MonitorDirect · Growth
Aditya Birla Sun Life Nifty Next 50 Index Fund
Aditya Birla Sun Life Mutual FundIndex Funds - Equity Funds4.6 years
The scheme seeks to provide returns that closely track the total returns of securities as represented by Nifty Next 50 Index, subject to tracking errors.
- NAV
- 17.5035
- 15 Sept 2026
- 1Y
- +6.7%
- Trailing CAGR
- AUM
- ₹286.43 Cr
- 31 Aug 2026
- Volatility
- High
- 17.7% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+6.7%
- 3Y+16.0%
- 5Yn/a
- 10Yn/a
- SI+14.1%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+8.4%
- 3Y+8.6%
- 5Yn/a
- 10Yn/a
- Since inception
- +14.1%
- Calendar-day CAGR
- Excess 1Y
- +4.9%
- Category median, same plan and option
- 3Y win rate
- +49%
- Windows beating the median
- 3Y percentile
- 68
- Vs comparable share classes
- Worst rolling 3Y
- +11.8%
- 384 daily-ending windows
- Median rolling 3Y
- +18.3%
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- +8.6%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 12 days
- 36 recovered episodes
- Longest recovery
- 162 days
- Trough to prior peak
- Current spell
- 714 days
- Days below latest peak
- Time below peak
- +90%
- NAV observations
27 Sept 2024 – open
Trough 28 Feb 2025 · not recovered
-26.7%
11 Apr 2022 – 6 Sept 2022
Trough 20 Jun 2022 · recovered in 78 days
-19.2%
15 Sept 2022 – 6 Sept 2023
Trough 28 Mar 2023 · recovered in 162 days
-18.5%
3 Jun 2024 – 13 Jun 2024
Trough 4 Jun 2024 · recovered in 9 days
-9.3%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
68
Vs category
81
Consistency
47
Risk-adjusted
53
Drawdown
33
Mean
56
Portfolio
31 Aug 2026 · 51 holdings · top 10 are 32.7%.
- Top 5
- 18.5%
- Top 10
- 32.7%
- Largest holding
- 4.7%
- Effective holdings
- 42.3
Divi's Laboratories Ltd
Healthcare
4.7%
TVS Motor Company Ltd
Consumer Discretionary
4.0%
Tata Motors Ltd
Industrials
3.9%
Hindustan Aeronautics Ltd
Industrials
3.6%
Adani Power Ltd
Energy & Utilities
3.2%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
No status reasons yet. History is still thin.
Supporting reads
- Three-year return is above the category median.
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +2.4%
- 3Y
- n/a
- Vol
- 17.2%
- Max DD
- -15.4%
- Sharpe
- 0.08
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Aditya Birla Sun Life BSE 500 Quality 50 Index Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- -0.6%
- 3Y
- n/a
- Vol
- 13.6%
- Max DD
- -11.4%
- Sharpe
- -0.02
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Aditya Birla Sun Life Nifty Midcap 150 Index Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +3.5%
- 3Y
- +14.0%
- Vol
- 16.7%
- Max DD
- -21.2%
- Sharpe
- 0.81
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Axis BSE Sensex Index Fund
Axis Mutual Fund
- 1Y
- -8.5%
- 3Y
- n/a
- Vol
- 13.4%
- Max DD
- -16.0%
- Sharpe
- -0.18
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Axis Nifty 500 Index Fund
Axis Mutual Fund
- 1Y
- -2.6%
- 3Y
- n/a
- Vol
- 14.0%
- Max DD
- -18.6%
- Sharpe
- -0.35
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns