Mutual Funds

Aditya Birla Sun Life Nifty India Defence Index Fund-Direct IDCW Payout

Aditya Birla Sun Life Mutual FundEquity FundsVery High Risk
₹13.37+0.08 (+0.64%)

NAV as on 2026-07-17 · Equity · Equity Funds

AUM

₹1,269 Cr

1Y Return

+11.9%

3Y CAGR

-

5Y CAGR

-

Expense

0.28%

Risk

Very High

Aditya Birla Sun Life Nifty India Defence Index Fund-Direct IDCW Payout
₹13.37+0.64%

1Y Return

+11.9%

3Y CAGR

-

5Y CAGR

-

Since Inception

+17.1%

AI Fund Analysis

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NAV History

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52-Week NAV Range

₹10.33
₹13.92

85% from 52W low

Fund Information

Equity FundsEquitySince 02-09-2024

Fund House

Aditya Birla Sun Life Mutual Fund

Category

Equity - Equity Funds

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Equity100.1%

Market Cap Split

Large Cap51.3%
Mid Cap25.7%
Small Cap18.6%

Top Holdings

21 stocks
Weight1M Change
1

Hindustan Aeronautics Ltd Ordinary Shares

Industrials

19.97%+8.0%
2

Bharat Electronics Ltd

Industrials

17.50%+8.0%
3

Bharat Forge Ltd

Consumer Cyclical

14.73%+8.0%
4

Solar Industries India Ltd

Basic Materials

11.05%+8.0%
5

Mazagon Dock Shipbuilders Ltd

Industrials

6.10%+8.0%
6

Cochin Shipyard Ltd

Industrials

4.31%+8.0%
7

MTAR Technologies Ltd

Industrials

4.06%+8.0%
8

Bharat Dynamics Ltd Ordinary Shares

Industrials

3.69%+8.0%
9

Data Patterns (India) Ltd

Industrials

3.55%+8.0%
10

Astra Microwave Products Ltd

Technology

2.80%+8.0%

Sector Allocation

Weight1M Change
Industrials
69.5%+100%
Consumer Cyclical
16.1%+16%
Basic Materials
11.6%+16%
Technology
2.8%+8%

Fundamentals

P/E Ratio

47.98

Cat avg: 24.22

P/B Ratio

10.68

Cat avg: 3.87

Dividend Yield

0.68%

Cat avg: 1.57%

Price/Sale

9.53

Price/Cash Flow

35.97

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
Aditya BSL Nifty India Dfnc IdxDirIDCW-P1,2690.28+11.9%--
DSP BFSI Next Index Fund Dir IDCW-P-0.28---
UTI Nifty 50 Index Fund IDCW-P28,6850.26-2.1%+8.3%+9.9%
ICICI Pru Nifty 50 Index Dir IDCW-P16,8390.17-2.2%+8.3%+9.8%
SBI Nifty Index Dir IDCW-P13,6460.19-2.2%+8.3%+9.9%
ICICI Pru Nifty Next 50 Index Dir IDCW-P9,4760.26+5.0%+17.7%+13.3%
Nippon India Index Nifty 50 Dir AnnIDCWP3,7920.06-2.1%+8.3%+9.9%
Nippon India Nifty Smallcap250IDirIDCW-P3,2940.300.0%+17.5%+14.7%
Bandhan Nifty 50 Index Dir IDCW-P2,7020.08-2.1%+8.3%+9.9%
Nippon India Nifty Midcap150IdxDirIDCW-P2,5870.25+4.7%+19.0%+17.3%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹1,269 Cr
Expense Ratio0.28%
Volatility (3Y)-
Sharpe Ratio-
Sortino Ratio-
Beta-
Min SIP₹500
Min Lumpsum₹5,000
Holdings21

Risk-o-Meter

Low

Moderate

High

Very High

Rated as Very High risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.