Aditya Birla Sun Life Nifty Next 50 ETF
Direct · Growth ₹77.56
11 Nov 2026
NAV
18.4%
3Y CAGR
18.6%
5Y CAGR
17.1%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
3.08
Sharpe
-35.8%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.09%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.64 L | 19.1% | -55.5% | 92.4% |
| 3 Years | ₹36.00 L | ₹45.99 L | 18.3% | 0.9% | 40.1% |
| 5 Years | ₹60.00 L | ₹92.29 L | 19.2% | 8.8% | 31.0% |
| 7 Years | ₹84.00 L | ₹1.48 Cr | 15.9% | 12.3% | 18.0% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 19.1% | 8.6% |
| 3 Years | 18.3% | 13.2% |
| 5 Years | 19.2% | 13.5% |
| 7 Years | 15.9% | 13.7% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 17.8% | 8.3% | -32.0% | 87.1% | 0.46 | 1.60 | 76% | — | — |
| 3 Years | 18.4% | 18.5% | 10.1% | 27.3% | 3.78 | — | 100% | — | — |
| 5 Years | 18.6% | 18.7% | 9.9% | 28.3% | 3.08 | — | 100% | — | — |
-35.8%
Max Drawdown
2 mo
Drawdown Duration
8 mo
Recovery Time
-7.0%
Avg Drawdown
Calmar Ratio by Duration
0.50
1Y
0.51
3Y
0.52
5Y
0.43
7Y
49
Total Holdings
33.9%
Top 10 Weight
26
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Divi's Laboratories Ltd. | 5.24% |
| 2 | TVS Motor Company Ltd. | 4.16% |
| 3 | Hindustan Aeronautics Ltd. | 3.88% |
| 4 | Tata Motors Ltd. | 3.50% |
| 5 | Adani Power Ltd. | 3.32% |
| 6 | Samvardhana Motherson International Ltd. | 2.92% |
| 7 | Cholamandalam Investment & Finance Co. Ltd. | 2.90% |
| 8 | Torrent Pharmaceuticals Ltd. | 2.86% |
| 9 | Vedanta Aluminium Metal Ltd. | 2.55% |
| 10 | Cummins India Ltd. | 2.54% |