Aditya Birla Sun Life Nifty Next 50 Index Fund Direct Growth

Scheme code: INF209KB10G3 NAV value: ₹ 15.7616 NAV date: 19 March, 2026 TER: 0.36%

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: Index Funds

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-12.67	72.31	9.48	20.69	9.23
3 year	11.81	23.78	17.76	18.21	15.72

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	20.69
3 year	6.28	30.95	15.04	18.21
5 year	8.38	26.02	14.22
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	20.69
3 year	6.56	19.64	13.57	18.21
5 year	9.22	12.29	10.75

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	20.69
3 year	7.68	21.49	15.06	18.21
5 year	10.37	13.5	11.93

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	20.69
3 year	8.04	32.03	17.81	18.21
5 year	8.18	28.64	15.34
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,83,862 - Absolute Returns: ₹83,862 - CAGR: %

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹45,53,986 - Absolute Returns: ₹9,53,986 - CAGR: %

Max Drawdown

-26.70 %

Drawdown Duration

5 months

Avg Drawdown

-8.01 %

1 Y

0.775

3 Y

0.6821

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	5.22	1.07	111.8	104.8	9.03 %	4.00 %
3 years	7.99	1.14	113.4	103.2	19.93 %	11.28 %
5 years	3.71	1.08	105.8	99.9	10.20 %	6.49 %
7 years	2.73	1.08	105.8	99.9	7.18 %	4.60 %
10 years	2.05	1.08	105.8	99.9	4.98 %	3.19 %
12 years	1.77	1.08	105.8	99.9	4.13 %	2.66 %
15 years	1.52	1.08	105.8	99.9	3.29 %	2.12 %