Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Direct Growth

Scheme code: INF209KB1Z71 NAV value: ₹ 16.7976 NAV date: 15 April, 2025
Fund option: Direct Fund type: Growth
Asset class: Other Asset category: Index Funds

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year-2.4147.2023.9019.29
3 year12.1222.7817.3216.92

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -4.5637.5317.4323.9
3 year 6.2833.3215.5717.32
5 year 0.7426.0212.91
7 year 3.3315.6211.64
10 year 3.4917.2210.65
12 year 3.0716.1710.8
15 year 6.9515.6610.87
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.144.0220.923.9
3 year 6.5632.1215.6617.32
5 year 126.212.75
7 year 3.815.4211.84
10 year 3.81811.09
12 year 3.6316.8611.19
15 year 7.0116.3611.19
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.4946.3722.6723.9
3 year 7.6833.371717.32
5 year 0.7127.6313.15
7 year 3.7616.0112.04
10 year 3.5616.9410.94
12 year 3.3116.5410.99
15 year 6.5616.4210.95
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.6947.7523.7923.9
3 year 8.0434.4617.9817.32
5 year 0.6928.6413.53
7 year 3.9716.4212.35
10 year 3.5317.7211.24
12 year 3.116.9711.25
15 year 6.6816.9611.2

Rolling return for 1 year

- Average return: 23.9% - Median return: 28.24% - Average standard deviation: 4.64

Rolling return for 3 year

- Average return: 17.32% - Median return: 17.12% - Average standard deviation: 1.6

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)
1 year12,00,00012,88,29888,2987.36
3 year36,00,00048,45,40512,45,40510.41

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Average return (%) Fund's return (%)
1 year 5.837.36
3 year 7.3510.41
NIFTY 100
Duration Average return (%) Fund's return (%)
1 year 6.797.36
3 year 7.5110.41
NIFTY 200
Duration Average return (%) Fund's return (%)
1 year 7.267.36
3 year 8.2510.41
NIFTY 500
Duration Average return (%) Fund's return (%)
1 year 7.477.36
3 year 8.7410.41

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,88,298 - Absolute Returns: ₹88,298 - CAGR: 7.36%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹48,45,405 - Absolute Returns: ₹12,45,405 - CAGR: 10.41%