Aditya Birla Sun Life Nifty Next 50 Etf Overview
Category ETF
BMSMONEY Rank N/A
BMSMONEY Rating N/A
Gro. Opt. As On: 20-12-2024
NAV ₹71.21(R) -2.72% (D) %
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 35.86% 20.34% -24.29% -% -%
LumpSum (D)
SIP (R) -35.72% 21.98% -3.3% -% -%
SIP (D)
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
Top ETF
Fund Name Rank Rating
bharat 22 etf 1
cpse etf 2
Nippon India ETF Nifty Dividend Opportunities 50 3
Uti Nifty Next 50 Exchange Traded Fund 4
Aditya Birla Sun Life Nifty Healthcare ETF 5
UTI BSE Sensex Next 50 Exchange Traded Fund 6
Nippon India Etf Nifty Midcap 150 7
SBI BSE Sensex Next 50 ETF 8
Motilal Oswal Nifty Midcap 100 ETF 9
Icici Prudential Nifty Next 50 Etf 10
mirae asset nifty next 50 etf 11
kotak nifty 50 value 20 etf 12
Nippon India Nifty Pharma ETF 13
ICICI Prudential Nifty Healthcare ETF 14
SBI Nifty Next 50 ETF 15
Mirae Asset NYSE FANG+ ETF 16
Nippon India ETF BSE Sensex Next 50 17

NAV Date: 20-12-2024

Scheme Name NAV Rupee Change Percent Change
Aditya Birla Sunlife Nifty Next 50 ETF 71.21
-1.9900
-2.7200%

Review Date: 20-12-2024

A review of the different performance parameters of the fund is as follows:
  1. Returns: It indicates the appreciation in the investment's value within the investment period, represented as a percentage or a specific amount of money. We conducted an analysis of the six return parameters of this fund to assess their performance. To assess performance, we have segmented the return parameters into three groups: the top 25%, parameters below the top 25% but still above average, and parameters below average. The results are provided below.
    1. Top 25%: Two return parameters of the Aditya Birla Sun Life Nifty Next 50 Etf are in the top 25% in the category, as shown below:
      • 1Y Return %
      • 3Y Return %
    2. Above Average Below the Top 25%: One return parameter of the Aditya Birla Sun Life Nifty Next 50 Etf is above average but below the top 25% in the category, as listed below:
      • 1M Return %
    3. Below Average: Three return parameters of the fund are below average in the category, which are listed below:
      • 6M Return %
      • 3M Return %
      • 5Y Return %
  2. Risk: Various factors can lead to the risk of either not meeting expected returns or encountering a monetary loss. For Aditya Birla Sun Life Nifty Next 50 Etf, we have analyzed zero risk parameters and divided them into three groups the lowest 25%, below average but above the lowest 25%, and above average, which are described below.
    1. Lowest 25%: Aditya Birla Sun Life Nifty Next 50 Etf does not have any risk parameters in the lowest 25% of the category. It means high risk compared to other funds in the category.
    2. Below Average but Above the Lowest 25%: Aditya Birla Sun Life Nifty Next 50 Etf does not have any risk parameters in the below average but above the lowest 25% of the category.
    3. Above Average: Aditya Birla Sun Life Nifty Next 50 Etf does not have any risk parameters above average; which is a good sign.
  3. Risk Adjusted Performance Parameters: Risk-adjusted performance parameters in mutual funds are parameters that assess the return on investments based on the risks involved. These parameters provide a platform for investors to compare various investments, by considering both profits and the risks involved. For Aditya Birla Sun Life Nifty Next 50 Etf, we have evaluated zero risk-adjusted performance parameters.
    1. Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the top 25% of the category.
    2. Above Average Below Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.
    3. Below Average Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.


Not able to see in mobile!!! save the chart by clicking on camera icon.

KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 2.91
1.46
-5.44 | 8.69 50 | 185 Good
3M Return % -8.96
-5.44
-15.38 | 22.24 138 | 181 Average
6M Return % -3.86
1.83
-12.05 | 26.10 141 | 181 Poor
1Y Return % 35.86
10.54
-89.90 | 56.82 10 | 166 Very Good
3Y Return % 20.34
7.11
-49.56 | 44.12 16 | 102 Very Good
5Y Return % -24.29
0.10
-54.36 | 30.12 50 | 68 Average
1Y SIP Return % -35.72
-34.86
-40.30 | -11.04 37 | 117 Good
3Y SIP Return % 21.98
11.80
-14.52 | 35.46 13 | 68 Very Good
5Y SIP Return % -3.30
11.59
-11.52 | 29.93 34 | 37 Poor
Return data last Updated On : Dec. 20, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Nov. 29, 2024
KPIs: Key Performance Indicators

Rotate the phone! Best viewed in landscape mode on mobile.
KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
Return data last Updated On : Dec. 20, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Nov. 29, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D -2.72 ₹ 9,728.00 ₹
1W -5.83 ₹ 9,417.00 ₹
1M 2.91 ₹ 10,291.00 ₹
3M -8.96 ₹ 9,104.00 ₹
6M -3.86 ₹ 9,614.00 ₹
1Y 35.86 ₹ 13,586.00 ₹
3Y 20.34 ₹ 17,427.00 ₹
5Y -24.29 ₹ 2,488.00 ₹
7Y ₹ ₹
10Y ₹ ₹
15Y ₹ ₹

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period Invested Amount Regular Direct
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
1Y ₹ 12000 -35.72 ₹ 9,523.93 ₹
3Y ₹ 36000 21.98 ₹ 49,642.92 ₹
5Y ₹ 60000 -3.30 ₹ 55,150.14 ₹
7Y ₹ 84000 ₹ ₹
10Y ₹ 120000 ₹ ₹
15Y ₹ 180000 ₹ ₹


Date Aditya Birla Sun Life Nifty Next 50 Etf NAV Regular Growth Aditya Birla Sun Life Nifty Next 50 Etf NAV Direct Growth
20-12-2024 71.2136 None
19-12-2024 73.2015 None
18-12-2024 73.8473 None
17-12-2024 74.8174 None
16-12-2024 75.8183 None
13-12-2024 75.6232 None
12-12-2024 75.7442 None
11-12-2024 75.9613 None
10-12-2024 75.7592 None
09-12-2024 75.358 None
06-12-2024 75.7028 None
05-12-2024 75.1308 None
04-12-2024 74.8809 None
03-12-2024 74.515 None
02-12-2024 73.7643 None
29-11-2024 73.3129 None
28-11-2024 72.8247 None
27-11-2024 72.7538 None
26-11-2024 72.0683 None
25-11-2024 71.8828 None
22-11-2024 70.493 None
21-11-2024 69.1993 None

Fund Launch Date: 11/Dec/2018
Fund Category: ETF
Investment Objective: An exchange traded fund investing in Nifty next 50
Fund Description: An exchange traded fund investing in Nifty next 50
Fund Benchmark: Not Available
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.