Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Datagrid
Category Index Funds
BMSMONEY Rank 17
Rating
Growth Option 13-03-2026
NAV ₹17.1(R) -2.23% ₹17.62(D) -2.23%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 9.38% 15.98% -% -% -%
Direct 10.04% 16.7% -% -% -%
Benchmark
SIP (XIRR) Regular -5.55% 6.56% -% -% -%
Direct -4.95% 7.25% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
1.0 0.48 0.68 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
12.33% -13.83% -17.44% - 9.14%
Fund AUM As on: 30/12/2025 444 Cr
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Fund Name Rank Rating
Motilal Oswal S&P 500 Index Fund 1
ICICI PRUDENTIAL NASDAQ 100 INDEX FUND 2
ICICI Prudential Nifty Auto Index Fund 3
Navi Nifty India Manufacturing Index Fund 4
Motilal Oswal BSE Financials ex Bank 30 Index Fund 5
AXIS Nifty Midcap 50 Index Fund 6
SBI NIFTY MIDCAP 150 INDEX FUND 7
Nippon India Nifty Midcap 150 Index Fund 8
Aditya Birla Sun Life Nifty Midcap 150 Index Fund 9
Motilal Oswal Nifty Midcap 150 Index Fund 10
ICICI Prudential Nifty Midcap 150 Index Fund 11
ICICI Prudential Nifty Pharma Index Fund 12
HDFC NIFTY50 Equal Weight Index Fund 13
DSP Nifty 50 Equal Weight Index Fund 14
Navi Nifty Midcap 150 Index Fund 15
ICICI Prudential Nifty50 Equal Weight Index Fund 16
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund 17
HDFC NIFTY 100 Equal Weight Index Fund 18
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund 19
Dsp Nifty Next 50 Index Fund 20

NAV Date: 13-03-2026

Scheme Name NAV Rupee Change Percent Change
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund-Regular IDCW 17.1
-0.3900
-2.2300%
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund-Regular Growth 17.1
-0.3900
-2.2300%
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund-Direct Growth 17.62
-0.4000
-2.2300%
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund-Direct-IDCW 17.62
-0.4000
-2.2300%

Review Date: 13-03-2026

Beginning of Analysis

In the Index Funds category, Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund is the 11th ranked fund. The category has total 90 funds. The Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund has shown an excellent past performence in Index Funds. The fund has a Sharpe Ratio of 1.0 which is lower than the category average of 1.0.
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.
Index Mutual Fundss

Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Return Analysis

  • The fund has given a return of -8.04%, -7.53 and -4.85 in last one, three and six months respectively. In the same period the category average return was -7.3%, -8.48% and -6.65% respectively.
  • Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund has given a return of 10.04% in last one year. In the same period the Index Funds category average return was 7.84%.
  • The fund has given a return of 16.7% in last three years and ranked 41.0st out of one hundred and two funds in the category. In the same period the Index Funds category average return was 14.84%.
  • The fund has given a SIP return of -4.95% in last one year whereas category average SIP return is -8.26%. The fund one year return rank in the category is 46th in 200 funds
  • The fund has SIP return of 7.25% in last three years and ranks 44th in 99 funds. ICICI PRUDENTIAL NASDAQ 100 INDEX FUND has given the highest SIP return (22.71%) in the category in last three years.

Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Risk Analysis

  • The fund has a standard deviation of 12.33 and semi deviation of 9.14. The category average standard deviation is 12.06 and semi deviation is 8.86.
  • The fund has a Value at Risk (VaR) of -13.83 and a maximum drawdown of -17.44. The category average VaR is -15.41 and the maximum drawdown is -15.82.

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 Index Funds Category
  • Good Performance in Index Funds Category
  • Poor Performance in Index Funds Category
  • Very Poor Performance in Index Funds Category

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

    Data Source: www.amfiindia.com

    SEBI Categorization


    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -8.08
    -7.40
    		-14.39 | 2.82 116 | 241 Good
    3M Return % -7.67
    -8.63
    		-24.12 | 4.91 73 | 239 Good
    6M Return % -5.14
    -6.90
    		-25.73 | 18.69 57 | 232 Very Good
    1Y Return % 9.38
    7.31
    		-18.51 | 51.00 71 | 203 Good
    3Y Return % 15.98
    14.32
    		1.04 | 31.65 41 | 102 Good
    1Y SIP Return % -5.55
    -8.78
    		-36.17 | 23.17 53 | 198 Good
    3Y SIP Return % 6.56
    5.36
    		-10.85 | 22.15 47 | 98 Good
    Standard Deviation 12.33
    12.06
    		0.60 | 22.45 54 | 102 Average
    Semi Deviation 9.14
    8.86
    		0.37 | 16.91 54 | 102 Average
    Max Drawdown % -17.44
    -15.82
    		-29.16 | 0.00 58 | 102 Average
    VaR 1 Y % -13.83
    -15.41
    		-34.57 | 0.00 53 | 102 Average
    Average Drawdown % -5.47
    -5.73
    		-14.55 | 0.00 55 | 102 Average
    Sharpe Ratio 1.00
    1.00
    		-0.17 | 2.42 34 | 102 Good
    Sterling Ratio 0.68
    0.66
    		0.05 | 1.48 39 | 102 Good
    Sortino Ratio 0.48
    0.59
    		-0.02 | 2.60 33 | 102 Good
    Return data last Updated On : March 13, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 2026
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -8.04 -7.30 -14.35 | 2.87 121 | 249 Good
    3M Return % -7.53 -8.48 -24.00 | 5.08 71 | 246 Good
    6M Return % -4.85 -6.65 -25.50 | 18.96 56 | 238 Very Good
    1Y Return % 10.04 7.84 -17.98 | 51.99 70 | 205 Good
    3Y Return % 16.70 14.84 1.56 | 32.25 41 | 102 Good
    1Y SIP Return % -4.95 -8.26 -35.73 | 23.77 46 | 200 Very Good
    3Y SIP Return % 7.25 5.88 -10.36 | 22.71 44 | 99 Good
    Standard Deviation 12.33 12.06 0.60 | 22.45 54 | 102 Average
    Semi Deviation 9.14 8.86 0.37 | 16.91 54 | 102 Average
    Max Drawdown % -17.44 -15.82 -29.16 | 0.00 58 | 102 Average
    VaR 1 Y % -13.83 -15.41 -34.57 | 0.00 53 | 102 Average
    Average Drawdown % -5.47 -5.73 -14.55 | 0.00 55 | 102 Average
    Sharpe Ratio 1.00 1.00 -0.17 | 2.42 34 | 102 Good
    Sterling Ratio 0.68 0.66 0.05 | 1.48 39 | 102 Good
    Sortino Ratio 0.48 0.59 -0.02 | 2.60 33 | 102 Good
    Return data last Updated On : March 13, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 2026
    KPIs: Key Performance Indicators

    Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


    Date Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund NAV Regular Growth Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund NAV Direct Growth
    13-03-2026 17.1017 17.6238
    12-03-2026 17.4919 18.0256
    11-03-2026 17.6285 18.1661
    10-03-2026 17.8776 18.4225
    09-03-2026 17.6563 18.1942
    06-03-2026 18.0058 18.5533
    05-03-2026 18.189 18.7418
    04-03-2026 17.9517 18.497
    02-03-2026 18.3344 18.8907
    27-02-2026 18.5567 19.1187
    26-02-2026 18.8026 19.3717
    25-02-2026 18.7732 19.3411
    24-02-2026 18.6542 19.2182
    23-02-2026 18.8038 19.372
    20-02-2026 18.7135 19.278
    19-02-2026 18.5994 19.1601
    18-02-2026 18.8592 19.4275
    17-02-2026 18.786 19.3517
    16-02-2026 18.7382 19.3021
    13-02-2026 18.6048 19.1638

    Fund Launch Date: 19/May/2021
    Fund Category: Index Funds
    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.
    Fund Description: An open ended scheme tracking Nifty 50 Equal Weight TR Index
    Fund Benchmark: Nifty 50 Equal Weight Total Returns Index
    Source: Fund FactSheet

    Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.