How to check the XIRR of Aditya Birla Sun Life BSE 500 Quality 50 Index Fund - Regular Growth?

You can track the exact XIRR and portfolio overlapping of Aditya Birla Sun Life BSE 500 Quality 50 Index Fund - Regular Growth alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Aditya Birla Sun Life BSE 500 Quality 50 Index Fund - Regular Growth

Q: How to check portfolio overlap for Aditya Birla Sun Life BSE 500 Quality 50 Index Fund - Regular Growth?

Use the MutualSaathi Portfolio Analyzer to compare Aditya Birla Sun Life BSE 500 Quality 50 Index Fund - Regular Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

Aditya Birla Sun Life Mutual Fund

Expense Ratio: 1.04

Risk: -

Other Scheme - Index Funds

Plan: Regular

Benchmark: -

Inception: 21-07-2025

Exit Load: Nil

Fund Size:₹62.45 Cr

Performance

FundN/A

Cat. Avg.2.61%

FundN/A

Cat. Avg.3.39%

FundN/A

Cat. Avg.10.42%

FundN/A

Cat. Avg.11.16%

10Y

FundN/A

Cat. Avg.11.44%

Fund7.59%

Cat. Avg.7.02%

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.

Allocation

Visualizing Fund's Exposure

Asset Class

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Market Cap

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Top Sectors

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Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	Hindustan Aeronautics Limited	Equity	Listed	Large Cap	Aerospace & Defense	3.09	4.10%
2	Multi Commodity Exchange of India Limited	Equity	Listed	Mid Cap	Capital Markets	3.07	4.07%
3	GE Vernova T&D India Ltd	Equity	Listed	Mid Cap	Electrical Equipment	3.02	4.01%
4	ITC Limited	Equity	Listed	Large Cap	Diversified FMCG	3.01	3.99%
5	Cummins India Limited	Equity	Listed	Large Cap	Industrial Products	3.00	3.98%
6	Britannia Industries Limited	Equity	Listed	Large Cap	Food Products	2.96	3.93%
7	Nestle India Limited	Equity	Listed	Large Cap	Food Products	2.91	3.86%
8	Hero MotoCorp Limited	Equity	Listed	Mid Cap	Automobiles	2.90	3.85%
9	Hindustan Unilever Limited	Equity	Listed	Large Cap	Diversified FMCG	2.90	3.85%
10	Coal India Limited	Equity	Listed	Large Cap	Consumable Fuels	2.89	3.84%

Similar Funds

SBI Equity Hybrid Fund - Regular Plan -Growth

SBI Mutual Fund

Expense Ratio: 1.38

NAV / Fund Size

₹317.05₹83,065.48 Cr

Incep: 01-01-2005

Aggressive Hybrid FundVery High RiskHybrid

4.65%

7.13%

12.53%

11.22%

11.94%

Fund Details

SBI Equity Hybrid Fund - Regular Plan -Growth

NAV / Fund Size₹317.05₹83,065.48 Cr

Aggressive Hybrid FundVery High RiskHybrid

4.65%

7.13%

12.53%

11.22%

11.94%

SBI Small Cap Fund - Regular Plan - Growth

SBI Mutual Fund

Expense Ratio: 1.57

NAV / Fund Size

₹181.54₹36,166.57 Cr

Incep: 27-07-2009

Small Cap FundVery High RiskEquity

1.82%

1.29%

12.55%

14.08%

23.10%

Fund Details

SBI Small Cap Fund - Regular Plan - Growth

NAV / Fund Size₹181.54₹36,166.57 Cr

Small Cap FundVery High RiskEquity

1.82%

1.29%

12.55%

14.08%

23.10%

Aditya Birla Sun Life Consumption Fund-Growth Option

Aditya Birla Sun Life Mutual Fund

Expense Ratio: 1.82

NAV / Fund Size

₹205.58₹6,520.04 Cr

Incep: 14-06-2005

Sectoral/ ThematicVery High RiskEquity

-4.65%

-1.08%

8.50%

11.05%

14.01%

Fund Details

Aditya Birla Sun Life Consumption Fund-Growth Option

NAV / Fund Size₹205.58₹6,520.04 Cr

Sectoral/ ThematicVery High RiskEquity

-4.65%

-1.08%

8.50%

11.05%

14.01%

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
SI	08 Sep, 25	55000	57170	+3.9%	N/A

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
SI	11 Aug, 25	1 L.	1.08 L.	+7.6%	N/A

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

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

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

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.