Should I invest in Aditya Birla Sun Life Nifty 50 Index Fund?

We don't give personal investment advice. Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Direct Plan is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 16.6%. 5-year CAGR: 9.34%.

Aditya Birla Sun Life

Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Direct Plan

Latest NAV

₹243.1960

As of

3 Jun 2026

3,299 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.43%	+0.27%	+0.16	91 / 353	Q2
1W	-1.78%	-0.97%	-0.81	235 / 353	Q3
2W	-0.48%	+0.26%	-0.74	292 / 353	Q4
1M	-2.49%	-0.26%	-2.23	314 / 351	Q4
3M	-5.43%	+0.41%	-5.84	305 / 341	Q4
6M	-9.61%	-1.84%	-7.77	292 / 332	Q4
YTD	-9.99%	-2.06%	-7.93	292 / 333	Q4
1Y	-4.15%	+1.97%	-6.12	261 / 306	Q4
2Y	+1.35%	+4.21%	-2.86	145 / 205	Q3
3Y	+9.15%	+11.24%	-2.09	73 / 168	Q2
4Y	+10.00%	+12.60%	-2.60	49 / 77	Q3
5Y	+9.34%	+10.98%	-1.64	26 / 38	Q3
7Y	+10.91%	+11.53%	-0.62	11 / 19	Q3
10Y	+11.71%	+12.00%	-0.29	12 / 14	Q4
Inception	+11.22%	+6.44%	+4.77	89 / 353	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-9.99%	-2.11%	-7.88	290 / 331
2025	+11.20%	+6.05%	+5.15	44 / 260
2024	+9.74%	+14.12%	-4.37	92 / 180
2023	+20.40%	+21.09%	-0.69	65 / 130
2022	+5.27%	+1.94%	+3.34	22 / 51
2021	+24.64%	+26.80%	-2.16	17 / 25
2020	+15.27%	+15.71%	-0.44	15 / 22
2019	+12.15%	+11.04%	+1.11	12 / 17
2018	+4.26%	+4.02%	+0.23	12 / 15
2017	+27.77%	+29.36%	-1.59	13 / 14
2016	+3.13%	+3.41%	-0.28	8 / 14

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+13.90%

152 windows

min -29.7% · max 78.6%

86% positive

3-Year rolling

+12.48%

127 windows

min -3.8% · max 27.7%

99% positive

5-Year rolling

+12.79%

103 windows

min -0.9% · max 22.1%

99% positive

7-Year rolling

+12.34%

79 windows

min 5.8% · max 15.4%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

11.99%

3-year · annualised

Sharpe ratio

0.25

vs risk-free 6.5%

Sortino ratio

0.38

Downside-only deviation

Max drawdown

-15.51%

Sep 2024 → Mar 2025

% positive months

69.4%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Index Fund

Scheme	Fund house	NAV	As of
HDFC BSE 500 Index Fund - Growth Option - Direct Plan	HDFC	₹15.1208	3 Jun 2026
Nippon India BSE Sensex Next 30 Index Fund- Direct Plan- Growth Option	Nippon India	₹10.8401	3 Jun 2026
SBI BSE Sensex Index Fund - Direct Plan - Growth	SBI	₹12.2089	3 Jun 2026
ICICI Prudential BSE Sensex Index Fund - Direct Plan - Cumulative Option	ICICI Prudential	₹24.7112	3 Jun 2026
Invesco India BSE Sensex Index Fund - Direct Plan - Growth	Invesco	₹9.7184	3 Jun 2026
BANDHAN NIFTY 100 INDEX FUND - DIRECT PLAN - GROWTH	Bandhan	₹14.5944	3 Jun 2026
Motilal Oswal Nifty 50 Index Fund - Direct plan - Growth	Motilal Oswal	₹20.3201	3 Jun 2026
Franklin India INDEX FUND- NSE NIFTY 50 INDEX FUND- Direct - Growth	Franklin India	₹199.2252	3 Jun 2026
Mirae Asset Nifty 50 Index Fund - Direct Plan - Growth	Mirae Asset	₹9.7181	3 Jun 2026
Kotak BSE Sensex Index Fund- Direct - Growth	Kotak	₹9.8860	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹243.1960
2 Jun 2026	₹244.0050
1 Jun 2026	₹242.9590
29 May 2026	₹244.6741
27 May 2026	₹248.3637
26 May 2026	₹248.4326
25 May 2026	₹249.6578
22 May 2026	₹246.3334
21 May 2026	₹245.5642
20 May 2026	₹245.6097

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Direct Plan is ₹243.1960. It's a Index Fund from Aditya Birla Sun Life, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Direct Plan has NAV history starting from 02 Jan 2013, a track record of about 13 years 5 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Direct Plan is managed by Aditya Birla Sun Life. It's classified by AMFI under the 'Index Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Direct Plan has delivered a absolute return of -4.15% — -6.12 pp behind the Index Fund category average of 1.97%. The fund ranks #261 of 306 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Direct Plan has delivered a CAGR of 9.15% — -2.09 pp behind the Index Fund category average of 11.24%. The fund ranks #73 of 168 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Direct Plan has delivered a CAGR of 9.34% — -1.64 pp behind the Index Fund category average of 10.98%. The fund ranks #26 of 38 in its category — the third (Q3) quartile.

₹1 lakh invested in Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Direct Plan exactly 10 years ago would be worth approximately ₹302,530 today — a multiplier of 3.03×, based on the 10-year CAGR of 11.71%. The category average over the same window would have grown ₹1 lakh to ₹310,471.

A ₹10,000 monthly SIP in Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Direct Plan over the last 5 years — total invested ₹600,000 — would be worth ₹712,595 today. That's an XIRR (money-weighted annualised return) of 6.81%.

A ₹10,000 monthly SIP for 10 years in Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Direct Plan = ₹1,200,000 invested. It would currently be worth ₹2,126,077 (multiplier 1.77×). XIRR: 11.01%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Direct Plan ranks #26 out of 38 funds in the Index Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 10.98%; this fund delivered 9.34%.

The worst peak-to-trough decline Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Direct Plan has experienced over the last 5-year window is 16.60% — its NAV fell from a high on 18 Oct 2021 to a low on 17 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Direct Plan averaged 12.79% (best 22.09%, worst -0.92%). 99% of rolling windows ended positive. The 5-year Sharpe ratio is 0.26 — weak risk-adjusted performance.

In calendar year 2025, Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Direct Plan returned 11.20% — beating the Index Fund category average of 6.05% by 5.15 pp. It ranked #44 of 260 in its category that year.

Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Direct Plan doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Direct Plan is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 16.6%. 5-year CAGR: 9.34%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.