• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life Nifty Next 50 Index Fund (Growth)
Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Nifty Next 50 Index Fund (Growth)

EquityIndex Funds

14.3592

NAV (Feb 22)

20.2%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

14.3592

NAV (Feb 22)

Fund Returns

Last 1Y
51.8%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
20.2%
6 Month CAGR
32.1%

Scheme Information

Investment Objective

The investment objective of the Scheme is to provide returns that closely track the total returns of securities as represented by Nifty Next 50 Index,subject to tracking errors

Expense Ratio
0.92
Launched (2y ago)
Feb 21, 2022
AUM in Crores
68.094
ISIN
INF209KB12G9
Lock-in
No Lock-in
Benchmark
Nifty Next 50 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Pranav Gupta

Fund Manager

Haresh Mehta

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Aditya Birla Sun Life Nifty Next 50 Index Fund (Growth)70%31,36,561 24,03,94951.8%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-02-22

Top Stock Holdings

shriram finance ltd

4.1%
4.1%

trent ltd

4.1%
4.1%

bharat electronics ltd

4%
4%

tata power co ltd

4%
4%

hindustan aeronautics ltd ordinary shares

3.4%
3.4%
See all holdings

Allocation by Sector

financial services

20.9%
20.9%

industrials

17.3%
17.3%

basic materials

15.5%
15.5%

consumer defensive

13.6%
13.6%

consumer cyclical

11.6%
11.6%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 16,033 cr

₹ 13,846 cr

₹ 20,949 cr

₹ 11,823 cr

₹ 9,962 cr

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 345,949 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 90 equity,370 debt and 20 hybrid funds.amc-img
022-43568000
care.mutualfunds@adityabirlacapital.com
Fund NameScripbox Opinion
Till Date CAGR

-

4.5%

5.5%

7.4%

5.6%

6.8%

5.5%

7.3%

5.6%

7.1%

Aditya Birla Sun Life Nifty Next 50 Index Fund (G) Review

Aditya Birla Sun Life Nifty Next 50 Index Fund (G) is a Index Funds Equity fund and has delivered an annualised return of 20.2% over a period of 2 years. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Haresh Mehta, Pranav Gupta.

Nav of Aditya Birla Sun Life Nifty Next 50 Index Fund (G) as of 2/22/2024 is ₹14.36 with the total AUM as of 2/23/2024 is ₹68.094. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Nifty Next 50 Index Fund (G) was launched on Feb 21, 2022. The category risk of the fund is Very High Risk.

The minimum SIP amount for Aditya Birla Sun Life Nifty Next 50 Index Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Aditya Birla Sun Life Nifty Next 50 Index Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty Next 50 TR INR.

Aditya Birla Sun Life Nifty Next 50 Index Fund (G) is rated as a 0 fund in Equity and delivered 51.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Aditya Birla Sun Life Nifty Next 50 Index Fund (G).

Frequently Asked Questions

What is Aditya Birla Sun Life Nifty Next 50 Index Fund (G)?

Aditya Birla Sun Life Nifty Next 50 Index Fund (G) is a Index Funds Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Aditya Birla Sun Life Nifty Next 50 Index Fund (G)?

You can invest in Aditya Birla Sun Life Nifty Next 50 Index Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Aditya Birla Sun Life Nifty Next 50 Index Fund (G)?

The minimum sip amount for Aditya Birla Sun Life Nifty Next 50 Index Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Aditya Birla Sun Life Nifty Next 50 Index Fund (G) good to invest in?

As per Scripbox experts, Aditya Birla Sun Life Nifty Next 50 Index Fund (G) is a Not Reviewed Yet fund. You can investAditya Birla Sun Life Nifty Next 50 Index Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Aditya Birla Sun Life Nifty Next 50 Index Fund (G)?

The expense ratio of the Aditya Birla Sun Life Nifty Next 50 Index Fund (G) is 0.92% for regular plan.