Aditya Birla Sun Life Nifty Next 50 Index Fund
Direct · Growth ₹18.06
06 Jul 2026
NAV
18.5%
3Y CAGR
18.7%
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.
4.70
Sharpe
-26.7%
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.
NA
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 | ₹12.58 L | 19.5% | -32.3% | 91.6% |
| 3 Years | ₹36.00 L | ₹44.98 L | 14.9% | 1.8% | 26.4% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 19.5% | 14.5% | 9.2% | +5.1% |
| 3 Years | 14.9% | 11.2% | 12.6% | +3.7% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 19.1% | 8.3% | -12.7% | 72.3% | 0.49 | 1.93 | 76% | — | — |
| 3 Years | 18.5% | 18.2% | 11.8% | 23.8% | 4.70 | — | 100% | — | — |
-26.7%
Max Drawdown
5 mo
Drawdown Duration
Not recovered
Recovery Time
-8.2%
Avg Drawdown
Calmar Ratio by Duration
0.72
1Y
0.69
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +13.01 | 1.12 | 115.1% | 99.2% | 10.5% | -1.6% |
| 3 Years | +10.58 | 1.16 | 117.1% | 105.0% | 18.0% | 7.3% |
| 5 Years | +5.83 | 1.08 | 107.1% | 99.0% | 13.3% | 7.4% |
| 7 Years | +4.20 | 1.08 | 107.1% | 99.0% | 9.3% | 5.2% |
| 10 Years | +3.04 | 1.08 | 107.1% | 99.0% | 6.4% | 3.6% |
| 12 Years | +2.61 | 1.08 | 107.1% | 99.0% | 5.3% | 3.0% |
| 15 Years | +2.18 | 1.08 | 107.1% | 99.0% | 4.2% | 2.4% |
50
Total Holdings
32.2%
Top 10 Weight
26
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Adani Power Limited | 3.79% |
| 2 | Tata Motors Limited | 3.61% |
| 3 | Divi's Laboratories Limited | 3.42% |
| 4 | Hindustan Aeronautics Limited | 3.39% |
| 5 | TVS Motor Company Limited | 3.32% |
| 6 | Cholamandalam Investment and Finance Company Limited | 3.16% |
| 7 | Cummins India Limited | 3.12% |
| 8 | Avenue Supermarts Limited | 2.88% |
| 9 | Varun Beverages Limited | 2.83% |
| 10 | Samvardhana Motherson International Limited | 2.67% |