Aditya Birla SL Nifty 50 Index Fund
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Business Overview
The Aditya Birla SL Nifty 50 Index Fund is a passively managed mutual fund that aims to replicate the performance of the Nifty 50 Index, making it an ideal choice for investors seeking long-term capital appreciation through equity exposure. This fund is designed for those looking to invest in a diversified portfolio of India's top 50 companies, ensuring a balanced approach to wealth creation.
- Passively managed for lower costs
- Replicates Nifty 50 Index performance
- Ideal for long-term investors
- Diversified exposure to top Indian companies
- Suitable for both new and seasoned investors
Investment Thesis
Aditya Birla SL Nifty 50 Index Fund stands out due to its strong promoter backing and credibility, providing a solid foundation for growth. With the ongoing digital services expansion, the fund is well-positioned to capitalize on emerging opportunities. Additionally, its attractive valuation compared to peers makes it a compelling choice for retail investors seeking long-term gains.
- Strong backing from the Aditya Birla Group enhances credibility.
- Significant growth potential in digital services sector.
- Attractive valuation compared to industry peers.
- Diversified exposure to top Nifty 50 companies.
- Ideal for long-term investors seeking stability and growth.
Opportunity vs Risk
- Diversified exposure to Nifty 50
- Long-term growth potential
- Low expense ratio
- Suitable for passive investors
- Tax benefits on long-term gains
- Market volatility impacts returns
- Limited to Nifty 50 performance
- No active management
- Liquidity concerns during downturns
- Economic slowdown affects index
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10BusinessHighThe fund is invested in a diversified portfolio of Nifty 50 companies, which are generally in future-ready sectors.
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10GrowthHighThe underlying index has shown consistent revenue and profit growth over the years.
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10ProfitabilityHighThe fund's constituents generally exhibit strong ROE and ROCE.
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8ValuationHighValuation metrics like P/E and P/B are in line with industry averages.
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7BalanceHighThe fund's underlying companies maintain a healthy debt-to-equity ratio.
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6GovernanceGoodPromoter holding is stable, with minimal pledging.
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5DriversGoodGrowth drivers include economic recovery and increased market participation.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.