MF Scanner
OtherEquity FundsDirect · Growth

Aditya Birla Sun Life BSE 500 Quality 50 Index Fund - Direct Growth

Aditya Birla Sun Life · Scheme 153740

₹11.01▼ 0.68%NAV · 2026-09-18
56
Decent FundScore
Start SIP
AUM
₹77 cr
Expense ratio
0.35%
3Y CAGR
—
Risk level
High
Min SIP
₹500
Benchmark
Underlying index
Fund manager: Priya SridharExit load: Exit load of 0.10%, if redeemed within 15 days.
Decent · 56/100

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 11%.
  • ✓Low cost — 0.35% expense ratio means more of the return stays with you.
  • ✓Volatility: 14% annualised
  • ✓Max drawdown: -11%

📉 What could drag it down

  • •Weak risk-adjusted returns (Sharpe 0.28) — took on risk without enough payoff.
  • •Short track record — not enough history yet to judge long-term performance; treat the score as provisional.
  • •1Y return: +7.9%
  • •Sharpe ratio: 0.28

FundScore breakdown

56/100 · Decent
How it works →
35
Returns
Weak
50
Consistency
Average
22
Risk-adjusted
Weak
100
Downside protection
Excellent
80
Cost efficiency
Strong
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.