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Aditya Birla SL Nifty 50 Index Fund(G)-Direct Plan

Aditya Birla SL Nifty 50 Index Fund(G)-Direct Plan

Index FundsDirect GrowthHigh Risk

+8.64%

5Y annualised

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NAV : 28 Aug 2026

₹252.60

Min. SIP amount

₹100

Fund size (AUM)

1510 Cr

Expense ratio

0.2%

Launched on

01 Jan 2013

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,30,548

Stock Allocation

Stock nameSectorAllocation
Kotak Mahindra Bank LimitedBank26.41%
Hdfc Bank LimitedBank7.24%
Reliance Industries LimitedCrude Oil5.24%

Fund Composition

1510 Cr

Large Cap

99.66%

Others

0.34%

Sector Allocation

1510 Cr

Bank

50.79%

Crude Oil

6.39%

It

6.32%

Automobile & Ancillaries

4.67%

Fmcg

3.74%

Finance

3.58%

Telecom

3.43%

Healthcare

3.05%

Others

17.05%

Minimum investments

Min. for SIP100
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

Exit load, stamp duty and tax

Exit load

If units sold on or before 0

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

MD

Mehul Dama

Present

PS

Priya Sridhar

Present

Similar/Peer Fund Comparison

Fund name
I

ICICI Pru NASDAQ 100 Index Fund(G)-Direct Plan

+31.25%
M

Motilal Oswal Nifty Capital Market Index Fund(G)-Direct Plan

+0.00%
T

Tata Nifty Capital Markets Index Fund(G)-Direct Plan

+0.00%
M

Motilal Oswal Nifty India Defence Index Fund(G)-Direct Plan

+0.00%
A

Aditya Birla SL Nifty India Defence Index Fund(G)-Direct Plan

+0.00%
M

Motilal Oswal Nifty MidSmall Financial Services Index Fund(G)-Direct Plan

+0.00%
S

SBI BSE PSU Bank Index Fund(G)-Direct Plan

+0.00%
I

ICICI Pru Nifty Pharma Index Fund(G)-Direct Plan

+21.21%

FAQs

Aditya Birla SL Nifty 50 Index Fund(G)-Direct Plan is a part of Aditya Birla Sun Life AMC Limited, it was incepted on 01 Jan 2013. This fund is managed by Mehul Dama and Priya Sridhar. It is a Index Funds type of fund.

The current NAV of Aditya Birla SL Nifty 50 Index Fund(G)-Direct Plan is ₹252.60 (as of 28 Aug 2026).

Aditya Birla SL Nifty 50 Index Fund(G)-Direct Plan has delivered -0.45% in 1 year, 8.78% in 3 years, and 8.64% in 5 years (annualised).

The minimum SIP amount for Aditya Birla SL Nifty 50 Index Fund(G)-Direct Plan is ₹100.

The expense ratio of Aditya Birla SL Nifty 50 Index Fund(G)-Direct Plan is 0.2%.

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