OtherEquity FundsDirect · Growth
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund-Direct Growth
Aditya Birla Sun Life · Scheme 148962
₹19.62▼ 0.51%NAV · 2026-08-05
Decent FundScore
AUM
—
Expense ratio
—
3Y CAGR
14.7%
Risk level
High
Min SIP
—
Benchmark
Underlying index
NAV Growth
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Historical returns
| Period | Return |
|---|---|
| 1 Month | +2.55% |
| 3 Months | +4.84% |
| 6 Months | +2.40% |
| 1 Year | +9.69% |
| 3 Years (CAGR) | +14.66% |
| 5 Years (CAGR) | +13.85% |
| 10 Years (CAGR) | — |
| Since Launch | +13.98% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns52
Consistency66
Risk-adjusted38
Downside protection86
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 3Y CAGR: +14.7%
- ✓ 5Y CAGR: +13.8%
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Return stability: rolling-return std 2.2%
- ✓ Volatility: 14% annualised
What to watch
- • 3Y CAGR vs category: -4.1% vs category avg
- • Beat category: beat category in 10% of windows
- • Sharpe ratio: 0.57
- • Sortino ratio: 0.77
Risk metrics
Sharpe ratio
0.57
Sortino ratio
0.77
Volatility
13.80%
Max drawdown
-18.02%
Downside capture
—
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.