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Aditya Birla Sun Life Nifty India Defence Index Fund-Direct Growth

Aditya Birla Sun Life · Scheme 152798

14.27 1.28%NAV · 2026-09-18
73
Strong FundScore
Start SIP
AUM
₹1,284 cr
Expense ratio
0.46%
3Y CAGR
Risk level
Very High
Min SIP
₹500
Benchmark
Underlying index
Fund manager: Pranav GuptaExit load: Exit load of 0.05%, if redeemed within 30 days.
Strong · 73/100

A high-quality fund that scores well on the factors that matter.

🎯 Best held for the long term (5+ years) as part of a diversified portfolio.

📈 Why it could do well

  • Low cost — 0.46% expense ratio means more of the return stays with you.
  • 1Y return: +27.7%

📉 What could drag it down

  • High volatility (28% a year) — expect big swings up and down.
  • Short track record — not enough history yet to judge long-term performance; treat the score as provisional.
  • Sharpe ratio: 0.58
  • Sortino ratio: 0.88

FundScore breakdown

73/100 · Strong
How it works →
100
Returns
Excellent
50
Consistency
Average
24
Risk-adjusted
Weak
63
Downside protection
Decent
89
Cost efficiency
Excellent
50
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.