SDL Apr 2027 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 STATE GOVERNMENT SECURITIES 29 03 2027 with a portfolio weight of 5.26% .
The fund currently owns more than 79 stocks.
The top 10 holdings account for 37.31% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 10.40% | 2.52% |
| 2 Year Return | 23.85% | 14.81% |
| 3 Year Return | 32.93% | 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 |
5.26%
|
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| 2 |
4.88%
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| 3 |
4.60%
|
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| 4 |
4.42%
|
||
| 5 |
4.02%
|
||
| 6 |
2.96%
|
||
| 7 |
2.92%
|
||
| 8 |
2.91%
|
||
| 9 |
2.76%
|
||
| 10 |
2.59%
|
||
| 11 |
2.48%
|
||
| 12 | Finance & Investments |
2.44%
|
Minimum Purchase: ₹500
Exit Load:
Lock-in: 1
Risk: Low Risk
Aditya Birla Sun Life Nifty SDL Apr 2027 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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