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AppStore
PlaystoreAditya Birla Sun Life AMC Limited
Aditya Birla Sun Life AMC Limited
Equity
Index Fund
An open-ended scheme tracking the Nifty Next 50 Index
Annualized Returns %
Annualized
Returns %
Aditya Birla Sun Life Nifty Next 50 Index Fund
SIP Amount
Min . ₹ 100
Lumpsum Amount
Min. ₹ 100
Fund Overview
Aditya Birla Sun Life Nifty Next 50 Index Fund is an open-ended scheme tracking the Nifty Next 50 Index.
Investment Objective
The investment objective of the Scheme is to provide returns that closely track the total returns of securities as represented by Nifty Next 50 Index, subject to tracking errors.
The Scheme does not guarantee/indicate any returns. There can be no assurance that the objective of the Scheme will be achieved.
Why one can invest:
-
If you seek long-term capital appreciation.
-
If you want to invest in portfolio of equity and equity related securities that replicates the composition of the Nifty Next 50 Index.
-
If you want to start with minimum investments of as little as Rs.100 and in multiples of Re. 1/- thereafter
Fund Details
CAGR
Latest NAV
AUM
Inception Date
Risk
Investment Horizon
5 years or more
Annualized Benchmark Returns
Min Investment
Entry load
NIL
Exit load
NIL
Total Expense Ratio (TER)
Sharpe Ratio
Beta Ratio
Other Parameters
Standard Deviation
Modified Duration
-
Yield to Maturity
-
Portfolio Turnover:
-
Average Maturity
-
Macaulay Duration
-
Net Equity Exposure
-
Fund Managers
Mr. Haresh Mehta
Riskometer
(An open-ended scheme tracking the Nifty Next 50 Index)
This product is suitable for investors who are seeking
-
-Capital appreciation over the long term
-
-A Scheme that invests in equity and equity related securities and replicates the composition of the Nifty Next 50 Index
*Investors should consult their financial advisers if in doubt whether the product is suitable for them
Portfolio & Sector Holdings
Retail
% of Net Assets
Sector Holdings
Dividend History
Any income received under this option would be considered as income for the investors and hence would be taxed at applicable tax slab rates.
Investment Performance
IDCW Plan of this scheme has distributed income to its investors out of its earnings, from time to time. The details of the same is tabulated:| Declared on date | IDCW Yield (Regular Plan) | IDCW Per Unit | Cum IDCW NAV |
|---|
Fund Summary
• Looking to build a diversified portfolio and seeking long-term growth? A fund that may hold the key to potential long wealth creation by investing in the future blue chips of tomorrow.
• Unlock the door to a world of investment opportunities with the Aditya Birla Sun Life Nifty Next 50 Index Fund!
• The fund invests in the top 50 companies of the NIFTY 100, after excluding the NIFTY 50 companies.
• With its high level of diversification across sectors and stocks, you can bid farewell to the worries of concentration risk.
Fund Discipline
• The net assets of the scheme will be invested in stocks constituting the Nifty Next 50 Index.
• The scheme allocates 95% - 100% Equity & Equity related instruments constituting the Nifty Next 50 Index and 0 - 5% to Debt and Money Market Instruments.
• The fund Benchmark, is Nifty Next 50 TRI.
Index Methodology: https://www.niftyindices.com/Methodology/Method_NIFTY_Equity_Indices.pdf
Tax Applicability
Investment held for less than 12 months
Short Term Capital Gain Tax would be applicable. Any gains/profits would be taxed at 15% (plus applicable surcharge and cess).
Investment held for more than 12 months
Long Term Capital Gain Tax would be applicable. Long term capital gains tax is 10% without indexation (plus applicable surcharge and cess) provided the gain in a financial year is over Rs 1 Lakh. Cumulative Long term capital gains on equity and equity-oriented funds up to Rs 1 Lakh in a financial year is not taxable.
Any income received under this option would be considered as income for the investors and hence would be taxed at applicable tax slab rates.
Forms & Downloads
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Frequently Asked Questions
There are two ways in which you can invest in this fund.
o Via Direct Plan - involves purchasing units of the fund directly from Aditya Birla Sun Life Mutual Fund
o Via Regular Plan – involves investing through a distributor or broker of your choice
Both these index funds have a common portfolio but separate NAVs. This is because they both apply different expense ratios. Your choice of plan thus directly impacts the returns from your investment.
To redeem your investments in the direct plan of this scheme, you can use their mobile app or desktop webpage and select a specified amount or number of units to redeem. For investments made in the regular plan through Registrar and Transfer Agent (RTA) or Mutual Fund Distributor (MFD), you can submit a duly signed redemption form to the respective RTA/MFD or redeem online through their portal, if available.
Yes, you can invest in Aditya Birla Sun Life Nifty Next 50 Index Fund via SIP or lump-sum route. The choice of mode of investing will be guided by your investing objective, risk appetite and investment horizon.
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