OtherEquity FundsDirect · Growth
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund-Direct Growth
Aditya Birla Sun Life · Scheme 148962
₹19.17▼ 0.61%NAV · 2026-09-18
Decent FundScore
AUM
₹530 cr
Expense ratio
0.41%
3Y CAGR
13.9%
Risk level
High
Min SIP
₹100
Benchmark
Underlying index
Fund manager: Lovelish SolankiExit load: Nil
Decent · 60/100
A solid option with a few areas worth a closer look.
🎯 Best held for the long term (5+ years) as part of a diversified portfolio.
📈 Why it could do well
- ✓Protects capital well — worst-ever fall was only 18%.
- ✓Low cost — 0.41% expense ratio means more of the return stays with you.
- ✓3Y CAGR: +13.9%
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
📉 What could drag it down
- •3Y CAGR vs category: -5.1% vs category avg
- •5Y CAGR vs category: -1.4% vs category avg
FundScore breakdown
60/100 · Decent
Returns
Weak
Consistency
Decent
Risk-adjusted
Weak
Downside protection
Excellent
Cost efficiency
Excellent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.