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ETFregulargrowth📊 Nifty Next 50 Index TRI

Aditya Birla Sunlife Nifty Next 50 ETF

Aditya Birla Sun Life Mutual Fund

#68 of 229 (1Y)

₹73.3445

0.27 (-0.37%)

NAV as of 03 Jun 2026

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+0.73%
1 Month-2.15%
3 Months+0.70%
6 Months+1.98%
1 Year+5.53%
3 Years (CAGR)+20.23%
5 Years (CAGR)+14.29%
10 Years (CAGR)
Since Inception (Dec 2018)+13.65%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+7.10%
3 Year SIP+11.08%
5 Year SIP+13.78%
Since Inception (Dec 2018)+15.59%

SIP since inception — what ₹0.01/month became

Real NAV backtest from day one

₹1

Invested

₹1

Value today

-2.0%

XIRR (p.a.)

0.01/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

₹10L corpus with ₹5,000/month withdrawals since inception

Corpus would have been exhausted — fund volatility too high for this rate

₹10,00,000

Initial corpus

₹3,01,019

Withdrawn

₹0 (exhausted)

Corpus left

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹1,90,632

Value today

+22.3%

vs lumpsum

STP beat direct lumpsum by 22.3% — reduced timing risk paid off

Model your own STP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹39,050

Value today

0.4×

Multiple

Read: Staying invested through crashes

Fund Details

Fund HouseAditya Birla Sun Life Mutual Fund
CategoryETF
Plan Typeregular
Optiongrowth
AUM₹97.8 Cr
Min SIP₹0
Min Lumpsum₹0
BenchmarkNifty Next 50 Index TRI
Launch Date20 Dec 2018
AMFI Code145881

Risk Metrics

Trailing 1 year, annualised

-0.31

Sharpe Ratio

Alpha

Beta

-0.27

Sortino

18.62%

Std Dev

-21.87%

Max Drawdown

Portfolio Strategy

This is an Exchange Traded Fund (ETF) listed on Indian stock exchanges. It passively tracks an index or commodity.

Tracks:Nifty Next 50 Index TRI

ETF, FoF, and index funds track an index or target fund — not individual securities. Portfolio performance is captured via NAV and benchmark returns shown above.

Performance Comparison

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Investment Objective

Aditya Birla Sunlife Nifty Next 50 ETF is an exchange-traded fund (ETF) that trades on stock exchanges like a regular share. It offers real-time pricing, low expense ratios, and the flexibility to buy and sell units throughout the trading day.

About This Fund

Aditya Birla Sunlife Nifty Next 50 ETF is a ETF mutual fund offered by Aditya Birla Sun Life Mutual Fund. The fund has been operational for over 7 years. It manages assets worth ₹97.8 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against Nifty Next 50 Index TRI.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • Cost-conscious investors who prefer passive investing with low expense ratios
  • SIP investors who can benefit from rupee cost averaging during market fluctuations