Aditya Birla Sun Life Nifty SDL SEP 2027 Index Fund-Regular Growth

Aditya Birla Sun Life Nifty SDL SEP 2027 Index Fund-Regular Growth is a scheme launched by Aditya Birla Sun Life Mutual Fund on March 10, 2023, and falls under the Index fund category. It currently manages an AUM of Rs 33.15 crore. The fund permits investments with a minimum SIP of Rs 500 and a lump sum of Rs 500. It charges an expense ratio of 0.5% for managing the portfolio.

• Investing Strategy:

  The investment objective of the Scheme is to generate returns corresponding to the total returns of the securities as represented by the Nifty SDL Sep 2027 Index before expenses, subject to tracking errors.

• Performance:

  Aditya Birla Sun Life Nifty SDL SEP 2027 Index Fund-Regular Growth trailing returns over different times are 7.95% (1 year), 0% (3 year) and 0% (5 year). The average annual return of this fund stands at 5.85%.