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Aditya Birla Sun Life BSE 500 Quality 50 Index Fund - Regular Growth
monitor_heart Health Score: 74/100 · GoodAditya Birla Sun Life Mutual Fund · Index · Equity Funds
₹10.69
AUM: ₹77 Cr
NAV updated 20 days ago
Plan
Regular
Option
Growth
Risk
High
Expense Ratio
0.28%
Exit Load
Exit load of 0.10%, if redeemed within 15 days.
Fund Manager
Priya Sridhar
Inception
Aug 2025
Benchmark
BSE 500 Quality 50 Total Return Index
Sharpe Ratio
0.09
Std Dev (1Y)
14.49%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+1.04%
3m
+10.6%
6m
+1.76%
1y
—
3y
—
5y
—
10y
—
since inception
+6.69%
rate_review TopFund's Take on Aditya Birla Sun Life BSE 500 Quality 50 Index Fund - Regular Growth
Aditya Birla Sun Life BSE 500 Quality 50 Index Fund - Regular Growth holds up reasonably well within the Equity Funds category. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 74/100.
Cost: At 0.28%, the expense ratio is meaningfully cheaper — about 40% below the Equity Funds category average of 0.47% (based on 24 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a modest Sharpe ratio of 0.09 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 14.49% is fairly typical for actively managed equity funds.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Index fund. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
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info Fund Snapshot
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tips_and_updates Tools & Guides for This Fund
Frequently Asked Questions about Aditya Birla Sun Life BSE 500 Quality 50 Index Fund - Regular Growth
The current NAV (Net Asset Value) of Aditya Birla Sun Life BSE 500 Quality 50 Index Fund - Regular Growth is ₹10.69. NAV is updated every business day after market close by AMFI.
Return data is not yet available for this fund.
The expense ratio is 0.28% per annum — the annual fee deducted from your investment to cover fund management costs.
Aditya Birla Sun Life BSE 500 Quality 50 Index Fund - Regular Growth is managed by Priya Sridhar at Aditya Birla Sun Life Mutual Fund.
Aditya Birla Sun Life BSE 500 Quality 50 Index Fund - Regular Growth is a High risk fund. Suitable for investors with a 3+ year horizon.
Yes, Aditya Birla Sun Life BSE 500 Quality 50 Index Fund - Regular Growth is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
The Assets Under Management (AUM) of Aditya Birla Sun Life BSE 500 Quality 50 Index Fund - Regular Growth is ₹77 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.