Aditya Birla Sun Life Nifty Next 50 Index Fund Datagrid
Category Index Funds
BMSMONEY Rank 36
Rating
Growth Option 13-03-2026
NAV ₹15.64(R) -2.6% ₹16.04(D) -2.6%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 9.64% 19.35% -% -% -%
Direct 10.21% 20.05% -% -% -%
Benchmark
SIP (XIRR) Regular -5.62% 7.33% -% -% -%
Direct -5.1% 8.0% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.94 0.45 0.61 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
16.61% -26.84% -26.19% - 12.45%
Fund AUM As on: 30/12/2025 224 Cr
Top Index Funds
Fund Name Rank Rating
Motilal Oswal S&P 500 Index Fund 1
- 2
ICICI Prudential Nifty Auto Index Fund 3
Navi Nifty India Manufacturing Index Fund 4
Motilal Oswal BSE Financials ex Bank 30 Index Fund 5
AXIS Nifty Midcap 50 Index Fund 6
SBI NIFTY MIDCAP 150 INDEX FUND 7
Nippon India Nifty Midcap 150 Index Fund 8
Aditya Birla Sun Life Nifty Midcap 150 Index Fund 9
Motilal Oswal Nifty Midcap 150 Index Fund 10
ICICI Prudential Nifty Midcap 150 Index Fund 11
ICICI Prudential Nifty Pharma Index Fund 12
HDFC NIFTY50 Equal Weight Index Fund 13
DSP Nifty 50 Equal Weight Index Fund 14
Navi Nifty Midcap 150 Index Fund 15
ICICI Prudential Nifty50 Equal Weight Index Fund 16
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund 17
HDFC NIFTY 100 Equal Weight Index Fund 18
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund 19
Dsp Nifty Next 50 Index Fund 20

NAV Date: 13-03-2026

Scheme Name NAV Rupee Change Percent Change
Aditya Birla Sun Life Nifty Next 50 Index Fund-Regular Growth 15.64
-0.4200
-2.6000%
Aditya Birla Sun Life Nifty Next 50 Index Fund-Regular IDCW 15.65
-0.4200
-2.6000%
Aditya Birla Sun Life Nifty Next 50 Index Fund-Direct IDCW 16.03
-0.4300
-2.6000%
Aditya Birla Sun Life Nifty Next 50 Index Fund-Direct Growth 16.04
-0.4300
-2.6000%

Review Date: 13-03-2026

Beginning of Analysis

Aditya Birla Sun Life Nifty Next 50 Index Fund is the 81st ranked fund in the Index Funds category. The category has total 90 funds. The Aditya Birla Sun Life Nifty Next 50 Index Fund has shown a very poor past performence in Index Funds. The fund has a Sharpe Ratio of 0.94 which is lower than the category average of 1.0.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Index Mutual Fundss

Aditya Birla Sun Life Nifty Next 50 Index Fund Return Analysis

  • The fund has given a return of -5.87%, -5.61 and -5.59 in last one, three and six months respectively. In the same period the category average return was -7.33%, -8.51% and -6.7% respectively.
  • Aditya Birla Sun Life Nifty Next 50 Index Fund has given a return of 10.21% in last one year. In the same period the Index Funds category average return was 7.71%.
  • The fund has given a return of 20.05% in last three years and ranked 27.0th out of one hundred and one funds in the category. In the same period the Index Funds category average return was 14.67%.
  • The fund has given a SIP return of -5.1% in last one year whereas category average SIP return is -8.46%. The fund one year return rank in the category is 56th in 200 funds
  • The fund has SIP return of 8.0% in last three years and ranks 23rd in 99 funds. Motilal Oswal S&P 500 Index Fund has given the highest SIP return (21.51%) in the category in last three years.

Aditya Birla Sun Life Nifty Next 50 Index Fund Risk Analysis

  • The fund has a standard deviation of 16.61 and semi deviation of 12.45. The category average standard deviation is 12.06 and semi deviation is 8.86.
  • The fund has a Value at Risk (VaR) of -26.84 and a maximum drawdown of -26.19. The category average VaR is -15.41 and the maximum drawdown is -15.82.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.


  • Very Good Performance in Index Funds Category
  • Good Performance in Index Funds Category
  • Poor Performance in Index Funds Category
  • Very Poor Performance in Index Funds Category

    • Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

    Data Source: www.amfiindia.com

    SEBI Categorization


    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -5.91
    -7.43
    		-14.39 | 2.82 38 | 240 Very Good
    3M Return % -5.73
    -8.67
    		-24.12 | 4.91 47 | 238 Very Good
    6M Return % -5.85
    -6.95
    		-25.73 | 18.69 72 | 231 Good
    1Y Return % 9.64
    7.18
    		-18.51 | 51.00 57 | 202 Good
    3Y Return % 19.35
    14.15
    		1.04 | 24.40 29 | 101 Good
    1Y SIP Return % -5.62
    -9.05
    		-36.17 | 22.18 56 | 195 Good
    3Y SIP Return % 7.33
    5.08
    		-10.85 | 20.86 30 | 96 Good
    Standard Deviation 16.61
    12.06
    		0.60 | 22.45 85 | 102 Poor
    Semi Deviation 12.45
    8.86
    		0.37 | 16.91 86 | 102 Poor
    Max Drawdown % -26.19
    -15.82
    		-29.16 | 0.00 98 | 102 Poor
    VaR 1 Y % -26.84
    -15.41
    		-34.57 | 0.00 98 | 102 Poor
    Average Drawdown % -14.55
    -5.73
    		-14.55 | 0.00 102 | 102 Poor
    Sharpe Ratio 0.94
    1.00
    		-0.17 | 2.42 50 | 102 Good
    Sterling Ratio 0.61
    0.66
    		0.05 | 1.48 58 | 102 Average
    Sortino Ratio 0.45
    0.59
    		-0.02 | 2.60 51 | 102 Good
    Return data last Updated On : March 13, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 2026
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -5.87 -7.33 -14.35 | 2.87 40 | 248 Very Good
    3M Return % -5.61 -8.51 -24.00 | 5.08 44 | 245 Very Good
    6M Return % -5.59 -6.70 -25.50 | 18.96 73 | 237 Good
    1Y Return % 10.21 7.71 -17.98 | 51.99 58 | 204 Good
    3Y Return % 20.05 14.67 1.56 | 25.10 27 | 101 Good
    1Y SIP Return % -5.10 -8.46 -35.73 | 22.85 56 | 200 Good
    3Y SIP Return % 8.00 5.68 -10.36 | 21.51 23 | 99 Very Good
    Standard Deviation 16.61 12.06 0.60 | 22.45 85 | 102 Poor
    Semi Deviation 12.45 8.86 0.37 | 16.91 86 | 102 Poor
    Max Drawdown % -26.19 -15.82 -29.16 | 0.00 98 | 102 Poor
    VaR 1 Y % -26.84 -15.41 -34.57 | 0.00 98 | 102 Poor
    Average Drawdown % -14.55 -5.73 -14.55 | 0.00 102 | 102 Poor
    Sharpe Ratio 0.94 1.00 -0.17 | 2.42 50 | 102 Good
    Sterling Ratio 0.61 0.66 0.05 | 1.48 58 | 102 Average
    Sortino Ratio 0.45 0.59 -0.02 | 2.60 51 | 102 Good
    Return data last Updated On : March 13, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 2026
    KPIs: Key Performance Indicators

    Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


    Date Aditya Birla Sun Life Nifty Next 50 Index Fund NAV Regular Growth Aditya Birla Sun Life Nifty Next 50 Index Fund NAV Direct Growth
    13-03-2026 15.6356 16.0383
    12-03-2026 16.0527 16.4659
    11-03-2026 16.0653 16.4786
    10-03-2026 16.2419 16.6595
    09-03-2026 15.9628 16.3729
    06-03-2026 16.3045 16.7227
    05-03-2026 16.3642 16.7837
    04-03-2026 16.1311 16.5443
    02-03-2026 16.5795 17.0036
    27-02-2026 16.8369 17.2669
    26-02-2026 17.059 17.4944
    25-02-2026 17.0041 17.4378
    24-02-2026 16.8547 17.2844
    23-02-2026 16.8416 17.2707
    20-02-2026 16.7786 17.2053
    19-02-2026 16.6716 17.0953
    18-02-2026 16.987 17.4185
    17-02-2026 16.868 17.2961
    16-02-2026 16.7785 17.2041
    13-02-2026 16.6183 17.0391

    Fund Launch Date: 14/Feb/2022
    Fund Category: Index Funds
    Investment Objective: The investment objective of the Scheme is to provide returns that closely track the total returns of securities as represented by Nifty Next 50 Index, subject to tracking errors.
    Fund Description: An open-ended scheme tracking the Nifty Next 50 Index
    Fund Benchmark: Nifty Next 50 Total Return Index
    Source: Fund FactSheet

    Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.