OtherEquity FundsDirect · Growth
Aditya Birla Sun Life Nifty Next 50 Index Fund-Direct Growth
Aditya Birla Sun Life · Scheme 149838
₹18.47▼ 0.52%NAV · 2026-08-05
Decent FundScore
AUM
—
Expense ratio
—
3Y CAGR
18.7%
Risk level
High
Min SIP
—
Benchmark
Underlying index
NAV Growth
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Historical returns
| Period | Return |
|---|---|
| 1 Month | +2.86% |
| 3 Months | +5.30% |
| 6 Months | +8.39% |
| 1 Year | +11.56% |
| 3 Years (CAGR) | +18.73% |
| 5 Years (CAGR) | — |
| 10 Years (CAGR) | — |
| Since Launch | +15.19% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns74
Consistency66
Risk-adjusted30
Downside protection66
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 3Y CAGR: +18.7%
- ✓ 1Y return vs category: +4.4% vs category avg
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Return stability: rolling-return std 2.5%
- ✓ Max drawdown: -27%
What to watch
- • Beat category: beat category in 31% of windows
- • Sharpe ratio: 0.54
- • Sortino ratio: 0.65
Risk metrics
Sharpe ratio
0.54
Sortino ratio
0.65
Volatility
17.95%
Max drawdown
-26.70%
Downside capture
—
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.