Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Msci India ETF

Aditya Birla Sun Life Mutual Fund

Expense Ratio: 0.19
Risk: -
Other Scheme - Other ETFs
Plan: Regular
Benchmark: -
Inception: 12-02-2026
Exit Load: Nil
Fund Size:-

Performance

1Y
FundN/A
Cat. Avg.3.39%
2Y
FundN/A
Cat. Avg.2.48%
3Y
FundN/A
Cat. Avg.-21.07%
5Y
FundN/A
Cat. Avg.-17.20%
10Y
FundN/A
Cat. Avg.-20.12%
SI
Fund-2.40%
Cat. Avg.-5.90%

Fund Facts

No available Data

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

No available Data

Similar Funds

Liquid FundModerate RiskDebt

6.56%

7.00%

7.19%

6.26%

22.21%

Aditya Birla Sun Life Mutual Fund
NAV / Fund Size₹96.07₹4,983.27 Cr
Small Cap FundVery High RiskEquity

8.31%

5.08%

15.74%

12.89%

12.47%

Aditya Birla Sun Life Mutual Fund
NAV / Fund Size₹136.26₹6,412.84 Cr
Value FundVery High RiskEquity

8.06%

3.79%

16.33%

14.90%

15.37%

SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
SI09 Mar, 262500025688+2.8%N/A

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
SI20 Feb, 261 L.97603-2.4%N/A

SIP Planner

Visualize how small monthly investments grow over time.

Years
%
%

Beat inflation and compound wealth faster with an annual step-up.

%
%
Future Value

₹23.80L

With SIP Amount ₹5,000
Total Invested
₹9.00L
Total Gained
₹14.80L
SIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.

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