{"id":224340,"date":"2026-08-31T15:07:16","date_gmt":"2026-08-31T09:37:16","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-bse-india-infrastructure-index-fund-direct-growth-review-2026\/"},"modified":"2026-09-16T08:00:28","modified_gmt":"2026-09-16T02:30:28","slug":"aditya-birla-sl-bse-india-infrastructure-index-fund-direct-growth-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-bse-india-infrastructure-index-fund-direct-growth-review-2026\/","title":{"rendered":"Aditya Birla SL BSE India Infrastructure Index Fund Direct Growth Review 2026: NAV, Returns, Portfolio &#038; Should You Invest?"},"content":{"rendered":"<p><a href=\"https:\/\/univest.in\/mutual-funds\/aditya-birla-sl-bse-india-infrastructure-index-fund-g-direct-plan\">Aditya Birla SL BSE India Infrastructure Index Fund Direct Growth Plan<\/a> has a NAV of \u20b98.8256 as of 15 September 2026 and an AUM of \u20b930 Cr. Its 1-year, 3-year and 5-year returns are -1.3%, 0% and 0%, and it sits in the High Risk category. Our view is that this is a narrow infrastructure-focused index fund that may suit investors who want theme exposure and can live with uneven short-term outcomes.<\/p>\n<p>Because the recent return pattern remains weak while the portfolio is concentrated in a handful of large infrastructure, power, logistics and transport names, this fund looks better suited to a higher-risk allocation than to a core holding. Its benchmark behaviour has also been choppy, so investor expectations need to stay measured.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-bse-india-infrastructure-index-fund-direct-growth-review-2026\/#Quick_facts\" title=\"Quick facts\">Quick facts<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-bse-india-infrastructure-index-fund-direct-growth-review-2026\/#Performance\" title=\"Performance\">Performance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-bse-india-infrastructure-index-fund-direct-growth-review-2026\/#Should_you_BUY_or_HOLD_Aditya_Birla_SL_BSE_India_Infrastructure_Index\" title=\"Should you BUY or HOLD Aditya Birla SL BSE India Infrastructure Index?\">Should you BUY or HOLD Aditya Birla SL BSE India Infrastructure Index?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-bse-india-infrastructure-index-fund-direct-growth-review-2026\/#Peer_comparison\" title=\"Peer comparison\">Peer comparison<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-bse-india-infrastructure-index-fund-direct-growth-review-2026\/#Portfolio_where_your_money_goes\" title=\"Portfolio: where your money goes\">Portfolio: where your money goes<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-bse-india-infrastructure-index-fund-direct-growth-review-2026\/#Who_should_invest\" title=\"Who should invest\">Who should invest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-bse-india-infrastructure-index-fund-direct-growth-review-2026\/#Tax_and_exit_load\" title=\"Tax and exit load\">Tax and exit load<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-bse-india-infrastructure-index-fund-direct-growth-review-2026\/#Frequently_asked_questions\" title=\"Frequently asked questions\">Frequently asked questions<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-bse-india-infrastructure-index-fund-direct-growth-review-2026\/#What_is_the_current_NAV_of_Aditya_Birla_SL_BSE_India_Infrastructure_Index_Fund_Direct_Growth_Plan\" title=\"What is the current NAV of Aditya Birla SL BSE India Infrastructure Index Fund Direct Growth Plan?\">What is the current NAV of Aditya Birla SL BSE India Infrastructure Index Fund Direct Growth Plan?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-bse-india-infrastructure-index-fund-direct-growth-review-2026\/#What_are_the_1-year_3-year_and_5-year_returns\" title=\"What are the 1-year, 3-year and 5-year returns?\">What are the 1-year, 3-year and 5-year returns?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-bse-india-infrastructure-index-fund-direct-growth-review-2026\/#How_does_the_fund_compare_with_its_benchmark\" title=\"How does the fund compare with its benchmark?\">How does the fund compare with its benchmark?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-bse-india-infrastructure-index-fund-direct-growth-review-2026\/#How_does_it_compare_with_peer_funds_on_recent_returns\" title=\"How does it compare with peer funds on recent returns?\">How does it compare with peer funds on recent returns?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-bse-india-infrastructure-index-fund-direct-growth-review-2026\/#What_is_the_minimum_SIP_amount\" title=\"What is the minimum SIP amount?\">What is the minimum SIP amount?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-bse-india-infrastructure-index-fund-direct-growth-review-2026\/#Who_manages_the_fund_and_what_is_the_exit_load\" title=\"Who manages the fund and what is the exit load?\">Who manages the fund and what is the exit load?<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-bse-india-infrastructure-index-fund-direct-growth-review-2026\/#Bottom_line\" title=\"Bottom line\">Bottom line<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-bse-india-infrastructure-index-fund-direct-growth-review-2026\/#Explore_mutual_funds_with_Univest\" title=\"Explore mutual funds with Univest\">Explore mutual funds with Univest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-bse-india-infrastructure-index-fund-direct-growth-review-2026\/#RIA_disclosure\" title=\"RIA disclosure\">RIA disclosure<\/a><\/li><\/ul><\/nav><\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Quick_facts\"><\/span>Quick facts<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Particular<\/th>\n<th>Details<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>NAV<\/td>\n<td>\u20b98.8256 as of 15 Sep 2026<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b930 Cr<\/td>\n<\/tr>\n<tr>\n<td>Expense Ratio<\/td>\n<td>0.42%<\/td>\n<\/tr>\n<tr>\n<td>Launch Date<\/td>\n<td>04 Dec 2024<\/td>\n<\/tr>\n<tr>\n<td>Min SIP<\/td>\n<td>\u20b9500<\/td>\n<\/tr>\n<tr>\n<td>Risk Category<\/td>\n<td>High Risk<\/td>\n<\/tr>\n<tr>\n<td>Benchmark<\/td>\n<td>Nifty 50<\/td>\n<\/tr>\n<tr>\n<td>Fund Category<\/td>\n<td>Index Funds<\/td>\n<\/tr>\n<tr>\n<td>Exit Load<\/td>\n<td>0.05% on or before 30D, Nil after 30D<\/td>\n<\/tr>\n<tr>\n<td>Fund Managers<\/td>\n<td>Mehul Dama, Priya Sridhar<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund is managed by Mehul Dama and Priya Sridhar.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 15 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Performance\"><\/span>Performance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Period<\/th>\n<th>Fund return<\/th>\n<th>Benchmark return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>1M<\/td>\n<td>-4.01%<\/td>\n<td>-4.81%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>-8.46%<\/td>\n<td>-3.63%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>-1.3%<\/td>\n<td>-8.27%<\/td>\n<\/tr>\n<tr>\n<td>3Y<\/td>\n<td>0%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td>5Y<\/td>\n<td>0%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The recent picture is uneven. The fund has fallen over the 1-month and 3-month windows, and the 3-month decline is sharper than the benchmark\u2019s move in the same period. That tells us the scheme has had a rougher short-term path than the broader index used for comparison.<\/p>\n<p>Over the 1-year period, the story changes. The fund\u2019s return is less negative than the benchmark return, which suggests that even though both have been under pressure, this scheme held up better across the year than the comparison index. That is a useful offset, but it does not erase the weakness seen in the more recent window.<\/p>\n<p>The 3-year and 5-year figures do not yet give a mature compounding picture, because the fund launched only in December 2024. In practical terms, the long-horizon numbers simply reflect the scheme\u2019s short life rather than a full market cycle. For investors, the main signal is that this is still a young product with a performance record that has not yet settled into a consistent trend.<\/p>\n<p>Its time pattern also suggests sensitivity to sector moves. The shorter-term swings are noticeable, so investors should expect the fund to track infrastructure-linked market sentiment closely. That makes it less suitable for those who want steadier outcomes and more relevant for those who are comfortable with cyclical moves in exchange for theme exposure.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 15 Sep 2026<\/small><\/p>\n<section class=\"univest-mf-premium-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;border:1px solid #d8e3f0;background:#f7faff\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Should_you_BUY_or_HOLD_Aditya_Birla_SL_BSE_India_Infrastructure_Index\"><\/span>Should you BUY or HOLD Aditya Birla SL BSE India Infrastructure Index?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>A fund&#8217;s past returns alone don&#8217;t tell you whether you should buy it today or continue holding it.<\/p>\n<p>The right decision depends on factors such as your current allocation, purchase price, risk profile, investment horizon and the role this fund plays in your overall portfolio.<\/p>\n<p><strong>Already holding Aditya Birla SL BSE India Infrastructure Index? Thinking of investing now?<\/strong><\/p>\n<p><a href=\"https:\/\/univest.in\/mutual-funds\" style=\"font-weight:700;text-decoration:none\">Get your portfolio analysed for FREE by SEBI-registered Investment Adviser (RIA) through Univest MF Premium<\/a><\/p>\n<\/section>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Peer_comparison\"><\/span>Peer comparison<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Fund<\/th>\n<th>1Y return<\/th>\n<th>3Y return<\/th>\n<th>5Y return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/aditya-birla-sl-bse-india-infrastructure-index-fund-g-direct-plan\">Aditya Birla SL BSE India Infrastructure Index Fund Direct Growth Plan<\/a><\/td>\n<td>-1.3%<\/td>\n<td>0%<\/td>\n<td>0%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/icici-pru-nasdaq-100-index-fund-g-direct-plan\">ICICI Pru NASDAQ 100 Index Fund Direct Growth Plan<\/a><\/td>\n<td>32.61%<\/td>\n<td>29.92%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/motilal-oswal-nifty-india-defence-index-fund-g-direct-plan\">Motilal Oswal Nifty India Defence Index Fund Direct Growth Plan<\/a><\/td>\n<td>26.23%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/aditya-birla-sl-bse-india-defence-index-fund-g-direct-plan\">Aditya Birla SL Nifty India Defence Index Fund Direct Growth Plan<\/a><\/td>\n<td>26.22%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/motilal-oswal-nifty-capital-market-index-fund-g-direct-plan\">Motilal Oswal Nifty Capital Market Index Fund Direct Growth Plan<\/a><\/td>\n<td>26.18%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/tata-nifty-capital-markets-index-fund-g-direct-plan\">Tata Nifty Capital Markets Index Fund Direct Growth Plan<\/a><\/td>\n<td>25.91%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>This assessment is prepared by Uniapps Investment Adviser Pvt. Ltd. under SEBI Registered Investment Adviser registration INA000017639.<\/p>\n<p>The fund\u2019s 1-year return is well below the stronger recent figures seen in the peer set, while the 3-year figure is not yet meaningful in the same way because of the fund\u2019s short history. That creates a clear split between this scheme\u2019s early-track record and the stronger momentum posted by several peers over the same recent period.<\/p>\n<p>On the longer side, the comparison is limited because most peers do not have 3-year or 5-year figures available in this set. Where a 3-year figure is available, it is materially stronger for the peer fund, but that is not a direct like-for-like verdict on quality because the products have different structures and operating histories. The key takeaway is that the short-term comparison is not favorable to this fund, while the limited longer-horizon evidence does not yet build a strong independent case either.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 15 Sep 2026<\/small><\/p>\n<div class=\"univest-peer-login-cta\" style=\"margin:20px 0;padding:16px 18px;border:1px solid #d8e3f0;border-radius:8px;background:#f7faff\">\n<p style=\"margin:0\"><strong>Want to know more?<\/strong> <a href=\"https:\/\/univest.in\/user\/log-in\" style=\"font-weight:700;text-decoration:none\">Log in to Univest<\/a> for more mutual fund insights.<\/p>\n<\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Portfolio_where_your_money_goes\"><\/span>Portfolio: where your money goes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding<\/th>\n<th>Sector<\/th>\n<th>Weight<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Larsen &amp; Toubro Ltd.<\/td>\n<td>Infrastructure<\/td>\n<td>10.6%<\/td>\n<\/tr>\n<tr>\n<td>Adani Ports and Special Economic Zone Ltd.<\/td>\n<td>Logistics<\/td>\n<td>8.81%<\/td>\n<\/tr>\n<tr>\n<td>Interglobe Aviation Ltd.<\/td>\n<td>Aviation<\/td>\n<td>8.5%<\/td>\n<\/tr>\n<tr>\n<td>NTPC Ltd.<\/td>\n<td>Power<\/td>\n<td>8.45%<\/td>\n<\/tr>\n<tr>\n<td>Oil &amp; Natural Gas Corporation Ltd.<\/td>\n<td>Crude Oil<\/td>\n<td>6.62%<\/td>\n<\/tr>\n<tr>\n<td>Power Grid Corporation of India Ltd.<\/td>\n<td>Power<\/td>\n<td>6.53%<\/td>\n<\/tr>\n<tr>\n<td>Kalpataru Projects International Ltd.<\/td>\n<td>Infrastructure<\/td>\n<td>5.04%<\/td>\n<\/tr>\n<tr>\n<td>Adani Power Ltd.<\/td>\n<td>Power<\/td>\n<td>4.36%<\/td>\n<\/tr>\n<tr>\n<td>Rail Vikas Nigam Ltd.<\/td>\n<td>Infrastructure<\/td>\n<td>3.76%<\/td>\n<\/tr>\n<tr>\n<td>Power Finance Corporation Ltd.<\/td>\n<td>Finance<\/td>\n<td>3.67%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The largest holding, Larsen &amp; Toubro Ltd., carries a 10.6% weight, which is meaningful for a single stock inside a theme fund. After that, the weights step down steadily rather than collapsing, but the top end still dominates the visible list.<\/p>\n<p>The gap from the largest holding to the tenth holding is 6.93 percentage points, so the portfolio does not rely on one position alone, but the top names are still influential. That shape may matter because the fund\u2019s returns can be affected by how the infrastructure, power, logistics and transport names behave together.<\/p>\n<p>The top 10 holdings account for approximately 66.34% of the portfolio, and there are 26 disclosed holdings in total. That suggests a fairly concentrated structure at the top with a longer tail beneath it, so the fund may offer broad theme participation without being spread so thin that the key positions lose influence.<\/p>\n<p>To see all holdings, visit the <a href=\"https:\/\/univest.in\/mutual-funds\/aditya-birla-sl-bse-india-infrastructure-index-fund-g-direct-plan\">Aditya Birla SL BSE India Infrastructure Index Fund Direct Growth Plan<\/a> page<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 15 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_should_invest\"><\/span>Who should invest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund is better suited to investors who can accept High Risk and are comfortable with theme-led volatility. The short-term return pattern has been uneven, while the 1-year figure is still negative, so the fund is not built for someone seeking steady near-term outcomes.<\/p>\n<p>It makes more sense for a medium- to long-term horizon where the investor is willing to let the infrastructure theme play out through cycles. The trade-off is that the same concentration that can create upside in a strong sector phase can also leave the fund exposed when the theme cools.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Tax_and_exit_load\"><\/span>Tax and exit load<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding period<\/th>\n<th>Tax rate<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Units held less than 1 year<\/td>\n<td>20%<\/td>\n<td>Short-term capital gains tax<\/td>\n<\/tr>\n<tr>\n<td>Units held more than 1 year<\/td>\n<td>12.5%<\/td>\n<td>Long-term capital gains tax<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><strong>Exit load:<\/strong> 0.05% on or before 30D, Nil after 30D.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 15 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Frequently_asked_questions\"><\/span>Frequently asked questions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_is_the_current_NAV_of_Aditya_Birla_SL_BSE_India_Infrastructure_Index_Fund_Direct_Growth_Plan\"><\/span>What is the current NAV of Aditya Birla SL BSE India Infrastructure Index Fund Direct Growth Plan?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The current NAV is \u20b98.8256 as of 15 September 2026.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_are_the_1-year_3-year_and_5-year_returns\"><\/span>What are the 1-year, 3-year and 5-year returns?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The 1-year return is -1.3%, while the 3-year and 5-year returns are both 0%.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_does_the_fund_compare_with_its_benchmark\"><\/span>How does the fund compare with its benchmark?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Over 1 year, the fund has done better than the benchmark because its return is less negative. In the shorter 1-month and 3-month windows, the fund has been weaker than the benchmark.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_does_it_compare_with_peer_funds_on_recent_returns\"><\/span>How does it compare with peer funds on recent returns?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Its 1-year return is far below several peer funds in this comparison set. Where longer-horizon peer figures are available, the peer fund shown with a 3-year return also stands ahead on that measure.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_is_the_minimum_SIP_amount\"><\/span>What is the minimum SIP amount?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The minimum SIP amount is \u20b9500.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_manages_the_fund_and_what_is_the_exit_load\"><\/span>Who manages the fund and what is the exit load?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The fund is managed by Mehul Dama and Priya Sridhar. The exit load is 0.05% on or before 30 days, and nil after 30 days.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Bottom_line\"><\/span>Bottom line<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Aditya Birla SL BSE India Infrastructure Index Fund Direct Growth Plan shows a mixed picture: the 1-year return remains weak, while the benchmark comparison is better over 1 year but not over the most recent shorter windows. Relative to peers in this set, the recent return profile is subdued, and the fund still has a short operating history. The concentrated top holdings in infrastructure, power and logistics give it clear theme exposure, which can work for investors willing to take High Risk and hold through cycles, but it is not a natural fit for conservative portfolios.<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 16 September 2026 at 7:59 AM IST<\/p>\n<section class=\"univest-login-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;background:#eef5ff;border:1px solid #cddff7;text-align:center\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Explore_mutual_funds_with_Univest\"><\/span>Explore mutual funds with Univest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Review mutual fund data, compare performance and explore fund insights on Univest.<\/p>\n<p><a href=\"https:\/\/univest.in\/user\/log-in\" style=\"display:inline-block;padding:11px 20px;border-radius:6px;background:#1f4e79;color:#fff !important;text-decoration:none;font-weight:700\">Explore Univest<\/a><\/p>\n<\/section>\n<section class=\"univest-disclaimer\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"RIA_disclosure\"><\/span>RIA disclosure<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This review is prepared by Uniapps Investment Adviser Pvt. Ltd. (earlier known as Uniapps Global Research Pvt. Ltd.) under SEBI Registered Investment Adviser registration INA000017639 for general informational purposes and is not personalized investment advice.<\/p>\n<\/section>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"InvestmentFund\",\"name\":\"Aditya Birla SL BSE India Infrastructure Index Fund Direct Growth Plan\",\"identifier\":\"aditya-birla-sl-bse-india-infrastructure-index-fund-g-direct-plan\",\"category\":\"Index Funds\",\"dateCreated\":\"04 Dec 2024\",\"isAccessibleForFree\":true,\"additionalProperty\":[{\"@type\":\"PropertyValue\",\"name\":\"NAV\",\"value\":8.8256,\"valueReference\":\"as of 15 Sep 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"30 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"0.42\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty 50\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":-1.3},{\"@type\":\"PropertyValue\",\"name\":\"3Y Return\",\"value\":0},{\"@type\":\"PropertyValue\",\"name\":\"5Y Return\",\"value\":0},{\"@type\":\"PropertyValue\",\"name\":\"Fund Managers\",\"value\":\"Mehul Dama, Priya Sridhar\"}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the current NAV of Aditya Birla SL BSE India Infrastructure Index Fund Direct Growth Plan?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The current NAV is \u20b98.8256 as of 15 September 2026.\"}},{\"@type\":\"Question\",\"name\":\"What are the 1-year, 3-year and 5-year returns?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The 1-year return is -1.3%, while the 3-year and 5-year returns are both 0%.\"}},{\"@type\":\"Question\",\"name\":\"How does the fund compare with its benchmark?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Over 1 year, the fund has done better than the benchmark because its return is less negative. In the shorter 1-month and 3-month windows, the fund has been weaker than the benchmark.\"}},{\"@type\":\"Question\",\"name\":\"How does it compare with peer funds on recent returns?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Its 1-year return is far below several peer funds in this comparison set. Where longer-horizon peer figures are available, the peer fund shown with a 3-year return also stands ahead on that measure.\"}},{\"@type\":\"Question\",\"name\":\"What is the minimum SIP amount?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The minimum SIP amount is \u20b9500.\"}},{\"@type\":\"Question\",\"name\":\"Who manages the fund and what is the exit load?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund is managed by Mehul Dama and Priya Sridhar. The exit load is 0.05% on or before 30 days, and nil after 30 days.\"}}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Organization\",\"name\":\"Uniapps Investment Adviser Pvt. Ltd.\",\"description\":\"SEBI Registered Investment Adviser INA000017639\"}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Aditya Birla SL BSE India Infrastructure Index Fund Direct Growth Plan has a NAV of \u20b98.8256 as of 15 September 2026, AUM of \u20b930 Cr and 1Y return of -1.3%.<\/p>\n","protected":false},"author":38,"featured_media":247632,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3841],"tags":[],"class_list":["post-224340","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["247632"],"rank_math_title":["Aditya Birla SL BSE Infra Index Fund Review 2026"],"rank_math_description":["Aditya Birla SL BSE India Infrastructure Index Fund Direct Growth Plan review: NAV \u20b98.8256, 1Y return -1.3%, High Risk."],"rank_math_focus_keyword":["Aditya Birla SL BSE India Infrastructure Index Fund Direct Growth Plan review"],"rank_math_robots":["a:2:{i:0;s:7:\"noindex\";i:1;s:8:\"nofollow\";}"]},"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/univest.in\/blogs-2\/wp-content\/uploads\/2026\/09\/Aditya_Birla_SL_BSE_India_Infrastructure_Index_Fund_Direct_Growth_Review_2026_NAV_Returns_Portfolio_Should_You_Invest_neutral.png","_links":{"self":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/224340","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/users\/38"}],"replies":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/comments?post=224340"}],"version-history":[{"count":1,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/224340\/revisions"}],"predecessor-version":[{"id":247634,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/224340\/revisions\/247634"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media\/247632"}],"wp:attachment":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media?parent=224340"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/categories?post=224340"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/tags?post=224340"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}