Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Idcw Direct Plan

Risk: Very High
₹ 18.72
NAV (Sep 18,2024)

Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund - IDCW - Direct Plan is a top-performing mutual fund that tracks the Nifty 50 Equal Weight Index. With an expense ratio of 0.39%, it offers investors a cost-effective way to invest in a diversified portfolio of India's largest 50 companies. The fund has an established date of June 8, 2021, and requires a minimum investment of INR 100. Its scheme AUM is INR 223.17. Consider investing in this fund for long-term growth potential.

Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Idcw Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Idcw Direct Plan Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    40.31
  • P/B Ratio
    UM_URBAN_MONEY

    8.07
  • Alpha
    UM_URBAN_MONEY

    -0.00
  • Beta
    UM_URBAN_MONEY

    1.00
  • Sharpe
    UM_URBAN_MONEY

    0.19
  • Sortino
    UM_URBAN_MONEY

    0.34

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.39%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 223.17 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹100.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Sep 20, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 10,860.1 (8.60%)₹ 11,821.43 (18.21%)₹ 13,663.05 (36.63%)₹ 16,933.52 (69.34%)₹ -- (--)
₹ 30,000₹ 32,580.3 (8.60%)₹ 35,464.29 (18.21%)₹ 40,989.15 (36.63%)₹ 50,800.56 (69.34%)₹ -- (--)
₹ 50,000₹ 54,300.5 (8.60%)₹ 59,107.15 (18.21%)₹ 68,315.25 (36.63%)₹ 84,667.6 (69.34%)₹ -- (--)
₹ 80,000₹ 86,880.8 (8.60%)₹ 94,571.44 (18.21%)₹ 1,09,304.4 (36.63%)₹ 1,35,468.16 (69.34%)₹ -- (--)
₹ 1,00,000₹ 1,08,601 (8.60%)₹ 1,18,214.3 (18.21%)₹ 1,36,630.5 (36.63%)₹ 1,69,335.2 (69.34%)₹ -- (--)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Tata Motors Limited2.13%
  • Tata Consumer Products Limited2.12%
  • Hindalco Industries Limited2.08%
  • Bajaj Auto Limited2.07%
  • UltraTech Cement Limited2.06%
  • Mahindra & Mahindra Limited2.04%
  • Nestle India Limited2.04%
  • JSW Steel Limited2.03%
  • Tata Steel Limited2.03%
  • Bharti Airtel Limited2.03%
  • Grasim Industries Limited2.03%
  • Hindustan Unilever Limited2.03%
  • Dr Reddys Laboratories Limited2.02%
  • Coal India Limited2.02%
  • SBI Life Insurance Company Limited2.02%
  • Eicher Motors Limited2.01%
  • Bajaj Finserv Limited2.01%
  • Bajaj Finance Limited2.01%
  • Britannia Industries Limited2.00%
  • IndusInd Bank Limited2.00%
  • Hero MotoCorp Limited2.00%
  • Power Grid Corporation of India Limited2.00%
  • HDFC Bank Limited2.00%
  • HDFC Life Insurance Company Limited1.99%
  • Apollo Hospitals Enterprise Limited1.99%
  • ITC Limited1.99%
  • Kotak Mahindra Bank Limited1.99%
  • Divi s Laboratories Limited1.99%
  • Larsen & Toubro Limited1.99%
  • Sun Pharmaceutical Industries Limited1.98%
  • Axis Bank Limited1.98%
  • State Bank of India1.98%
  • Asian Paints Limited1.98%
  • LTIMindtree Ltd1.98%
  • HCL Technologies Limited1.98%
  • Titan Company Limited1.97%
  • NTPC Limited1.97%
  • Maruti Suzuki India Limited1.97%
  • Reliance Industries Limited1.97%
  • Wipro Limited1.97%
  • UPL Limited1.97%
  • ICICI Bank Limited1.97%
  • Cipla Limited1.97%
  • Tata Consultancy Services Limited1.96%
  • Infosys Limited1.96%
  • Bharat Petroleum Corporation Limited1.96%
  • Adani Ports and Special Economic Zone Limited1.96%
  • Adani Enterprises Limited1.95%
  • Tech Mahindra Limited1.95%
  • Oil & Natural Gas Corporation Limited1.94%
  • Clearing Corporation of India Limited0.22%
  • Net Receivables Payables-0.25%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Kotak Nifty Next 50 Index Fund - Regular Plan - GrowthKotak Nifty Next 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

22.31%

Sundaram Nifty 100 Equal Weight Fund - GrowthSundaram Nifty 100 Equal Weight Fund - Growth

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21.98%

Groww Nifty Total Market Index Fund - Regular Plan - GrowthGroww Nifty Total Market Index Fund - Regular Plan - Growth

EQUITY

Very High

20.92%

Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund - Regular Plan - GrowthEdelweiss MSCI India Domestic & World Healthcare 45 Index Fund - Regular Plan - Growth

EQUITY

Very High

17.95%

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - GrowthDSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

EQUITY

Very High

17.13%

SBI Nifty Index Fund - Regular Plan - GrowthSBI Nifty Index Fund - Regular Plan - Growth

EQUITY

Very High

12.38%

Tata NIFTY 50 Index Fund - Regular Plan - GrowthTata NIFTY 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

12.30%

Navi Nifty 50 Index Fund - Regular Plan - GrowthNavi Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

12.13%

IDBI Nifty 50 Index Fund - GrowthIDBI Nifty 50 Index Fund - Growth

EQUITY

Very High

11.96%

Motilal Oswal Nifty Bank Index Fund - Regular Plan - GrowthMotilal Oswal Nifty Bank Index Fund - Regular Plan - Growth

EQUITY

Very High

1.92%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

LIC MF Nifty Next 50 Index Fund - GrowthLIC MF Nifty Next 50 Index Fund - Growth

EQUITY

Very High

44.50%

HSBC Nifty Next 50 Index Fund - Regular Plan - GrowthHSBC Nifty Next 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

43.51%

SBI Nifty Index Fund - Regular Plan - GrowthSBI Nifty Index Fund - Regular Plan - Growth

EQUITY

Very High

28.45%

ICICI Prudential Nifty 50 Index Fund - CumulativeICICI Prudential Nifty 50 Index Fund - Cumulative

EQUITY

Very High

26.28%

Axis Nifty 100 Index Fund - Regular Plan - GrowthAxis Nifty 100 Index Fund - Regular Plan - Growth

EQUITY

Very High

25.76%

Franklin India NSE Nifty 50 Index Fund - GrowthFranklin India NSE Nifty 50 Index Fund - Growth

EQUITY

Very High

24.41%

Bandhan Nifty 50 Index Fund - Regular Plan - GrowthBandhan Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

23.74%

Nippon India Index Fund - Nifty 50 Plan - GrowthNippon India Index Fund - Nifty 50 Plan - Growth

EQUITY

Very High

23.72%

Taurus Nifty 50 Index Fund - Regular Plan - GrowthTaurus Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

23.52%

IDBI Nifty 50 Index Fund - GrowthIDBI Nifty 50 Index Fund - Growth

EQUITY

Very High

18.23%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - GrowthDSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

EQUITY

Very High

21.91%

Sundaram Nifty 100 Equal Weight Fund - GrowthSundaram Nifty 100 Equal Weight Fund - Growth

EQUITY

Very High

19.51%

LIC MF Nifty Next 50 Index Fund - GrowthLIC MF Nifty Next 50 Index Fund - Growth

EQUITY

Very High

18.71%

UTI Nifty 50 Index Fund - Regular Plan - IDCWUTI Nifty 50 Index Fund - Regular Plan - IDCW

EQUITY

Very High

15.93%

Bandhan Nifty 50 Index Fund - Regular Plan - GrowthBandhan Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

15.62%

Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund - Regular Plan - GrowthEdelweiss MSCI India Domestic & World Healthcare 45 Index Fund - Regular Plan - Growth

EQUITY

Very High

15.42%

Tata NIFTY 50 Index Fund - Regular Plan - GrowthTata NIFTY 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

15.28%

HDFC Index Fund - NIFTY 50 Plan - GrowthHDFC Index Fund - NIFTY 50 Plan - Growth

EQUITY

Very High

15.09%

Taurus Nifty 50 Index Fund - Regular Plan - GrowthTaurus Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

14.35%

Motilal Oswal Nifty Bank Index Fund - Regular Plan - GrowthMotilal Oswal Nifty Bank Index Fund - Regular Plan - Growth

EQUITY

Very High

9.88%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Tata NIFTY 50 Index Fund - Regular Plan - GrowthTata NIFTY 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

18.49%

SBI Nifty Index Fund - Regular Plan - GrowthSBI Nifty Index Fund - Regular Plan - Growth

EQUITY

Very High

18.48%

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - GrowthDSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

EQUITY

Very High

18.23%

Sundaram Nifty 100 Equal Weight Fund - GrowthSundaram Nifty 100 Equal Weight Fund - Growth

EQUITY

Very High

17.06%

UTI Nifty 50 Index Fund - Regular Plan - IDCWUTI Nifty 50 Index Fund - Regular Plan - IDCW

EQUITY

Very High

15.72%

HDFC Index Fund - NIFTY 50 Plan - GrowthHDFC Index Fund - NIFTY 50 Plan - Growth

EQUITY

Very High

15.65%

Bandhan Nifty 50 Index Fund - Regular Plan - GrowthBandhan Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

15.57%

Franklin India NSE Nifty 50 Index Fund - GrowthFranklin India NSE Nifty 50 Index Fund - Growth

EQUITY

Very High

15.11%

ICICI Prudential Nifty 50 Index Fund - CumulativeICICI Prudential Nifty 50 Index Fund - Cumulative

EQUITY

Very High

14.97%

IDBI Nifty 50 Index Fund - GrowthIDBI Nifty 50 Index Fund - Growth

EQUITY

Very High

11.74%

Show all Funds

Fund Managers

HM

Mr. Haresh MehtaFund Manager

PG

Mr. Pranav Gupta

Mr. Pranav Gupta has over 4 years of experience in capital market across segments such as derivative sales trading and Alternative Research. Prior to joining Aditya Birla Sun Life AMC Limited, he was part of the Alternate Research and Strategy department at Centrum Broking Limited and has also worked with OHM Stock Broker Pvt. Ltd

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FAQ's

What is the risk level associated with the Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund - IDCW - Direct Plan?

The Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund - IDCW - Direct Plan is a high-risk mutual fund.

What is the current NAV (Net Asset Value) of the Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund - IDCW - Direct Plan as of Sep 18,2024?

The current NAV of the Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund - IDCW - Direct Plan as of Sep 18,2024 is INR 18.72.

What are the returns generated by the Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund - IDCW - Direct Plan over the past 1, 3, and 5 years?

The Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund - IDCW - Direct Plan has achieved impressive returns of 38.63% in the past year, $3yearret over 3 years, and $5yearret over 5 years.

What is the expense ratio associated with the Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund - IDCW - Direct Plan?

The Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund - IDCW - Direct Plan has a low expense ratio of 0.39%.

What is the minimum investment amount required for the Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund - IDCW - Direct Plan?

The Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund - IDCW - Direct Plan requires a minimum investment of INR 100.

Is there a systematic investment plan (SIP) available for the Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund - IDCW - Direct Plan?

Yes, SIP is available for the Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund - IDCW - Direct Plan with a minimum investment of INR 100 per month.

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