Aditya Birla SL Nifty Next 50 Index Fund (G)
Index Fund
- NAV 16.60 (-2.17%)
- Fund Size (Cr) ₹159.62
- Expense Ratio 0.88
- Scheme Type Passive Fund
- Value Research
- Minimum investment ₹100
- Minimum Additional Investment ₹100
- Minimum SIP Investment ₹100
- Minimum Withdrawal ₹1
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Exit Load
0%
- Return Since Launch 21.35%
Basic Details
Haresh Mehta
Nifty Next 50 TRI
OPEN
Lumpsum Returns
Note: Lumpsum Returns since Inception Date.
SIP Returns
Note: SIP Returns since Inception Date.
Tax Treatment
If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.
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Sharpe Ratio
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0.19% -
Jension’s Alpha
-1.15%
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Peer Comparison
News
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Aditya Birla MF announces Income Distribution cum capital withdrawal (IDCW) under its schemes
Aditya Birla Sun Life Mutual Fund has announced 25 October 2024 as the record date for declaration of Income Distribution cum Capital Withdrawal (IDCW) under the following schemes. The quantum of IDCW (Rs per unit) on the face value of Rs 10 per unit will be:
Aditya Birla Sun Life Balanced Advantage Fund:
Regular Plan ' IDCW Option: 0.157
Direct Plan ' IDCW Option: 0.178
Aditya Birla Sun Life Arbitrage Fund:
Regular Plan ' IDCW Option: 0.065
Direct Plan ' IDCW Option: 0.067
Aditya Birla Sun Life Frontline Equity Fund:
Regular Plan ' IDCW Option: 3.121
Direct Plan ' IDCW Option: 7.417
Aditya Birla Sun Life Infrastructure Fund:
Regular Plan ' IDCW Option: 2.160
Direct Plan ' IDCW Option: 3.611
Aditya Birla Sun Life Income Fund:
Regular Plan ' IDCW Option: 0.835
Direct Plan ' IDCW Option: 0.887
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Aditya Birla Sun Life MF announces change in Fund Manager of the following schemes
Aditya Birla Sun Life Mutual Fund has announced change in Fund Managers of the following schemes with effect from: 27 September 2024
Change in Fund Managers of the Schemes:
Scheme Name Fund Manager (Existing) Revised Fund Manager(s) Aditya Birla Sun Life Arbitrage Fund Mr. Lovelish Solanki
and
Mr. Pranav GuptaMr. Lovelish Solanki Aditya Birla Sun Life Equity Savings Fund Mr. Pranav Gupta,
Mr. Vishal Gajwani and
Mr. Harshil SuvarnkarMr. Lovelish Solanki,
Mr. Vishal Gajwani and
Mr. Harshil SuvarnkarAditya Birla Sun Life Nifty 50 Index Fund Mr. Haresh Mehta and
Mr. Pranav GuptaMr. Haresh Mehta Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Mr. Haresh Mehta and
Mr. Pranav GuptaMr. Haresh Mehta Aditya Birla Sun Life Nifty Next 50 Index Fund Mr. Haresh Mehta and
Mr. Pranav GuptaMr. Haresh Mehta Aditya Birla Sun Life Nifty Midcap 150 Index Fund Mr. Haresh Mehta and
Mr. Pranav GuptaMr. Haresh Mehta Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Mr. Haresh Mehta and
Mr. Pranav GuptaMr. Haresh Mehta Aditya Birla Sun Life Nifty 50 ETF Mr. Haresh Mehta and
Mr. Pranav GuptaMr. Haresh Mehta Aditya Birla Sun Life BSE Sensex ETF Mr. Haresh Mehta and
Mr. Pranav GuptaMr. Haresh Mehta Aditya Birla Sun Life Nifty Next 50 ETF Mr. Haresh Mehta and
Mr. Pranav GuptaMr. Haresh Mehta Aditya Birla Sun Life Nifty Bank ETF Mr. Haresh Mehta and
Mr. Pranav GuptaMr. Haresh Mehta Aditya Birla Sun Life Nifty Healthcare ETF Mr. Haresh Mehta and
Mr. Pranav GuptaMr. Haresh Mehta Aditya Birla Sun Life Nifty IT ETF Mr. Haresh Mehta and
Mr. Pranav GuptaMr. Haresh Mehta Aditya Birla Sun Life Nifty 200 Momentum 30 ETF Mr. Haresh Mehta and
Mr. Pranav GuptaMr. Haresh Mehta Aditya Birla Sun Life Nifty 200 Quality 30 ETF Mr. Haresh Mehta and
Mr. Pranav GuptaMr. Haresh Mehta Aditya Birla Sun Life Gold Fund Mr. Haresh Mehta and
Mr. Pranav GuptaMr. Haresh Mehta Aditya Birla Sun Life Silver ETF Fund of Fund Mr. Haresh Mehta and
Mr. Pranav GuptaMr. Haresh Mehta Aditya Birla Sun Life Nifty India Defence Index Fund Mr. Haresh Mehta and
Mr. Pranav GuptaMr. Haresh Mehta Powered by Capital Market - Live News
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Aditya Birla Sun Life Mutual Fund announces change in Key Personnel
Aditya Birla Sun Life Mutual Fund has announced that Mr. Pradeep Sharma has been appointed as the capacity of Chief Financial Officer of with effect from October 31, 2024.
Details of Mr. Pradeep Sharma
Age: 52 years
Designation: capacity of Chief Financial Officer
Qualification:Chartered Accountant, Company Secretary
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Fund House Details & Investment Objective
- Date of Incorporation 31-Jan-2022
- Total AUM (Cr) ₹159.62
Aditya Birla SL Nifty Next 50 Index Fund (G) is an Index Fund-oriented fund from the renowned AMC, Aditya Birla Sun Life Mutual Fund. Launched in Jan 2022, this fund is managed by Haresh Mehta. With assets under management (AUM) worth ₹159.62 (Cr), as of 12-Nov-2024, Aditya Birla SL Nifty Next 50 Index Fund (G) is categorized as a Index Fund within its segment. The fund has generated a return of 21.35% since its launch.
The current NAV of Aditya Birla SL Nifty Next 50 Index Fund (G) is ₹16.60, as on 12-Nov-2024. The fund’s benchmark index is Nifty Next 50 TRI. You can invest in Aditya Birla SL Nifty Next 50 Index Fund (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹100.
Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
Exit load is not applicable
The fund has generated - and - CAGR in the last 3 and 5 years respectively.
The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 99.99% in Equity, 0.66% in Debt and -0.65% in cash and cash equivalents
The top 5 sectors the fund invests in are: 12.24% in Finance, 6.92% in Electrical Equipments, 6.61% in Power, 6.19% in Pharmaceuticals & Biotech and 5.89% in Banks.
FAQs on Aditya Birla SL Nifty Next 50 Index Fund (G)
Aditya Birla SL Nifty Next 50 Index Fund (G) is a popular fund in the Index Fund segment. The fund has generated a return of 21.35% since inception. Looking to invest in Aditya Birla SL Nifty Next 50 Index Fund (G)? How about earning 1% extra return? All this is possible with m.Stock! Investing in Aditya Birla SL Nifty Next 50 Index Fund (G) is super easy and convenient with m.Stock. Here’s how you can begin:
- Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
- In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
- In the search bar, enter the fund name, in this case, Aditya Birla SL Nifty Next 50 Index Fund (G)
- On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
- If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
- If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.
So, why wait? Invest in Aditya Birla SL Nifty Next 50 Index Fund (G) today and reap the benefits of this Index Fund fund!
In the short term, i.e., 1 year, Aditya Birla SL Nifty Next 50 Index Fund (G) has generated annualised return of 52.11%. In the long-term, the fund has generated - and - in 3 and 5 years respectively. Since its inception, the fund has generated 21.35% returns.
The expense ratio of Aditya Birla SL Nifty Next 50 Index Fund (G) Direct Growth is 0.88%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.
The Assets Under Management (AUM) of Aditya Birla SL Nifty Next 50 Index Fund (G) is ₹159.62 (Cr) as of 12 November 2024. AUM shows the fund’s popularity and is often indicative of fund strength.
Redeeming or selling units of Aditya Birla SL Nifty Next 50 Index Fund (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.
To redeem from Aditya Birla SL Nifty Next 50 Index Fund (G):
- Login to your m.Stock account
- In portfolio, your mutual fund investments will be visible under ‘MF’
- Select the fund you wish to redeem from (in this case Aditya Birla SL Nifty Next 50 Index Fund (G)).
- Click on ‘Redeem’ button
- You have 2 options – redeem by units and redeem by value (you can only redeem free units)
- Select units to be redeemed and click on submit.
- Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).
Yes, you can invest both lumpsum and SIP in Aditya Birla SL Nifty Next 50 Index Fund (G). Minimum lumpsum investment Aditya Birla SL Nifty Next 50 Index Fund (G) is ₹100 and minimum SIP amount is ₹100. Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.
The latest NAV (Net Asset Value) of Aditya Birla SL Nifty Next 50 Index Fund (G) is ₹16.60 as on 12 November 2024.
The 5 biggest stock holdings of Aditya Birla SL Nifty Next 50 Index Fund (G) are:
Hind.Aeronautics (4.33%), Vedanta (4.22%), Divi's Lab. (4.01%), Tata Power Co. (3.99%), Interglobe Aviat (3.76%)
A majority of Aditya Birla SL Nifty Next 50 Index Fund (G) 's AUM worth ₹159.62 (Cr) is invested in these 3 top sectors:
- Finance: 12.24%
- Electrical Equipments: 6.92%
- Power: 6.61%