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Overview

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The Aditya Birla Sun Life Nifty Next 50 ETF, managed by Aditya Birla Sun Life Asset Management Company, aims to replicate the total returns of the Nifty Next 50 Index through passive investment.

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This ETF employs a passive investment strategy, closely tracking the Nifty Next 50 TR Index, ensuring minimal tracking error of 0.11%, aligning returns with the benchmark effectively.

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The portfolio primarily consists of equities, with significant allocations in Finance (11.44%) and Power (9.36%), reflecting concentrated exposure in key sectors and potential risks from limited diversification.

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Performance metrics indicate a 1Y return of +1.7% and a strong 3Y CAGR of 17.5%, showcasing consistent returns, although the tracking difference suggests a slight deviation from the benchmark.

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With an AUM of ₹48.6 Cr and a low expense ratio of 0.09%, the fund is accessible and cost-efficient, managed by Ms. Priya Sridhar, who has nearly one year of experience.

AMC

Aditya Birla Sun Life Asset Managemen...

Manager

Ms. Priya Sridhar

Benchmark

Nifty Next 50 TR Index

Fund Size

49

Expense Ratio (%)

0.09%

Tracking Error (%)

0.11%

PE

Beta

High Risk

Volatility

0.19

Dividend Yield (%)

52W Low

58.7

52W High

76.58

Standard Deviation

1.183

Risk Level

Technicals

Bullish

RSI

51.47

EMA 50

71.88

EMA 200

69.62

Technicals

Oscillators

BearishNeutralBullish

Neutral

Bearish

3

Neutral

8

Bullish

3

Overall

BearishNeutralBullish

Bullish

Bearish

11

Neutral

8

Bullish

27

Moving Averages

BearishNeutralBullish

Bullish

Bearish

8

Neutral

0

Bullish

24

Overall

BearishNeutralBullish

Bullish

Bearish

11

Neutral

8

Bullish

27

Holdings(Top 10 Holdings)

CompanyWeightage (%)
Hindustan Aeronautics Limited3.97%
TVS Motor Company Limited3.56%
Vedanta Limited3.48%
Divi's Laboratories Limited3.19%
Britannia Industries Limited3.11%
Cholamandalam Investment and Finance Company Limited2.99%
Bharat Petroleum Corporation Limited2.90%
Avenue Supermarts Limited2.90%
Tata Power Company Limited2.88%
The Indian Hotels Company Limited2.79%

Allocation

Industry
Asset
Industry
No ConstituentsNo Constituents

No data found