OtherEquity FundsDirect · Growth
Aditya Birla Sun Life Nifty Next 50 Index Fund-Direct Growth
Aditya Birla Sun Life · Scheme 149838
₹18.50▼ 0.22%NAV · 2026-09-18
Decent FundScore
AUM
₹286 cr
Expense ratio
0.47%
3Y CAGR
19.8%
Risk level
High
Min SIP
₹100
Benchmark
Underlying index
Fund manager: Lovelish SolankiExit load: Nil
Decent · 65/100
A solid option with a few areas worth a closer look.
🎯 Best held for the long term (5+ years) as part of a diversified portfolio.
📈 Why it could do well
- ✓Compounding well recently — 19.8% CAGR over 3 years.
- ✓Low cost — 0.47% expense ratio means more of the return stays with you.
- ✓3Y CAGR: +19.8%
- ✓1Y return vs category: +3.0% vs category avg
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
📉 What could drag it down
- •Beat category: beat category in 38% of windows
- •Sharpe ratio: 0.53
FundScore breakdown
65/100 · Decent
Returns
Strong
Consistency
Decent
Risk-adjusted
Weak
Downside protection
Decent
Cost efficiency
Excellent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.