Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Direct Growth

Scheme code: INF209KB1Z71 NAV value: ₹ 17.4821 NAV date: 19 March, 2026 TER: 0.42%

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: Index Funds

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-5.76	47.56	12.38	16.00	9.23
3 year	12.17	22.90	17.61	17.82	15.72

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	16
3 year	6.28	30.95	15.04	17.82
5 year	8.38	26.02	14.22
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	16
3 year	6.56	19.64	13.57	17.82
5 year	9.22	12.29	10.75

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	16
3 year	7.68	21.49	15.06	17.82
5 year	10.37	13.5	11.93

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	16
3 year	8.04	32.03	17.81	17.82
5 year	8.18	28.64	15.34
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,81,239 - Absolute Returns: ₹81,239 - CAGR: %

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹46,21,057 - Absolute Returns: ₹10,21,057 - CAGR: %

Max Drawdown

-18.02 %

Drawdown Duration

5 months

Recovery Time

10 months

Avg Drawdown

-4.39 %

1 Y

0.8877

3 Y

0.9886

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	6.10	1.02	104.9	96.8	10.05 %	4.00 %
3 years	5.87	1.00	104.5	97.0	17.15 %	11.28 %
5 years	3.93	0.97	100.2	95.0	12.06 %	8.18 %
7 years	2.68	0.97	100.2	95.0	8.48 %	5.78 %
10 years	1.78	0.97	100.2	95.0	5.86 %	4.01 %
12 years	1.43	0.97	100.2	95.0	4.86 %	3.33 %
15 years	1.09	0.97	100.2	95.0	3.87 %	2.66 %