Aditya Birla Sun Life Nifty Next 50 Index Fund
Open in live screener →Key metrics
Further reading: Why large-cap funds show deeper drawdowns than small caps
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -1.92% | -6.13% | -6.57% | -5.24% | -2.35% | 15.21% | – | – | – |
NAV history
About this fund
Aditya Birla Sun Life Nifty Next 50 Index Fund is a passive index fund/ETF offered by Aditya Birla Sun Life Mutual Fund, classified under Equity as Index Funds - Equity Funds. It aims to mirror an index rather than beat it, usually at a lower cost than active funds. Its latest NAV is ₹16.79, with assets under management of about ₹241 Cr (April - June 2026).
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Performance analysis
Over the trailing one year, Aditya Birla Sun Life Nifty Next 50 Index Fund has recorded a return of about -2.4%, with a three-year return of 15.2%. Its annualised volatility is 17.9% — relatively large fluctuations — and its Sharpe ratio is -0.50, a measure of return per unit of risk taken. The direct-plan base expense ratio is 0.30%, deducted daily from the NAV.
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Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | 18.26 | 8.04 | -13.44 | 73.07 | 76% | 40% |
| 3Y | 18.26 | 18.09 | 11.81 | 23.78 | 100% | 100% |
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| UTI BSE Low Volatility Index Fund Index Funds - Equity Funds | -4.68 | -9.67 | -8.93 | -13.58 | 5.14 | – | – | 0.39 |
| Axis Nifty Smallcap 50 Index Fund Index Funds - Equity Funds | -7.39 | -3.14 | 5.81 | 4.92 | 15.16 | – | – | 0.23 |
| Axis Nifty Midcap 50 Index Fund Index Funds - Equity Funds | -8.20 | -8.15 | -3.60 | -2.11 | 13.25 | – | – | 0.20 |
| UTI Nifty Midcap 150 Quality 50 Index Fund Index Funds - Equity Funds | -5.65 | -7.16 | -5.21 | -8.54 | 6.29 | – | – | 0.47 |
| HSBC NIFTY 50 Index Fund Index Funds - Equity Funds | -2.72 | -5.26 | -6.26 | -11.37 | 6.08 | – | – | 0.15 |
| HSBC NIFTY NEXT 50 Index Fund Index Funds - Equity Funds | -6.15 | -6.64 | -5.52 | -2.72 | 15.02 | – | – | 0.28 |
| 360 ONE ELSS Tax Saver Nifty 50 Index Fund Index Funds - Equity Funds | -2.77 | -5.30 | -6.34 | -11.43 | 6.04 | – | – | 0.31 |
| UTI Nifty 500 Value 50 Index Fund Index Funds - Equity Funds | -5.98 | -7.98 | -11.58 | 1.05 | 18.68 | – | – | 0.50 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Ultra short to short term Fund Income/Debt Oriented Schemes - Ultra Short to Short Term Fund | 0.07 | 1.06 | 2.68 | 5.67 | 7.24 | 6.72 | 7.18 | – |
| ADITYA BIRLA SUN LIFE ARBITRAGE FUND Hybrid Scheme - Arbitrage Fund | 0.55 | 1.50 | 3.12 | 6.70 | 7.37 | 6.84 | 6.38 | 0.27 |
| Aditya Birla Sun Life Large Cap Fund Equity Scheme - Large Cap Fund | -3.44 | -4.87 | -4.82 | -9.27 | 8.58 | 7.49 | 11.09 | 0.81 |
| Aditya Birla Sun Life Corporate Bond Fund Debt Scheme - Corporate Bond Fund | -0.82 | -0.52 | 1.43 | 3.05 | 6.78 | 6.16 | 7.13 | 0.28 |
| Aditya Birla Sun Life Medium Term Fund Debt Scheme - Medium Duration Fund | -0.57 | 0.17 | 2.55 | 7.31 | 10.39 | 12.51 | 8.94 | – |
| Aditya Birla Sun Life ELSS Tax Saver Fund Equity Scheme - ELSS | -5.42 | -7.19 | -5.88 | -8.16 | 9.46 | 6.67 | 9.68 | 0.82 |
| Aditya Birla Sun Life Banking & PSU Debt Fund Debt Scheme - Banking and PSU Fund | -0.53 | -0.07 | 1.61 | 3.41 | 6.77 | 6.09 | 6.96 | 0.33 |
| Aditya Birla Sun Life Small Cap Fund Equity Scheme - Small Cap Fund | -7.66 | -2.92 | 5.80 | 8.03 | 12.36 | 11.84 | 12.27 | 0.76 |