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Aditya Birla Sun Life Nifty Next 50 Index Fund-Regular Growth

Fund House:
Aditya Birla Sun Life Mutual Fund
Category:
Index Fund
Status:
Open Ended Schemes
Launch Date:
05-02-2020
ISIN Number:
INF209KB12G9
Minimum Investment:
100
Minimum SIP:
1000
Total Assets: (29-11-2024):
167.36
Nav (20-12-2024)
16.6504
CAGR Since Inception:
20.42
Benchmark:
NIFTY Next 50 TRI
Expense Ratio (30-11-2024)::
0.88 %
Risko-Meter:
Very High
Exit Load:
0.25% for redemption within 3 days
Asset Class
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
Aditya Birla Sun Life Nifty Next 50 Index Fund-Regular Growth 34.41 25.26 0 0 0
Motilal Oswal Nifty Microcap 250 Index Fund- Regular- Growth Option 39.2 0 0 0 0
ICICI Prudential Nifty Pharma Index Fund - Growth 38.52 32.15 0 0 0
Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Regular Plan - Growth 36.03 39.46 0 0 0
ICICI Prudential Nifty Next 50 Index Fund - Growth 35 25.81 19.57 19.12 14.22
DSP Nifty Next 50 Index Fund - Regular Plan - Growth 34.83 25.91 19.77 19.27 0
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option 34.79 25.65 19.49 19.22 0
SBI Nifty Next 50 Index Fund - Regular Plan - Growth 34.75 25.63 19.45 0 0
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option 34.75 25.56 19.65 0 0
HDFC NIFTY Next 50 Index Fund - Growth Option 34.72 25.53 19.26 0 0
Fund Manager
Pranav Gupta, Haresh Mehta:
Scheme Objective
The scheme seeks to provide returns that closely track the total returns of securities as represented by Nifty Next 50 Index, subject to tracking errors.:
Riskometer : Very High
Risko-meter
Return Analysis
Based On Aditya Birla Sun Life Nifty Next 50 Index Fund-Regular Growth NIFTY 100 Equal Weight TRI Index Fund
CAGR since inception 20.42% 18.79% 11.06%
1 Year 34.41% 22.23% 16.03%
3 Year 0.00% 18.09% 15.06%
5 Year 0.00% 19.75% 16.18%
10 Year 0.00% 13.31% 11.71%
Nav / Index Value as on2024-12-22 167.36% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Others 0.46
Cash & Cash Equivalents -0.74
Equity 100.25
Company Holding
DIVIS LABORATORIES LIMITED 4.17
VEDANTA LIMITED 4.09
INTERGLOBE AVIATION LIMITED 4.03
POWER FINANCE CORPORATION LTD. 3.83
THE TATA POWER COMPANY LIMITED 3.72
SIEMENS LIMITED 3.55
REC LIMITED 3.54
INFO EDGE INDIA LIMITED 3.42
LTIMINDTREE LIMITED 3.04
TVS MOTOR COMPANY LIMITED 3.04
FAQ's of Aditya Birla Sun Life Nifty Next 50 Index Fund-Regular Growth
How do I use the SIP Calculator to calculate Aditya Birla Sun Life Mutual Fund ?

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Now, you will be able to see the estimated returns.
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