Aditya Birla Sun Life Nifty 50 Index Fund

Review Date: 27-10-2026

Beginning of Analysis

In the Index Funds category, Aditya Birla Sun Life Nifty 50 Index Fund is the 47th ranked fund. The category has total 0 funds. The Aditya Birla Sun Life Nifty 50 Index Fund has shown an average past performence in Index Funds. The fund has a Sharpe Ratio of 0.15 which is lower than the category average of 0.56.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Large Cap Index Mutual Funds

Aditya Birla Sun Life Nifty 50 Index Fund Return Analysis

• The fund has given a return of -0.12%, -5.06 and -4.88 in last one, three and six months respectively. In the same period the category average return was -0.42%, -5.33% and -4.82% respectively.
• Aditya Birla Sun Life Nifty 50 Index Fund has given a return of -11.64% in last one year. In the same period the Large Cap Index Mutual Funds category average return was -10.45%.
• The fund has given a return of 7.08% in last three years and ranked 21.0st out of thirty eight funds in the category. In the same period the Large Cap Index Mutual Funds category average return was 7.89%.
• The fund has given a return of 5.49% in last five years and ranked 18th out of twenty five funds in the category. In the same period the Large Cap Index Mutual Funds category average return was 5.97%.
• The fund has given a return of 10.89% in last ten years and ranked 11th out of thirteen funds in the category. In the same period the category average return was 11.05%.
• The fund has given a SIP return of -11.76% in last one year whereas category average SIP return is -11.11%. The fund one year return rank in the category is 35th in 51 funds
• The fund has SIP return of -1.57% in last three years and ranks 22nd in 36 funds. HDFC NIFTY 100 Equal Weight Index Fund has given the highest SIP return (2.14%) in the category in last three years.
• The fund has SIP return of 4.54% in last five years whereas category average SIP return is 4.9%.

Aditya Birla Sun Life Nifty 50 Index Fund Risk Analysis

• The fund has a standard deviation of 13.66 and semi deviation of 10.13. The category average standard deviation is 14.64 and semi deviation is 10.77.
• The fund has a Value at Risk (VaR) of -20.44 and a maximum drawdown of -14.77. The category average VaR is -22.25 and the maximum drawdown is -17.1.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.

Very Good Performance in Large Cap Index Mutual Funds Category

Good Performance in Large Cap Index Mutual Funds Category

Poor Performance in Large Cap Index Mutual Funds Category

Very Poor Performance in Large Cap Index Mutual Funds Category

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Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

Data Source: www.amfiindia.com

SEBI Categorization