Aditya Birla SL Nifty 50 EWI Fund - Direct (IDCW) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Aditya Birla SL Nifty 50 EWI Fund - Direct (IDCW) (42081) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Aditya Birla SL Nifty 50 EWI Fund - Direct (IDCW)
Aditya Birla Sun Life AMC Ltd
The investment objective of the scheme is to provide returns that closely correspond to the total returns of securities as represented by Nifty 50 Equal Weight TR Index, subject to tracking errors. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes' objectives will be achieved.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Weak Returns
Risk
High Risk
Expenses
Low Expense Ratio
Portfolio Mix
Equity Focused
Management
Established Team
Quality Score
Average Quality
Aditya Birla SL Nifty 50 EWI Fund - Direct (IDCW) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
Equity Exposure
Market exposure level
Alpha Generation
Outperformance vs benchmark
Cost Efficiency
Fund management costs
Long-term Track Record
Historical performance consistency
1-Year Returns
Recent performance momentum
Management Stability
Fund manager experience
Risk Assessment
Risk-adjusted returns
Fund Size
Assets under management
Investment Timing Insights
3Y Performance Comparison
This fund has underperformed its benchmark by 0.46% over the 3Y period.
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Your Investment
Compare With Popular Options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Sector | % Assets |
|---|---|---|
| Eternal Ltd | E-Commerce/App based Aggregator | 2.42% |
| Hindustan Unilever Ltd | FMCG | 2.26% |
| Jio Financial Services Ltd | Finance | 2.21% |
| Apollo Hospitals Enterprise Ltd | Healthcare | 2.17% |
| Asian Paints Ltd | Paints/Varnish | 2.14% |
| UltraTech Cement Ltd | Cement | 2.13% |
| ICICI Bank Ltd | Banks | 2.12% |
| Cipla Ltd | Pharmaceuticals | 2.10% |
| JSW Steel Ltd | Steel | 2.09% |
| Sun Pharmaceutical Industries Ltd | Pharmaceuticals | 2.08% |
Sector Breakdown
Compare against Index Fund category average
Performance Summary
This comparison shows how the fund performs relative to the Index Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Index Fund category
Aditya Birla SL Nifty 50 EWI Fund - Direct (IDCW) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Invesco India Nifty G-sec Sep 2032 Index Fund-Dir (IDCW) | ₹1247.44 | 4.26% | 8.39% | N/A |
| Invesco India Nifty G-sec Sep 2032 Index Fund-Dir (G) | ₹1247.44 | 4.26% | 8.39% | N/A |
| Invesco India Nifty G-sec Sep 2032 Index Fund-Reg (G) | ₹1242.74 | 4.18% | 8.23% | N/A |
| Invesco India Nifty G-sec Sep 2032 Index Fund-Reg (IDCW) | ₹1242.72 | 4.18% | 8.23% | N/A |
| Invesco India Nifty G-sec Jul 2027 Index Fund-Dir (G) | ₹1220.00 | 4.38% | 8.21% | N/A |
| Invesco India Nifty G-sec Jul 2027 Index Fund-Dir (IDCW | ₹1220.00 | 4.38% | 8.21% | N/A |
| Invesco India Nifty G-sec Jul 2027 Index Fund-Reg (IDCW) | ₹1215.39 | 4.31% | 8.05% | N/A |
| Invesco India Nifty G-sec Jul 2027 Index Fund-Reg (G) | ₹1215.38 | 4.31% | 8.05% | N/A |
| HDFC BSE Sensex Index Fund - Direct | ₹792.87 | 11.07% | -1.48% | 12.15% |
| HDFC BSE Sensex Index Fund - Regular | ₹773.82 | 10.99% | -1.63% | 11.97% |
Category Average Returns
Priya Sridhar
A seasoned investment professional with over 5 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.