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AppStore
PlaystoreAditya Birla Sun Life AMC Limited
Aditya Birla Sun Life AMC Limited
Equity
Index Fund
An open ended scheme tracking Nifty 50 Equal Weight TR Index
Annualized Returns %
Annualized
Returns %
Aditya Birla Sun Life
Nifty 50 Equal Weight
Index Fund
SIP Amount
Min . ₹ 100
Lumpsum Amount
Min. ₹ 100
Fund Overview
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund is an open ended scheme tracking Nifty 50 Equal Weight TR Index.
Also Read: What are Index Funds – Meaning, Features, Benefits
Investment Objective
The investment objective of the scheme is to provide returns that closely correspond to the total returns of securities as represented by Nifty 50 Equal Weight TR Index, subject to tracking errors.
The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.
Why one can invest:
-
If you seek long-term capital appreciation.
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If you seek returns that are commensurate with the performance of the Nifty 50 Equal Weight TR Index, subject to tracking errors.
-
If you are looking to lower your investment risk through broader diversification.
-
If you want to start with low minimum investment of as little as Rs.100.
Fund Details
CAGR
Latest NAV
AUM
Inception Date
Risk
Investment Horizon
3-5 years
Annualized Benchmark Returns
Min Investment
Entry load
NIL
Exit load
NIL
Total Expense Ratio (TER)
Sharpe Ratio
Beta Ratio
Other Parameters
Standard Deviation
Modified Duration
-
Yield to Maturity
-
Portfolio Turnover:
-
Average Maturity
-
Macaulay Duration
-
Net Equity Exposure
-
Fund Managers
Mr. Haresh Mehta
Riskometer
(An open ended scheme tracking Nifty 50 Equal Weight TR Index)
This product is suitable for investors who are seeking
-
-Long Term Capital Appreciation
-
-Investments in Equity and Equity related securities and replicates the composition of the Nifty 50 Equal Weight TR Index
*Investors should consult their financial advisers if in doubt whether the product is suitable for them
Portfolio & Sector Holdings
Retail
% of Net Assets
Sector Holdings
Dividend History
Any income received under this option would be considered as income for the investors and hence would be taxed at applicable tax slab rates.
Investment Performance
IDCW Plan of this scheme has distributed income to its investors out of its earnings, from time to time. The details of the same is tabulated:| Declared on date | IDCW Yield (Regular Plan) | IDCW Per Unit | Cum IDCW NAV |
|---|
Fund Summary
• Are you looking to invest in the top 50 large-cap companies without taking on the risk of individual stock-picking? Equal weight investing can be a solution!
• Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund offers an equal-weighted approach to invest in the Nifty 50 Index, which is different from the traditional market-cap weighted approach.
• This passively managed fund provides a low-cost, low-maintenance solution to invest in the India's top 50 large-cap companies with equal weightage to each stock.
• With this fund, you can enjoy the features of a diversified portfolio that includes stocks from different sectors, themes, and market caps, with relatively lower ticket size than investing in individual stocks.
Fund Discipline
• The scheme allocates 95% - 100%r to Equity & Equity related securities constituting the Nifty 50 Equal Weight Index and 0 - 5% to Debt and Money Market Instruments.
• The net assets of the scheme will be invested predominantly in stocks constituting the Nifty 50 Equal Weight TR Index.
• The fund Benchmark is Nifty 50 Equal Weight TRI.
Tax Applicability
Investment held for less than 12 months
Short Term Capital Gain Tax would be applicable. Any gains/profits would be taxed at 15% (plus applicable surcharge and cess).
Investment held for more than 12 months
Long Term Capital Gain Tax would be applicable. Gains/profits are taxed at 10% without indexation (plus applicable surcharge and cess).
Any income received under this option would be considered as income for the investors and hence would be taxed at applicable tax slab rates.
Forms & Downloads
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Frequently Asked Questions
There are two ways in which you can invest in this fund.
o Via Direct Plan - involves purchasing units of the fund directly from Aditya Birla Sun Life Mutual Fund
o Via Regular Plan – involves investing through a distributor or broker of your choice<
Both these index funds have a common portfolio but separate NAVs. This is because they both apply different expense ratios. Your choice of plan thus directly impacts the returns from your investment.
To redeem your investments in the direct plan of Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund, you can use their mobile app or desktop webpage and select a specified amount or number of units to redeem. For investments made in the regular plan through Registrar and Transfer Agent (RTA) or Mutual Fund Distributor (MFD), you can submit a duly signed redemption form to the respective RTA/MFD or redeem online through their portal, if available.
Yes, you can invest in Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund via SIP or lump-sum route. The choice of mode of investing will be guided by your investing objective, risk appetite and investment horizon.
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