{"id":224806,"date":"2026-08-31T16:58:46","date_gmt":"2026-08-31T11:28:46","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-nifty-50-index-fund-direct-growth-review-2026\/"},"modified":"2026-09-09T16:05:34","modified_gmt":"2026-09-09T10:35:34","slug":"aditya-birla-sl-nifty-50-index-fund-direct-growth-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-nifty-50-index-fund-direct-growth-review-2026\/","title":{"rendered":"Aditya Birla SL Nifty 50 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-nifty-50-index-fund-g-direct-plan\">Aditya Birla SL Nifty 50 Index Fund Direct Growth Plan<\/a> is an index fund with a NAV of \u20b9247.0117 as of 08 Sep 2026 and scheme AUM of \u20b91,488 Cr. Its 1-year, 3-year and 5-year returns are -3%, 7.42% and 7.47%, respectively, and the fund sits in the High Risk category. Our view is that this is a straightforward Nifty 50 tracker for investors who want benchmark-style equity exposure and are comfortable with market swings rather than seeking active return outperformance.<\/p>\n<p>The fund has stayed close to its benchmark over time, but the shorter window has been weak, with the recent 1-year period still negative. The longer 3-year and 5-year numbers are steadier, which suggests the fund can participate in equity compounding when markets are supportive, even though near-term moves can remain uneven.<\/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-nifty-50-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-nifty-50-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-nifty-50-index-fund-direct-growth-review-2026\/#Should_you_BUY_or_HOLD_Aditya_Birla_SL_Nifty_50_Index\" title=\"Should you BUY or HOLD Aditya Birla SL Nifty 50 Index?\">Should you BUY or HOLD Aditya Birla SL Nifty 50 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-nifty-50-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-nifty-50-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-nifty-50-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-nifty-50-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-nifty-50-index-fund-direct-growth-review-2026\/#Frequently_asked_questions\" title=\"Frequently asked questions\">Frequently asked questions<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-nifty-50-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-10\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-nifty-50-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-11\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-nifty-50-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>\u20b9247.0117 as of 08 Sep 2026<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b91,488 Cr<\/td>\n<\/tr>\n<tr>\n<td>Expense Ratio<\/td>\n<td>0.2%<\/td>\n<\/tr>\n<tr>\n<td>Launch Date<\/td>\n<td>01 Jan 2013<\/td>\n<\/tr>\n<tr>\n<td>Min SIP<\/td>\n<td>\u20b9100<\/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>No exit load after holding period<\/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 08 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>-3.83%<\/td>\n<td>-3.86%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>2.24%<\/td>\n<td>1.69%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>-3%<\/td>\n<td>-5.72%<\/td>\n<\/tr>\n<tr>\n<td>3Y<\/td>\n<td>7.42%<\/td>\n<td>6.3%<\/td>\n<\/tr>\n<tr>\n<td>5Y<\/td>\n<td>7.47%<\/td>\n<td>6.05%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund has been broadly in line with the benchmark in the very short term, but it has not escaped the recent weakness in large-cap equities. Over 1 month, both the fund and the benchmark were negative by a similar amount, which tells us this is still a market-linked product rather than a defensive buffer in falling markets.<\/p>\n<p>The 3-month picture is more constructive. The fund outperformed the benchmark in that window, which indicates it recovered a bit better during the recent rebound phase. That said, the gain was modest, so we would read it as stabilisation rather than a strong momentum phase.<\/p>\n<p>Over longer horizons, the fund has stayed ahead of the benchmark in both 3-year and 5-year periods. The margin is not large, but it is consistent, and that is important for an index fund because the goal is typically close tracking with a small edge from expenses and implementation. The one-year return is still negative, so the recent stretch is clearly weaker than the multi-year trend.<\/p>\n<p>Overall, the pattern says the fund has behaved like a normal equity index strategy: sensitive in down cycles, then able to regain ground over time. For investors, that means the main question is not whether the fund can beat the market dramatically, but whether they can tolerate the short-run fluctuations that come with holding a broad market index through softer phases.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 08 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_Nifty_50_Index\"><\/span>Should you BUY or HOLD Aditya Birla SL Nifty 50 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 Nifty 50 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-nifty-50-index-fund-g-direct-plan\">Aditya Birla SL Nifty 50 Index Fund Direct Growth Plan<\/a><\/td>\n<td>-3%<\/td>\n<td>7.42%<\/td>\n<td>7.47%<\/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>33.85%<\/td>\n<td>29.56%<\/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>32.69%<\/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-nifty-india-defence-index-fund-g-direct-plan\">Aditya Birla SL Nifty India Defence Index Fund Direct Growth Plan<\/a><\/td>\n<td>29.61%<\/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>25.87%<\/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>25.59%<\/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. The fund\u2019s 1-year return is far below the strong one-year numbers shown by the peer list, but that gap is driven by the fund\u2019s different benchmark and market exposure. Its 3-year and 5-year results are steadier, and on those longer periods it looks more in line with a broad-market index strategy than with the high-growth peer names shown here.<\/p>\n<p>What stands out is the split between the short-term and longer-term picture. Peers with available 1-year figures have much stronger momentum, while this fund\u2019s longer-horizon profile is more measured and benchmark-like. That makes the comparison useful for setting expectations: this fund appears built more for core Nifty 50 exposure than for chasing recent sector-led strength.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 08 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>HDFC Bank Ltd.<\/td>\n<td>Bank<\/td>\n<td>9.86%<\/td>\n<\/tr>\n<tr>\n<td>ICICI Bank Ltd.<\/td>\n<td>Bank<\/td>\n<td>9.46%<\/td>\n<\/tr>\n<tr>\n<td>Reliance Industries Ltd.<\/td>\n<td>Crude Oil<\/td>\n<td>7.83%<\/td>\n<\/tr>\n<tr>\n<td>Bharti Airtel Ltd.<\/td>\n<td>Telecom<\/td>\n<td>5%<\/td>\n<\/tr>\n<tr>\n<td>Larsen &amp; Toubro Ltd.<\/td>\n<td>Infrastructure<\/td>\n<td>4.3%<\/td>\n<\/tr>\n<tr>\n<td>State Bank of India<\/td>\n<td>Bank<\/td>\n<td>3.98%<\/td>\n<\/tr>\n<tr>\n<td>Infosys Ltd.<\/td>\n<td>IT<\/td>\n<td>3.61%<\/td>\n<\/tr>\n<tr>\n<td>Axis Bank Ltd.<\/td>\n<td>Bank<\/td>\n<td>3.39%<\/td>\n<\/tr>\n<tr>\n<td>Kotak Mahindra Bank Ltd.<\/td>\n<td>Bank<\/td>\n<td>2.8%<\/td>\n<\/tr>\n<tr>\n<td>Mahindra &amp; Mahindra Ltd.<\/td>\n<td>Automobile &amp; Ancillaries<\/td>\n<td>2.66%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The top 10 holdings account for approximately 52.89% of the portfolio.<\/p>\n<p>To see all holdings, visit the <a href=\"https:\/\/univest.in\/mutual-funds\/aditya-birla-sl-nifty-50-index-fund-g-direct-plan\">Aditya Birla SL Nifty 50 Index Fund Direct Growth Plan<\/a> page<\/p>\n<p>The largest holding, HDFC Bank Ltd., is 9.86%, which is large enough to have a meaningful influence on near-term fund moves. ICICI Bank Ltd. at 9.46% and Reliance Industries Ltd. at 7.83% follow closely, so the top end of the portfolio is anchored by a few large names rather than a single dominant position.<\/p>\n<p>The weight drop from the largest holding to the tenth holding is noticeable, moving from 9.86% to 2.66%. That gap suggests the fund may still be sensitive to the behaviour of its heaviest names, even though exposure is spread across 49 disclosed holdings overall. Because the top 10 together make up about 52.89% of the portfolio, the disclosed holdings look fairly concentrated at the top while still leaving room for a longer tail.<\/p>\n<p>For investors, that mix may mean the fund\u2019s day-to-day movements can lean on a relatively small set of large-cap stocks, especially the banking names that appear several times in the list. At the same time, the broader set of 49 holdings may help reduce the impact of any one position over a full market cycle.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 08 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 suited to investors who are comfortable with High Risk equity exposure and who can stay invested for a longer horizon. The return pattern shows that the fund can look weak over short windows, but it has been steadier over 3-year and 5-year periods, which makes patience important.<\/p>\n<p>The main trade-off is simple: you get broad Nifty 50 exposure and close benchmark-style behaviour, but you must accept that the fund can still post negative returns in weaker market phases. Compared with the peer list, its recent return profile is much softer, so it is better viewed as a core large-cap allocation than a momentum-led choice.<\/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> No exit load after holding period.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 08 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<p><strong>What is the current NAV of Aditya Birla SL Nifty 50 Index Fund Direct Growth Plan?<\/strong><br \/>Its NAV is \u20b9247.0117 as of 08 Sep 2026.<\/p>\n<p><strong>What are the fund\u2019s 1-year, 3-year and 5-year returns?<\/strong><br \/>The returns are -3% for 1 year, 7.42% for 3 years and 7.47% for 5 years.<\/p>\n<p><strong>How does it compare with the benchmark?<\/strong><br \/>It has outpaced the benchmark over 3 years and 5 years, while the 1-year result has been weaker than the longer trend.<\/p>\n<p><strong>How does it compare with the peer funds listed here?<\/strong><br \/>Its 1-year return is well below the peer names shown here, while its 3-year and 5-year figures are more measured and benchmark-like than the stronger one-year peer returns.<\/p>\n<p><strong>What is the minimum SIP amount?<\/strong><br \/>The minimum SIP amount is \u20b9100.<\/p>\n<p><strong>Who manages the fund and what is the exit load?<\/strong><br \/>The fund is managed by Mehul Dama and Priya Sridhar. There is no exit load after the holding period.<\/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 Nifty 50 Index Fund Direct Growth Plan has a mixed near-term record but a steadier longer-term pattern. Its 1-year return is weak, yet the 3-year and 5-year numbers are more stable and sit ahead of the benchmark. The portfolio is led by a handful of large banking and index heavyweights, so it may move with the broader market rather than insulate against it. That makes it more suitable for investors seeking core large-cap equity exposure with High Risk tolerance and a longer holding period.<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 9 September 2026 at 4:04 PM 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 Nifty 50 Index Fund Direct Growth Plan\",\"identifier\":\"aditya-birla-sl-nifty-50-index-fund-g-direct-plan\",\"category\":\"Index Funds\",\"dateCreated\":\"01 Jan 2013\",\"isAccessibleForFree\":true,\"additionalProperty\":[{\"@type\":\"PropertyValue\",\"name\":\"NAV\",\"value\":247.0117,\"valueReference\":\"as of 08 Sep 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"1488 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"0.2\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty 50\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":-3},{\"@type\":\"PropertyValue\",\"name\":\"3Y Return\",\"value\":7.42},{\"@type\":\"PropertyValue\",\"name\":\"5Y Return\",\"value\":7.47},{\"@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 Nifty 50 Index Fund Direct Growth Plan?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Its NAV is \u20b9247.0117 as of 08 Sep 2026.\"}},{\"@type\":\"Question\",\"name\":\"What are the fund\u2019s 1-year, 3-year and 5-year returns?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The returns are -3% for 1 year, 7.42% for 3 years and 7.47% for 5 years.\"}},{\"@type\":\"Question\",\"name\":\"How does it compare with the benchmark?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"It has outpaced the benchmark over 3 years and 5 years, while the 1-year result has been weaker than the longer trend.\"}},{\"@type\":\"Question\",\"name\":\"How does it compare with the peer funds listed here?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Its 1-year return is well below the peer names shown here, while its 3-year and 5-year figures are more measured and benchmark-like than the stronger one-year peer returns.\"}},{\"@type\":\"Question\",\"name\":\"What is the minimum SIP amount?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The minimum SIP amount is \u20b9100.\"}},{\"@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. There is no exit load after the holding period.\"}}]}<\/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 Nifty 50 Index Fund Direct Growth Plan has a NAV of \u20b9247.0117 as of 08 Sep 2026, AUM of \u20b91,488 Cr and High Risk profile. Its 1Y, 3Y and 5Y returns are -3%, 7.42% and 7.47%.<\/p>\n","protected":false},"author":38,"featured_media":238755,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3841],"tags":[],"class_list":["post-224806","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["238755"],"rank_math_title":["Aditya Birla SL Nifty 50 Index Fund Review 2026"],"rank_math_description":["Aditya Birla SL Nifty 50 Index Fund Direct Growth Plan review: NAV \u20b9247.0117, 1Y return -3%, 5Y return 7.47% as of 08 Sep 2026."],"rank_math_focus_keyword":["Aditya Birla SL Nifty 50 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_Nifty_50_Index_Fund_Direct_Growth_Review_2026_NAV_Returns_Portfolio_Should_You_Invest_neutral-1.png","_links":{"self":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/224806","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=224806"}],"version-history":[{"count":2,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/224806\/revisions"}],"predecessor-version":[{"id":238758,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/224806\/revisions\/238758"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media\/238755"}],"wp:attachment":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media?parent=224806"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/categories?post=224806"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/tags?post=224806"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}