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 - Regular 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: 16.8%. 5-year CAGR: 9.14%.

Birla Sun Life

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

Latest NAV

₹242.0041

As of

24 Jul 2026

4,999 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	-0.36%	-0.22%	-0.15	65 / 77	Q4
1W	-2.27%	-1.26%	-1.00	59 / 77	Q4
2W	-1.74%	-1.05%	-0.69	49 / 77	Q3
1M	-0.92%	-0.37%	-0.55	51 / 74	Q3
3M	-0.04%	+1.28%	-1.33	45 / 62	Q3
6M	-4.68%	-0.22%	-4.46	46 / 62	Q3
YTD	-8.66%	-3.35%	-5.31	45 / 61	Q3
1Y	-4.51%	+0.16%	-4.67	45 / 61	Q3
2Y	-0.63%	+1.79%	-2.42	35 / 54	Q3
3Y	+7.23%	+9.29%	-2.05	28 / 52	Q3
4Y	+9.99%	+10.96%	-0.97	18 / 36	Q2
5Y	+9.14%	+8.95%	+0.19	9 / 24	Q2
7Y	+11.83%	+11.49%	+0.33	6 / 23	Q2
10Y	+11.09%	+10.88%	+0.21	10 / 22	Q2
Inception	+9.90%	+7.35%	+2.55	23 / 77	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	-8.66%	-3.35%	-5.31	45 / 61
2025	+10.90%	+7.96%	+2.94	11 / 57
2024	+9.45%	+12.60%	-3.15	22 / 52
2023	+20.04%	+21.36%	-1.32	21 / 46
2022	+4.96%	+3.06%	+1.90	15 / 30
2021	+24.28%	+23.37%	+0.90	9 / 23
2020	+15.08%	+15.15%	-0.07	10 / 23
2019	+11.88%	+11.82%	+0.06	17 / 23
2018	+4.03%	+4.05%	-0.02	18 / 22
2017	+27.53%	+27.94%	-0.41	11 / 22
2016	+2.79%	+2.43%	+0.36	12 / 22

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

+12.45%

236 windows

min -56.8% · max 97.1%

78% positive

3-Year rolling

+10.92%

211 windows

min -3.2% · max 26.7%

97% positive

5-Year rolling

+10.81%

187 windows

min -1.7% · max 23.7%

98% positive

7-Year rolling

+10.61%

163 windows

min 3.7% · max 17.1%

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

11.03%

3-year · annualised

Sharpe ratio

0.10

vs risk-free 6.5%

Sortino ratio

0.15

Downside-only deviation

Max drawdown

-15.60%

Sep 2024 → Mar 2025

% positive months

66.7%

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 Sensex Index Fund - Growth Plan	HDFC	₹709.2343	24 Jul 2026
Nippon India Index Fund - BSE Sensex Plan - Growth Plan - Bonus Option	Nippon India	₹38.9168	24 Jul 2026
ICICI Prudential BSE Sensex Index Fund - Cumulative Option	ICICI Prudential	₹25.0502	24 Jul 2026
Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth	Franklin Templeton	₹192.7160	24 Jul 2026
UTI Nifty 50 Index Fund - Regular Plan - Growth Option	UTI	₹164.6629	24 Jul 2026
Aditya Birla Sun Life Nifty 50 Index Fund -REGULAR - IDCW	Birla Sun Life	₹24.2328	24 Jul 2026
LIC MF BSE Sensex Index Fund-Regular Plan-Growth	LIC	₹142.4540	24 Jul 2026
Tata Nifty 50 Index Fund -Regular Plan	Tata	₹148.4852	24 Jul 2026

Recent NAVs

Date	NAV
24 Jul 2026	₹242.0041
23 Jul 2026	₹242.8879
22 Jul 2026	₹244.1769
21 Jul 2026	₹246.1207
20 Jul 2026	₹246.6394
17 Jul 2026	₹247.6209
16 Jul 2026	₹244.9343
15 Jul 2026	₹244.9956
14 Jul 2026	₹244.7038
13 Jul 2026	₹246.3193

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 24 Jul 2026, the NAV of Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan is ₹242.0041. It's a Index Fund from Birla Sun Life, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan has NAV history starting from 03 Apr 2006, a track record of about 20 years 3 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan is managed by 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 - Regular Plan has delivered a absolute return of -4.51% — -4.67 pp behind the Index Fund category average of 0.16%. The fund ranks #45 of 61 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan has delivered a CAGR of 7.23% — -2.05 pp behind the Index Fund category average of 9.29%. The fund ranks #28 of 52 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan has delivered a CAGR of 9.14% — +0.19 pp ahead of the Index Fund category average of 8.95%. The fund ranks #9 of 24 in its category — the second (Q2) quartile.

₹1 lakh invested in Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan exactly 10 years ago would be worth approximately ₹286,204 today — a multiplier of 2.86×, based on the 10-year CAGR of 11.09%. The category average over the same window would have grown ₹1 lakh to ₹280,953.

A ₹10,000 monthly SIP in Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan over the last 5 years — total invested ₹600,000 — would be worth ₹711,956 today. That's an XIRR (money-weighted annualised return) of 6.78%.

A ₹10,000 monthly SIP for 10 years in Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan = ₹1,200,000 invested. It would currently be worth ₹2,104,056 (multiplier 1.75×). XIRR: 10.82%. 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 - Regular Plan ranks #9 out of 24 funds in the Index Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 8.95%; this fund delivered 9.14%.

The worst peak-to-trough decline Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan has experienced over the last 5-year window is 16.77% — 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 - Regular Plan averaged 10.81% (best 23.72%, worst -1.70%). 98% of rolling windows ended positive. The 5-year Sharpe ratio is 0.24 — weak risk-adjusted performance.

In calendar year 2025, Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan returned 10.90% — beating the Index Fund category average of 7.96% by 2.94 pp. It ranked #11 of 57 in its category that year.

Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular 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 - Regular 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: 16.8%. 5-year CAGR: 9.14%.

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