Aditya Birla Sunlife NIFTY Next 50 ETF
Expense Ratio: 0.09
Risk: Very High
Other Scheme - Other ETFs
Plan: Regular
Benchmark: Nifty Next 50 TRI
Inception: 11-12-2018
Exit Load: Nil
Fund Size:₹94.75 Cr
Performance
1Y
Fund0.26%
Cat. Avg.-0.91%
2Y
Fund-3.64%
Cat. Avg.0.60%
3Y
Fund15.88%
Cat. Avg.-22.41%
5Y
Fund-30.60%
Cat. Avg.-19.85%
10Y
FundN/A
Cat. Avg.-20.41%
SI
Fund-15.94%
Cat. Avg.-6.26%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Adani Power Limited | 3.99 | 3.79% |
| 2 | Tata Motors Limited | 3.80 | 3.61% |
| 3 | Divi's Laboratories Limited | 3.59 | 3.41% |
| 4 | Hindustan Aeronautics Limited | 3.57 | 3.39% |
| 5 | TVS Motor Company Limited | 3.49 | 3.32% |
| 6 | Cholamandalam Investment and Finance Company Limited | 3.33 | 3.16% |
| 7 | Cummins India Limited | 3.29 | 3.12% |
| 8 | Avenue Supermarts Limited | 3.03 | 2.88% |
| 9 | Varun Beverages Limited | 2.98 | 2.83% |
| 10 | Samvardhana Motherson International Limited | 2.81 | 2.67% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 59848 | -0.3% | -0.5% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.23 L. | +2.7% | +2.7% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.92 L. | +6.6% | +4.3% |
| 5Y | 08 Nov, 21 | 3 L. | 3.89 L. | +29.8% | +10.6% |
| SI | 07 Jan, 19 | 4.70 L. | 4.31 L. | -8.2% | -2.2% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.00 L. | +0.3% | +0.3% |
| 2Y | 16 Oct, 24 | 1 L. | 92854 | -7.1% | -3.6% |
| 3Y | 16 Oct, 23 | 1 L. | 1.56 L. | +55.6% | +15.9% |
| 5Y | 18 Oct, 21 | 1 L. | 16055 | -83.9% | -30.7% |
| SI | 20 Dec, 18 | 1 L. | 25683 | -74.3% | -16.0% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.