Aditya Birla Sun Life BSE India Infrastructure Index Fund Direct Growth

Aditya Birla Sun Life BSE India Infrastructure Index Fund Direct Growth is an equity fund. This fund was started on 4 December, 2024. The fund is managed by . The fund could potentially beat inflation in the long-run.

1. Aditya Birla Sun Life BSE India Infrastructure Index Fund Direct Growth has ₹33 Cr worth of assets under management (AUM) as on Mar 2025 and is less than category average.
2. The fund has an expense ratio 0.4.
   

Aditya Birla Sun Life BSE India Infrastructure Index Fund Direct Growth has given a CAGR return of -9.69% since inception.

Aditya Birla Sun Life BSE India Infrastructure Index Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Industrial, Utilities, Financial Services, Energy. Its top holdings are Larsen & Toubro Ltd, NTPC Ltd, InterGlobe Aviation Ltd, Power Grid Corp Of India Ltd, Oil & Natural Gas Corp Ltd

As it is a index funds mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

The investment objective of the Scheme is to provide returns that, before expenses, correspond to the total returns of securities as represented by the BSE India Infrastructure Total Return Index, subject to tracking errors. The Scheme does not guarantee/indicate any returns. There is no assurance or guarantee that the investment objective of the Scheme will be achieved.

Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. Aditya Birla Sun Life BSE India Infrastructure Index Fund Direct Growth has no lock in period.