Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-IDCW
Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-IDCW: Mutual Fund Overview
Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-IDCW is an Large Cap mutual fund with over 4.06 years of performance history. The scheme manages an AUM of ₹247.56 Cr and has a NAV of ₹16.079. It is rated '4' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 12.07%.
Equity, Large Cap, Principal at very high risk
1 Year Return 12.07% at 12 Mar 2026 08:13 PM
Fund Details
NAV 16.079
Sub-Type Large Cap
Rating 4
Min. SIP Amount ₹100.0
Fund Age(Year) 4.06
Fund Size(in Crores) 247.56
Fund Performance
1 Month -5.23%
3 Month -2.17%
6 Month -2.37%
1 Year 12.07%
3 Year 19.86%
5 Year 0.0%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (99.88%) Market Cap Mid Cap 4.78 Large Cap 95.09 Small Cap 0.01 Top Sectors Financial 33.02 Energy 12.57 Technology 7.64 Automobile 7.33 Consumer Staples 6.51 Services 5.04 Healthcare 4.71 Metals & Mining 4.51 Construction 4.11 Materials 3.82 Communication 3.79 Capital Goods 3.27 Insurance 1.69 Consumer Discretionary 1.29 Chemicals 0.58 Top Holding Hindustan Unilever 1.5 Ultratech Cement 1.09 Eternal 1.28 Bajaj Housing Finance 0.06 Punjab National Bank 0.32 Bharat Petroleum Corporation 0.54 REC 0.32 Hindustan Zinc 0.19 Trent 0.63 Sun Pharmaceutical Industries 1.33 Siemens Energy India 0.19 HDFC Life Insurance 0.56 United Spirits 0.3 Wipro 0.42 Dr. Reddy's Laboratories 0.57 Power Fin. Corp. 0.44 Tata Consumer Products 0.54 Adani Power 0.4 The Indian Hotels Company 0.42 Indian Railway Finance Corporation 0.13 Tata Consultancy 1.95 Adani Enterprises 0.41 Apollo Hospitals Enterprise 0.58 Tech Mahindra 0.62 TVS Motor Company 0.66 ABB India 0.23 GAIL (India) 0.33 Power Grid Corporation Of India 0.98 Cipla 0.55 Britannia Industries 0.51 JSW Steel 0.86 Vedanta 0.88 Divi's Laboratories 0.59 Nestle India 0.67 Max Healthcare Institute 0.59 NTPC 1.31 Godrej Consumer 0.35 Hyundai Motor 0.22 SBI Life Insurance Company 0.66 Info Edge (India) 0.29 Maruti Suzuki India 1.41 Torrent Pharmaceuticals 0.33 Bharat Electronics 1.15 Mazagon Dock Shipbuilders 0.12 Varun Beverages 0.45 ITC 2.19 Axis Bank 2.87 HCL Technologies 1.06 Bajaj Finance 1.91 LTIMindtree 0.3 ICICI Bank 7.13 Titan Company 1.29 Shree Cement 0.25 Bank of Baroda 0.43 Lodha Developers 0.2 ICICI Lombard Gen. Insurance 0.33 Cholamandalam Investment and Finance Company 0.53 Tata Motors Passenger Vehicles 0.58 Asian Paints 0.78 Indian Oil Corporation 0.51 Grasim Industries 0.77 Avenue Supermarts 0.41 Adani Ports and Special Economic Zone 0.81 JSW Energy 0.19 Infosys 3.29 Eicher Motors 0.8 DLF 0.28 Kotak Mahindra Bank 2.21 JIO Financial 0.61 Coal India 0.71 HDFC Bank 9.82 Solar Industries India 0.24 Pidilite Industries 0.34 Bajaj Finserv 0.82 Tata Power Company 0.46 TVS Motor Company - Pref. Shares 0.01 Shriram Finance 1.09 Samvardhana Motherson 0.43 Siemens 0.22 Bajaj Auto 0.8 Bajaj Holdings & Invest. 0.34 Bharti Airtel 3.79 Adani Energy Solutions 0.25 Mahindra & Mahindra 2.19 Larsen & Toubro 3.63 Zydus Lifesciences 0.17 Interglobe Aviation 0.79 Hindustan Aero 0.54 Adani Green Energy 0.21 ONGC 0.79 Canara Bank 0.38 Reliance Industries 6.81 Life Insurance 0.14 Bosch 0.23 Tata Steel 1.27 Hindalco Industries 0.97 CG Power 0.36 Havells India 0.25 Jindal Steel 0.34 State Bank of India 3.61 Ambuja Cements 0.22
Debt & Others (0.15%) Sector Allocation Net Current Assets 0.03 Repo 0.12 Debt Credit Ratings Debt Category Others 0.15
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-Growth Ret 1M -8.4% Ret 1Y 6.7% Ret 3Y 13.71% Ret 5Y 11.36%
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-IDCW Ret 1M -8.4% Ret 1Y 6.7% Ret 3Y 13.71% Ret 5Y 11.36%
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-IDCW Reinvestment Ret 1M -8.4% Ret 1Y 6.7% Ret 3Y 13.71% Ret 5Y 11.36%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-Growth Ret 1M -6.92% Ret 1Y 11.88% Ret 3Y 16.61% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-IDCW Ret 1M -6.92% Ret 1Y 11.88% Ret 3Y 16.61% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-IDCW Reinvestment Ret 1M -6.92% Ret 1Y 11.88% Ret 3Y 16.61% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-Growth Ret 1M -8.04% Ret 1Y 6.77% Ret 3Y 11.77% Ret 5Y 10.1%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-IDCW Ret 1M -8.04% Ret 1Y 6.77% Ret 3Y 11.77% Ret 5Y 10.1%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-IDCW Reinvestment Ret 1M -8.04% Ret 1Y 6.77% Ret 3Y 11.77% Ret 5Y 10.1%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-Growth Ret 1M -5.23% Ret 1Y 12.07% Ret 3Y 19.86% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-IDCW Ret 1M -5.23% Ret 1Y 12.07% Ret 3Y 19.86% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.91%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Pranav Gupta
Education Mr. Gupta has done B.Com and Master of Management Studies, Finance
Experience Prior to joining Aditya Birla Sun Life Mutual Fund, he has worked with Centrum India and Ohm Stock Broker Pvt. Ltd
Rupesh Gurav
Education B. Com Mumbai University
Experience Prior to joining the Aditya Birla Sun Life AMC Limited, he had worked with Citi Bank N.A and Sahara Asset Management Company Private
Priya Sridhar
Education Ms. Sridhar has done B.Com and M.F.M
Experience Prior to joining Aditya Birla Mutual Fund, she has worked with ICICI Prudential MF, ITI Mutual Fund and LIC Housing Finance Ltd
Haresh Mehta
Education Mr. Mehta has done MBA and CFA
Experience Prior to joining Jio BlackRock AMC, he was associated with Bajaj Finserv AMC, Aditya Birla Sun Life AMC Ltd, Baroda BNP Paribas Asset Management India Pvt. Ltd and First Global Stockbroking Pvt. Ltd
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 21
Date of Incorporation 2022-02-18
Total AUM 435493.47
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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