Aditya Birla Sun Life Nifty Next 50 Index Fund Direct Payout Inc Dist cum Cap Wdrl

Aditya Birla Sun Life Nifty Next 50 Index Fund Direct Payout Inc Dist cum Cap Wdrl is an equity fund. This fund was started on 21 February, 2022. The fund is managed by Priya Sridhar. The fund could potentially beat inflation in the long-run.

1. Aditya Birla Sun Life Nifty Next 50 Index Fund Direct Payout Inc Dist cum Cap Wdrl has ₹201 Cr worth of assets under management (AUM) as on Sep 2025 and is more than category average.
2. The fund has an expense ratio 0.3.
   

Aditya Birla Sun Life Nifty Next 50 Index Fund Direct Payout Inc Dist cum Cap Wdrl has given a CAGR return of 16.53% since inception. Over the last 1 and 3 years the fund has given a CAGR return of -8.83% and 14.88% respectively.

Aditya Birla Sun Life Nifty Next 50 Index Fund Direct Payout Inc Dist cum Cap Wdrl has allocated its funds majorly in Cash Equivalent, Financial Services, Industrial, Consumer Defensive, Consumer Cyclical, Utilities, Basic Materials, Corporate, Health, Energy, Real Estate, Communication, Tech. Its top holdings are InterGlobe Aviation Ltd, Hindustan Aeronautics Ltd Ordinary Shares, Divi's Laboratories Ltd, TVS Motor Co Ltd, Vedanta Ltd

As it is a index funds mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

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

Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Aditya Birla Sun Life Nifty Next 50 Index Fund Direct Payout Inc Dist cum Cap Wdrl has no lock in period.