Active Stocks
Wed Jul 09 2025 12:40:37
  1. Hdfc Bank share price
  2. 2,010.75 0.46%
  1. Tata Steel share price
  2. 158.30 -2.25%
  1. Tata Motors share price
  2. 692.00 -0.18%
  1. Ntpc share price
  2. 345.00 0.52%
  1. Infosys share price
  2. 1,630.00 -0.53%
Business News/Market/Market Stats/    Aditya Birla Sun Life Nifty Next 50 Index Fund Regular Growth

Aditya Birla Sun Life Nifty Next 50 Index Fund Regular Growth

+
  • Index Funds
  • Index Funds
  • Rating N.A.
  • Plan
16.60 +-0.00 (-0.02%) NAV as on 08 Jul, 2025
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)230.25
  • CAGR -6.97%
  • Exit Load0.00%
  • Expense ratio0.26%
  • CategoryIndex Funds
  • Min Investment100
  • Min SIP100
  • Launch Date2022-02-21

Morning Star Rating N.A.

Medium
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 09 July 2025

  • Name
  • Value (Cr)
  • Holding %
View More

Peer Comparison

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio0.66
  • Std Deviation 19.52%
  • Tracking Error 0.00%

About Fund

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

 

The Aditya Birla Sun Life Nifty Next 50 Index Fund Regular Growth has an AUM of 230.25 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 0.26%. The minimum investment in Aditya Birla Sun Life Nifty Next 50 Index Fund Regular Growth is Rs 100 and the minimum SIP is Rs 100.

 

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

 

The top holdings of the fund include Interglobe Aviation, Hindustan Aeronautics, Divis Laboratories & Vedanta.

 

The major sectors where the fund is invested are Electric Utilities, Biotechnology & Drugs, Consumer Financial Services & Regional Banks.

 

Some of the similar funds are Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Regular Growth, Aditya Birla Sun Life Nifty Next 50 Index Fund Regular Growth, Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund Regular Growth, UTI Nifty Private Bank Index Fund Regular Growth, Kotak Nifty Midcap 150 Momentum 50 Index Fund Regular Growth. Aditya Birla Sun Life Nifty Next 50 Index Fund Regular Growth has a sharpe ratio of 0.66 & a standard deviation of 19.52%.

Mutual Fund News

Retail funds in GIFT City: What investors must know about tax implications

3 min read . 12:12 PM IST

AMFI June data: Equity mutual fund inflows jump 24% to ₹23,587 crore

1 min read . 12:08 PM IST

How you can invest in international markets

4 min read . 08 Jul 2025

Will smallcaps rebound in H2 2025 after underperforming in H1?

4 min read . 08 Jul 2025
View More News

FAQs about Aditya Birla Sun Life Nifty Next 50 Index Fund Regular Growth

According to the morning star rating Aditya Birla Sun Life Nifty Next 50 Index Fund Regular Growth has a Medium risk & Exceptional return.
Aditya Birla Sun Life Nifty Next 50 Index Fund Regular Growth is managed by Priya Sridhar.
The expense ratio of Aditya Birla Sun Life Nifty Next 50 Index Fund Regular Growth is 0.26%.
The 5 year annualized return on Aditya Birla Sun Life Nifty Next 50 Index Fund Regular Growth is 0.00% & it has generated -6.97% in the last 1 year.
The minimum investment in Aditya Birla Sun Life Nifty Next 50 Index Fund Regular Growth is 100 Rs.
Aditya Birla Sun Life Nifty Next 50 Index Fund Regular Growth has an AUM of 230.25 crores.
Recommended For You