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 (100.1%) Market Cap Small Cap 0.03 Mid Cap 21.73 Large Cap 78.34 Top Sectors Financial 17.57 Energy 15.94 Capital Goods 12.64 Consumer Staples 9.58 Automobile 9.19 Metals & Mining 8.38 Services 6.69 Healthcare 6.45 Chemicals 3.41 Construction 2.87 Materials 2.82 Insurance 2.79 Technology 1.78 Top Holding Mazagon Dock Shipbuilders 0.73 United Spirits 1.76 Samvardhana Motherson 2.55 Avenue Supermarts 2.44 DLF 1.67 Ambuja Cements 1.31 TVS Motor Company - Pref. Shares 0.03 Adani Energy Solutions 1.51 Bajaj Housing Finance 0.35 Hindustan Zinc 1.13 Varun Beverages 2.66 Info Edge (India) 1.72 Adani Green Energy 1.25 Vedanta 5.25 Cholamandalam Investment and Finance Company 3.15 Canara Bank 2.28 Godrej Consumer 2.11 Zydus Lifesciences 0.99 Bharat Petroleum Corporation 3.22 ABB India 1.37 Indian Railway Finance Corporation 0.8 The Indian Hotels Company 2.52 Jindal Steel 2 Indian Oil Corporation 3.02 Bajaj Holdings & Invest. 2.01 JSW Energy 1.13 Bosch 1.36 Solar Industries India 1.42 GAIL (India) 1.97 Torrent Pharmaceuticals 1.95 Punjab National Bank 1.92 Siemens 1.3 ICICI Lombard Gen. Insurance 1.98 Adani Power 2.38 Pidilite Industries 2 Life Insurance 0.81 REC 1.88 Britannia Industries 3.05 Shree Cement 1.5 Hindustan Aero 3.2 Havells India 1.52 Divi's Laboratories 3.51 Lodha Developers 1.2 Bank of Baroda 2.57 LTIMindtree 1.78 TVS Motor Company 3.91 Tata Power Company 2.73 Power Fin. Corp. 2.59 Hyundai Motor 1.33 CG Power 2.14 Siemens Energy India 1.12
Debt & Others (-0.1%) Sector Allocation Net Payables -0.37 Reverse Repo 0.27 Debt Credit Ratings Debt Category Others -0.1
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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