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Aditya Birla Sun Life Nifty Next 50 Index Fund Direct growth
Equity • Index • Direct growth
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Index
Direct growth
Launched On
21 Feb 2022
2.8 years ago
Lock-in Period
No lock-in
NAV
as of 23 Dec 2024
₹17.02
+0.2687% (0.10)
AUM
₹160 Cr
Expense ratio
0.33%
Benchmark
Nifty Next 50
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold anytime
0%
What's in this fund?
Sectors
Holdings
Financial Services
Industrials
Basic Materials
Consumer Cyclical
Consumer Defensive
Fund House
Aditya Birla Sun Life
Inc: 22 Apr 1994 • Total AUM: ₹3,36,887 Cr • Rank #5Aditya Birla Sun Life Mutual Fund, started in 1994, has Aditya Birla Capital Limited ("ABCL") as its sponsor. The fund house is headed by A. Balasubramanian as the CEO. As of 31 March 2024, it has an AUM of ₹315,239.30 Cr. It functions under the holding company Sun Life Financial Inc., with 78.9 lakh investor folios and a presence in over 290 locations across the country as of 30 September 2023.
Fund Managers
Rupesh Gurav
Experience: yrs • Total AUM: 22,620 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Other top rated funds
UTI Nifty Next 50 Index Fund
Equity • Index • Direct Growth3Y CAGR
18.44%
Expense ratio
0.36%
Tracking error
Fund size
ICICI Prudential Nifty Next 50 Index
Equity • Index • Direct Growth3Y CAGR
18.42%
Expense ratio
0.31%
Tracking error
Fund size
SBI Nifty Index Fund
Equity • Index • Direct Growth3Y CAGR
12.68%
Expense ratio
0.2%
Tracking error
Fund size
UTI Nifty 50 Index Fund
Equity • Index • Direct Growth3Y CAGR
12.68%
Expense ratio
0.18%
Tracking error
Fund size
HDFC Nifty 50 Index Fund
Equity • Index • Direct Growth3Y CAGR
12.65%
Expense ratio
0.2%
Tracking error
Fund size
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.