{"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":"2026-08-31T16:58:46","modified_gmt":"2026-08-31T11:28:46","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> has a NAV of \u20b9252.5962 as of 28 Aug 2026 and an AUM of \u20b91,510 Cr. Its 1-year, 3-year and 5-year returns are -0.45%, 8.78% and 8.64%, respectively, and the scheme sits in the High Risk category. Our view is that it suits investors who want Nifty 50 exposure in a direct index format and can accept equity-style volatility in exchange for benchmark-linked participation.<\/p>\n<p>The fund\u2019s portfolio is almost entirely large-cap, which keeps the structure simple and market-cap heavy. That makes it a straightforward core allocation idea for long horizons, but the recent 1-year return shows that short-term swings can still be meaningful even in an index fund.<\/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><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-nifty-50-index-fund-direct-growth-review-2026\/#What_is_the_current_NAV_of_Aditya_Birla_SL_Nifty_50_Index_Fund_Direct_Growth_Plan\" title=\"What is the current NAV of Aditya Birla SL Nifty 50 Index Fund Direct Growth Plan?\">What is the current NAV of Aditya Birla SL Nifty 50 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-nifty-50-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-nifty-50-index-fund-direct-growth-review-2026\/#How_has_it_performed_against_the_Nifty_50_benchmark\" title=\"How has it performed against the Nifty 50 benchmark?\">How has it performed against the Nifty 50 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-nifty-50-index-fund-direct-growth-review-2026\/#How_does_it_compare_with_the_peer_funds_listed_here_on_recent_performance\" title=\"How does it compare with the peer funds listed here on recent performance?\">How does it compare with the peer funds listed here on recent performance?<\/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-nifty-50-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-nifty-50-index-fund-direct-growth-review-2026\/#What_is_the_risk_level_and_how_is_the_portfolio_structured\" title=\"What is the risk level and how is the portfolio structured?\">What is the risk level and how is the portfolio structured?<\/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-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-16\" 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-17\" 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>Detail<\/th>\n<th>Value<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>NAV<\/td>\n<td>\u20b9252.5962<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b91,510 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 28 Aug 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>-0.76%<\/td>\n<td>-0.85%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>3.97%<\/td>\n<td>3.39%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>-0.45%<\/td>\n<td>-2.29%<\/td>\n<\/tr>\n<tr>\n<td>3Y<\/td>\n<td>8.78%<\/td>\n<td>6.4%<\/td>\n<\/tr>\n<tr>\n<td>5Y<\/td>\n<td>8.64%<\/td>\n<td>7.13%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund has stayed close to its benchmark over the short windows, which is exactly what an index strategy should do, but it has not moved in lockstep every month. The 1-month and 3-month numbers show mild fluctuations around the benchmark, while the 1-year figure is still negative, indicating that the latest stretch has not been smooth even though the fall is smaller than the benchmark\u2019s.<\/p>\n<p>On a longer horizon, the picture is more constructive. The 3-year and 5-year returns are both ahead of the benchmark, which suggests the fund has preserved the index-linked growth path while adding a modest edge over time. That is the more relevant lens for a passive equity fund, because short-term phases can be choppy while the compounding trend matters more for patient investors.<\/p>\n<p>The recent trend also looks different from the longer-term pattern. Over the past year, the fund has recovered from weakness but has still finished below zero, so the last 12 months do not mirror the stronger 3-year and 5-year outcomes. For investors, that means the fund can behave like a broad-market holding: largely steady relative to the index over time, but still exposed to the same market drawdowns that affect large-cap equities.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 28 Aug 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>-0.45%<\/td>\n<td>8.78%<\/td>\n<td>8.64%<\/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>35.235%<\/td>\n<td>31.2535%<\/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>32.3519%<\/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>32.0816%<\/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-india-defence-index-fund-g-direct-plan\">Motilal Oswal Nifty India Defence Index Fund Direct Growth Plan<\/a><\/td>\n<td>31.9037%<\/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>31.8928%<\/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. Compared with the peer set, this fund\u2019s 1-year return is far softer, while its 3-year and 5-year outcomes are much steadier and remain positive. The shorter-window peers are all showing much stronger recent momentum, so the comparison tells two different stories: this fund has been the calmer long-term compounder in its own benchmark lane, but it has not matched the recent surge seen in the other index funds listed here.<\/p>\n<p>That split matters for interpretation. Investors looking only at the latest 12 months may prefer the more dramatic recent numbers elsewhere, but the longer-run evidence here is more balanced. The fund\u2019s 3-year and 5-year figures remain useful because they reflect the effect of tracking a broad equity benchmark through multiple market phases, rather than a single strong year.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 28 Aug 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<p>The market-cap mix is 99.66% large cap, 0% mid cap, 0% small cap and 0.34% other. That is an exceptionally concentrated large-cap profile, so the fund\u2019s behaviour should be driven primarily by large index constituents.<\/p>\n<table>\n<thead>\n<tr>\n<th>Sector<\/th>\n<th>Weight<\/th>\n<th>Top holdings<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>BANK<\/td>\n<td>50.79%<\/td>\n<td>KOTAK MAHINDRA BANK LIMITED (26.41%), HDFC BANK LIMITED (7.24%)<\/td>\n<\/tr>\n<tr>\n<td>CRUDE OIL<\/td>\n<td>6.39%<\/td>\n<td>RELIANCE INDUSTRIES LIMITED (5.24%), OIL &amp; NATURAL GAS CORPORATION LIMITED (0.56%)<\/td>\n<\/tr>\n<tr>\n<td>IT<\/td>\n<td>6.32%<\/td>\n<td>INFOSYS LIMITED (2.6%), TATA CONSULTANCY SERVICES LIMITED (1.5%)<\/td>\n<\/tr>\n<tr>\n<td>AUTOMOBILE &amp; ANCILLARIES<\/td>\n<td>4.67%<\/td>\n<td>MAHINDRA &amp; MAHINDRA LIMITED (1.61%), MARUTI SUZUKI INDIA LIMITED (1.04%)<\/td>\n<\/tr>\n<tr>\n<td>FMCG<\/td>\n<td>3.74%<\/td>\n<td>ITC LIMITED (1.77%), HINDUSTAN UNILEVER LIMITED (1.1%)<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The BANK sector is materially larger than every other sector in the portfolio, and at 50.79% it dominates the structure. Within that, Kotak Mahindra Bank alone has a very large standalone weight, so banking conditions may have greater influence on day-to-day fund behaviour than any other single theme.<\/p>\n<p>Beyond banking, the next sector weights are much smaller and fairly close to one another. Crude oil and IT are both a little above 6%, while automobiles and FMCG sit below 5%, so these areas may add diversification but are unlikely to overpower the portfolio. Because the allocation is so tilted toward large caps and the banking sector, the fund\u2019s movement is likely to remain closely tied to heavyweights in the Nifty 50.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 28 Aug 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 suits investors who are comfortable with High Risk equity exposure and want a simple Nifty 50 core holding. The 3-year and 5-year returns are positive and better than the benchmark, but the latest 1-year result shows that short-term outcomes can still be weak.<\/p>\n<p>A longer investment horizon fits it better than a short one, because the fund\u2019s broad large-cap structure is designed to reflect market cycles rather than protect capital in rough periods. The main trade-off is that you get wide large-cap exposure and benchmark-style participation, but you must accept market drawdowns and the possibility that one-year returns can be negative.<\/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><strong>Holding condition:<\/strong> If units sold after 0, exit load is 0%.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 28 Aug 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_Nifty_50_Index_Fund_Direct_Growth_Plan\"><\/span>What is the current NAV of Aditya Birla SL Nifty 50 Index Fund Direct Growth Plan?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The current NAV is \u20b9252.5962 as of 28 Aug 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 fund\u2019s 1-year return is -0.45%, its 3-year return is 8.78%, and its 5-year return is 8.64%.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_has_it_performed_against_the_Nifty_50_benchmark\"><\/span>How has it performed against the Nifty 50 benchmark?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>It has been ahead of the benchmark over 3 years and 5 years, while the 1-year figure remains negative but still better than the benchmark\u2019s 1-year return.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_does_it_compare_with_the_peer_funds_listed_here_on_recent_performance\"><\/span>How does it compare with the peer funds listed here on recent performance?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Its 1-year return is much lower than the other peer funds listed here, while its longer-term 3-year and 5-year profile is steadier and still positive. The comparison suggests a weaker recent stretch but a more balanced long-run track record.<\/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 \u20b9100.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_is_the_risk_level_and_how_is_the_portfolio_structured\"><\/span>What is the risk level and how is the portfolio structured?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The fund is in the High Risk category and is almost entirely large-cap, with 99.66% in large caps. Banking is the dominant sector at 50.79%, so the portfolio is heavily tilted toward financials.<\/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 recent and longer-term picture: the latest 1-year return is weak, but the 3-year and 5-year returns are positive and ahead of the benchmark. Against the listed peers, it looks less impressive on the short window but more stable over longer periods. The fund remains a High Risk equity product, and its very large banking weight means large-cap financials can shape outcomes more than other sectors. It fits investors who want broad Nifty 50 exposure and can stay invested through market swings.<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 31 August 2026 at 4:56 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\":252.5962,\"valueReference\":\"as of 28 Aug 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"1510 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"0.2\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty 50\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":-0.4462},{\"@type\":\"PropertyValue\",\"name\":\"3Y Return\",\"value\":8.7838},{\"@type\":\"PropertyValue\",\"name\":\"5Y Return\",\"value\":8.644},{\"@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\":\"The current NAV is \u20b9252.5962 as of 28 Aug 2026.\"}},{\"@type\":\"Question\",\"name\":\"What are the 1-year, 3-year and 5-year returns?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund\u2019s 1-year return is -0.45%, its 3-year return is 8.78%, and its 5-year return is 8.64%.\"}},{\"@type\":\"Question\",\"name\":\"How has it performed against the Nifty 50 benchmark?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"It has been ahead of the benchmark over 3 years and 5 years, while the 1-year figure remains negative but still better than the benchmark\u2019s 1-year return.\"}},{\"@type\":\"Question\",\"name\":\"How does it compare with the peer funds listed here on recent performance?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Its 1-year return is much lower than the other peer funds listed here, while its longer-term 3-year and 5-year profile is steadier and still positive. The comparison suggests a weaker recent stretch but a more balanced long-run track record.\"}},{\"@type\":\"Question\",\"name\":\"What is the minimum SIP amount?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The minimum SIP amount is \u20b9100.\"}},{\"@type\":\"Question\",\"name\":\"What is the risk level and how is the portfolio structured?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund is in the High Risk category and is almost entirely large-cap, with 99.66% in large caps. Banking is the dominant sector at 50.79%, so the portfolio is heavily tilted toward financials.\"}}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Person\",\"name\":\"{{ANALYST_NAME}}\",\"affiliation\":{\"@type\":\"Organization\",\"name\":\"Uniapps Investment Adviser Pvt. Ltd.\"},\"description\":\"Uniapps Investment Adviser Pvt. Ltd. \u2014 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 \u20b9252.5962 NAV as of 28 Aug 2026, \u20b91,510 Cr AUM, and 1Y\/3Y\/5Y returns of -0.45%, 8.78% and 8.64%.<\/p>\n","protected":false},"author":29,"featured_media":224804,"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":["224804"],"rank_math_title":["Aditya Birla Nifty 50 Index Fund NAV, Returns Review"],"rank_math_description":["Aditya Birla SL Nifty 50 Index Fund Direct Growth Plan review: NAV \u20b9252.5962, 1Y -0.45%, 3Y 8.78%, 5Y 8.64% as of 28 Aug 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\/08\/Aditya_Birla_SL_Nifty_50_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\/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\/29"}],"replies":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/comments?post=224806"}],"version-history":[{"count":0,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/224806\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media\/224804"}],"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}]}}