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AppStore
PlaystoreAditya Birla Sun Life AMC Limited
Aditya Birla Sun Life AMC Limited
Equity
ETFs - Other
An open ended scheme replicating NIFTY 50 index
Annualized Returns %
Annualized
Returns %
Aditya Birla Sun Life Nifty 50 ETF Overview
Aditya Birla Sun Life Nifty 50 ETF is an open ended scheme replicating Nifty 50 TR Index.
Investment Objective
The investment objective of the scheme is to provide returns that closely correspond to the total returns of securities as represented by Nifty 50 TRI, subject to tracking errors. The Scheme does not guarantee/indicate any returns. There can be no assurance that the scheme objectives will be achieved.
Why one can invest:
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If you want to invest in the largest and most liquid companies in India across different sectors and industries.
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If you want to invest in a way that requires less active management and expertise and is easier to buy and sell.
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If you are looking for a long-term investment option that can potentially help you achieve your financial goals.
Also Read: How to save for multiple financial goals
Fund Details
CAGR
Latest NAV
AUM
Inception Date
Risk
Investment Horizon
3-5 years
Annualized Benchmark Returns
Min Investment
Entry load
NIL
Exit load
NIL
Total Expense Ratio (TER)
Sharpe Ratio
Beta Ratio
Other Parameters
Standard Deviation
Modified Duration
-
Yield to Maturity
-
Portfolio Turnover:
-
Average Maturity
-
Macaulay Duration
-
Net Equity Exposure
-
Fund Managers
Mr. Rupesh Gurav
Riskometer
(An open ended scheme replicating NIFTY 50 index)
This product is suitable for investors who are seeking
-
-Long term capital growth
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-Investments in stocks in line with Nifty 50 to generate comparable returns, subject to tracking errors
*Investors should consult their financial advisers if in doubt whether the product is suitable for them
Portfolio & Sector Holdings
Retail
% of Net Assets
Sector Holdings
Fund Summary
• Investing in large-cap stocks, such as those represented in the Nifty 50 Index, can be a great way to minimize risk while still gaining exposure to the Indian stock market.
• The Nifty 50 Index is made up of 50 of the largest and most liquid companies in India, representing various sectors and industries.
• For investors seeking a hassle-free and low-cost way to invest in large-cap stocks, Aditya Birla Sun Life Nifty 50 ETF could be a solution, as it tracks the Nifty 50 Index and provides diversified exposure to top-performing companies in India.
• With high diversification across different sectors and industries, the fund reduces the risk of over exposure to any single company or sector, which can help mitigate risk and improve returns over the long-term.
• Investing in Aditya Birla Sun Life Nifty 50 ETF offers several advantages, including lower costs, greater diversification, and simplified investment management. Moreover, ETFs are easy to buy and sell, making them a convenient investment option for investors.
Fund Discipline
• The Scheme allocates 95% - 100% of its asset in stocks constituting the Nifty 50 TRI and 0% - 5% in debt & money market instruments.
• The Scheme will invest in all the stocks comprising the Nifty 50 TRI in approximately the same weightage that they represent in the Nifty 50 TRI.
• The scheme will predominantly invest in large capitalisation companies with high liquidity.
Tax Applicability
Investment held for less than 12 months
Short Term Capital Gain Tax would be applicable. Any gains/profits would be taxed at 15% (plus applicable surcharge and cess).
Investment held for more than 12 months
Long Term Capital Gain Tax would be applicable. Gains/profits are taxed at 10% without indexation (plus applicable surcharge and cess).
Any income received under this option would be considered as income for the investors and hence would be taxed at applicable tax slab rates.
Forms & Downloads
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Frequently Asked Questions
As the units of the Aditya Birla Sun Life Nifty 50 ETF are listed on the stock exchange, you can invest by purchasing its units in demat form, from the stock exchange. This can be done in a manner akin to trading of shares either directly from your demat account or through a broker of your choice
Your investment in Aditya Birla Sun Life Nifty 50 ETF can be redeemed in the same manner in which it is made i.e.: through the stock exchange, in a manner similar to trading of shares. Thus, redeeming your investment in Aditya Birla Sun Life Nifty 50 ETF is very convenient and done on a real-time basis on the stock exchange.
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