Aditya Birla Sun Life Nifty Next 50 Index Fund
Direct · Growth ₹16.88
30 Oct 2026
NAV
18.3%
3Y CAGR
18.3%
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.
4.78
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.
0.36%
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 | 18.8% | -32.3% | 91.6% |
| 3 Years | ₹36.00 L | ₹44.15 L | 13.9% | 0.5% | 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 | Category avg |
|---|---|---|
| 1 Year | 18.8% | 4.7% |
| 3 Years | 13.9% | 10.3% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 18.2% | 8.2% | -12.7% | 72.3% | 0.46 | 1.83 | 76% | — | — |
| 3 Years | 18.3% | 18.1% | 11.8% | 23.8% | 4.78 | — | 100% | — | — |
-26.7%
Max Drawdown
5 mo
Drawdown Duration
Not recovered
Recovery Time
-8.1%
Avg Drawdown
Calmar Ratio by Duration
0.68
1Y
0.69
3Y
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 | CG Power and Industrial Solutions Limited | 2.67% |