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Aditya Birla Sun Life Nifty Next 50 Index Fund - Direct Plan - Growth
In plain words
Over 3 years it returned +16.0% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -26.7%.
On 3-year return it ranks 20 of 147 funds in Equity Index.
A monthly SIP over 3 years ended ₹3,569 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -2.9% | +1.9% |
| 3 months | -6.6% | -5.1% |
| 6 months | -2.4% | -3.2% |
| 1 year | -2.8% | -10.2% |
| 3 years (yearly) | +16.0% | +7.4% |
| Since start (yearly) | +12.2% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,17,306 | -3.6% |
| 3 years | ₹3,60,000 | ₹3,81,890 | +3.7% |
Top holdings (30 Sept 2026)
Fund size ₹271 crore · 50 holdings · 100.1% in equity
| Company | Industry | Weight |
|---|---|---|
| Divi's Laboratories Ltd. | Pharmaceuticals & Biotechnology | 4.84% |
| TVS Motor Company Ltd. | Automobiles | 3.95% |
| Hindustan Aeronautics Ltd. | Aerospace & Defense | 3.63% |
| Tata Motors Ltd. | Agricultural, Commercial & Construction Vehicles | 3.62% |
| Adani Power Ltd. | Power | 3.48% |
| Samvardhana Motherson International Ltd. | Auto Components | 2.96% |
| Torrent Pharmaceuticals Ltd. | Pharmaceuticals & Biotechnology | 2.90% |
| Cholamandalam Investment & Finance Co. Ltd. | Finance | 2.88% |
| Vedanta Aluminium Metal Ltd. | Non - Ferrous Metals | 2.87% |
| Cummins India Ltd. | Industrial Products | 2.64% |
| Avenue Supermarts Ltd. | Retailing | 2.51% |
| Bharat Petroleum Corporation Ltd. | Petroleum Products | 2.50% |
| Tata Power Company Ltd. | Power | 2.47% |
| Varun Beverages Ltd. | Beverages | 2.42% |
| CG Power and Industrial Solutions Ltd. | Electrical Equipment | 2.40% |
Largest industries: Power 9.5%, Finance 9.4%, Pharmaceuticals & Biotechnology 8.9%, Electrical Equipment 8.0%, Banks 6.3%, Automobiles 5.1%.
Other plan of this fund: Aditya Birla Sun Life Nifty Next 50 Index Fund - Regular Plan - Growth