Aditya Birla Sun Life Nifty Next 50 Index Fund Datagrid
Category Index Funds
BMSMONEY Rank 82
Rating
Growth Option 04-12-2025
NAV ₹16.58(R) -0.86% ₹16.98(D) -0.86%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -5.36% 15.56% -% -% -%
Direct -4.87% 16.26% -% -% -%
Benchmark
SIP (XIRR) Regular 6.84% 14.56% -% -% -%
Direct 7.39% 15.26% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.6 0.29 0.47 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
17.8% -26.84% -26.19% - 13.37%
Fund AUM As on: 30/06/2025 216 Cr
Top Index Funds
Fund Name Rank Rating
- 1
Motilal Oswal S&P 500 Index Fund 2
Motilal Oswal BSE Financials ex Bank 30 Index Fund 3
ICICI Prudential Nifty Auto Index Fund 4
AXIS Nifty Midcap 50 Index Fund 5
Nippon India Nifty Midcap 150 Index Fund 6
Motilal Oswal Nifty Midcap 150 Index Fund 7
HDFC NIFTY50 Equal Weight Index Fund 8
SBI NIFTY MIDCAP 150 INDEX FUND 9
DSP Nifty 50 Equal Weight Index Fund 10
Aditya Birla Sun Life Nifty Midcap 150 Index Fund 11
ICICI Prudential Nifty Midcap 150 Index Fund 12
ICICI Prudential Nifty50 Equal Weight Index Fund 13
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund 14
Navi Nifty Midcap 150 Index Fund 15
Edelweiss Nifty Large Mid Cap 250 Index Fund 16
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund 17
HDFC NIFTY 100 Equal Weight Index Fund 18
Axis Nifty Smallcap 50 Index Fund 19
- 20

NAV Date: 04-12-2025

Scheme Name NAV Rupee Change Percent Change
Aditya Birla Sun Life Nifty Next 50 Index Fund-Regular Growth 16.58
-0.1400
-0.8600%
Aditya Birla Sun Life Nifty Next 50 Index Fund-Regular IDCW 16.59
-0.1400
-0.8600%
Aditya Birla Sun Life Nifty Next 50 Index Fund-Direct IDCW 16.97
-0.1500
-0.8600%
Aditya Birla Sun Life Nifty Next 50 Index Fund-Direct Growth 16.98
-0.1500
-0.8600%

Review Date: 04-12-2025

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 0.6 which is lower than the category average of 0.9.
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 -2.29%, 2.08 and 2.91 in last one, three and six months respectively. In the same period the category average return was 0.31%, 3.62% and 4.04% respectively.
  • Aditya Birla Sun Life Nifty Next 50 Index Fund has given a return of -4.87% in last one year. In the same period the Index Funds category average return was 2.55%.
  • The fund has given a return of 16.26% in last three years and ranked 38.0th out of 98 funds in the category. In the same period the Index Funds category average return was 14.48%.
  • The fund has given a SIP return of 7.39% in last one year whereas category average SIP return is 11.21%. The fund one year return rank in the category is 99th in 142 funds
  • The fund has SIP return of 15.26% in last three years and ranks 30th in 96 funds. ICICI Prudential Nifty Auto Index Fund has given the highest SIP return (26.97%) 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 17.8 and semi deviation of 13.37. The category average standard deviation is 11.94 and semi deviation is 8.76.
  • The fund has a Value at Risk (VaR) of -26.84 and a maximum drawdown of -26.19. The category average VaR is -15.13 and the maximum drawdown is -15.16.

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 % -2.33
    0.25
    		-7.49 | 8.69 125 | 143 Poor
    3M Return % 1.94
    3.48
    		-5.40 | 9.73 102 | 143 Average
    6M Return % 2.66
    3.77
    		-11.71 | 20.00 102 | 143 Average
    1Y Return % -5.36
    2.09
    		-18.02 | 21.75 114 | 142 Poor
    3Y Return % 15.56
    13.96
    		7.08 | 28.24 39 | 98 Good
    1Y SIP Return % 6.84
    10.67
    		-7.04 | 34.19 107 | 140 Poor
    3Y SIP Return % 14.56
    13.09
    		7.15 | 26.30 32 | 96 Good
    Standard Deviation 17.80
    11.94
    		0.54 | 20.24 84 | 96 Poor
    Semi Deviation 13.37
    8.76
    		0.35 | 14.61 82 | 96 Poor
    Max Drawdown % -26.19
    -15.16
    		-29.16 | 0.00 93 | 96 Poor
    VaR 1 Y % -26.84
    -15.13
    		-29.82 | 0.00 92 | 96 Poor
    Average Drawdown % -14.65
    -6.40
    		-14.65 | 0.00 96 | 96 Poor
    Sharpe Ratio 0.60
    0.90
    		0.11 | 2.28 64 | 96 Average
    Sterling Ratio 0.47
    0.62
    		0.26 | 1.61 88 | 96 Poor
    Sortino Ratio 0.29
    0.50
    		0.09 | 1.81 71 | 96 Average
    Return data last Updated On : Dec. 4, 2025.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2025
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -2.29 0.31 -7.45 | 8.75 127 | 145 Poor
    3M Return % 2.08 3.62 -5.25 | 9.93 104 | 145 Average
    6M Return % 2.91 4.04 -11.41 | 20.33 104 | 145 Average
    1Y Return % -4.87 2.55 -17.49 | 22.37 116 | 144 Poor
    3Y Return % 16.26 14.48 7.29 | 28.93 38 | 98 Good
    1Y SIP Return % 7.39 11.21 -6.45 | 34.90 99 | 142 Average
    3Y SIP Return % 15.26 13.60 7.36 | 26.97 30 | 96 Good
    Standard Deviation 17.80 11.94 0.54 | 20.24 84 | 96 Poor
    Semi Deviation 13.37 8.76 0.35 | 14.61 82 | 96 Poor
    Max Drawdown % -26.19 -15.16 -29.16 | 0.00 93 | 96 Poor
    VaR 1 Y % -26.84 -15.13 -29.82 | 0.00 92 | 96 Poor
    Average Drawdown % -14.65 -6.40 -14.65 | 0.00 96 | 96 Poor
    Sharpe Ratio 0.60 0.90 0.11 | 2.28 64 | 96 Average
    Sterling Ratio 0.47 0.62 0.26 | 1.61 88 | 96 Poor
    Sortino Ratio 0.29 0.50 0.09 | 1.81 71 | 96 Average
    Return data last Updated On : Dec. 4, 2025.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2025
    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
    04-12-2025 16.5761 16.9776
    03-12-2025 16.5378 16.9382
    02-12-2025 16.7206 17.1251
    01-12-2025 16.7369 17.1416
    28-11-2025 16.7182 17.1217
    27-11-2025 16.7023 17.1051
    26-11-2025 16.7316 17.1349
    25-11-2025 16.4826 16.8796
    24-11-2025 16.4407 16.8365
    21-11-2025 16.6043 17.0032
    20-11-2025 16.8212 17.2251
    19-11-2025 16.838 17.2421
    18-11-2025 16.8403 17.2442
    17-11-2025 16.9641 17.3706
    14-11-2025 16.8766 17.2803
    13-11-2025 16.8929 17.2967
    12-11-2025 16.8828 17.2861
    11-11-2025 16.8633 17.2659
    10-11-2025 16.8404 17.2422
    07-11-2025 16.778 17.1775
    06-11-2025 16.7604 17.1592
    04-11-2025 16.9718 17.3751

    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.