Fund offer document
2025 © Arevuk Advisory Services Pvt Ltd. Coded with
from India
from India
Download mobile apps
IDBI Nifty Next 50 Index Growth Direct Plan
NAV
₹51.3869
-2.60%
(21 Jan)
AUM
95 Cr
TER
0.32%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+16.2%
+13.4%
+13.2%
+12.9%
+12.9%
3Y
+15.0%
+20.5%
+20.5%
+20.2%
+20.1%
5Y
+17.5%
NA
+25.4%
NA
NA
ALL
+14.8%
+23.7%
+26.9%
+23.7%
+20.5%
VOL
18.0%
16.5%
18.9%
16.6%
16.5%
TER
0.3%
0.4%
0.3%
0.3%
0.3%
AUM
₹95 Cr
₹314 Cr
₹2,060 Cr
₹1,696 Cr
₹620 Cr
INFO
0.82
1.43
1.42
1.43
1.24
Add fund
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
IDBI Nifty Next 50 Index (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Dec
Top holdings
Zomato Ltd
7.9%
Jio Financial Services Ltd
4.0%
InterGlobe Aviation Ltd
3.7%
Varun Beverages Ltd
3.5%
Hindustan Aeronautics Ltd Ordinary Shares
3.2%
Divi's Laboratories Ltd
3.2%
Vedanta Ltd
3.1%
Info Edge (India) Ltd
2.8%
Tata Power Co Ltd
2.7%
Power Finance Corp Ltd
2.7%
Top industry exposure
Financial Services
23.7%
Industrials
14.7%
Consumer Cyclical
13.2%
Utilities
12.3%
Consumer Defensive
10.5%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
69%
Lock-in period
-
Exit load
No exit load
Fund objective
The investment objective of the scheme is to invest only in and all the stocks comprising the Nifty Next 50 Index in the same weights of these stocks as in the Index with the objective to replicate the performance of the Total Returns Index of Nifty Next 50 Index. The scheme may also invest in derivatives instruments such as Futures and Options linked to stocks comprising the Index or linked to the Nifty Next 50 Index. The scheme will adopt a passive investment strategy and will seek to achieve the investment objective by minimizing the tracking error between the Nifty Next 50 Index (Total Returns Index) and the Scheme.
Fund manager(s)
Sumit Bhatnagar
FAQs
How to invest in IDBI Nifty Next 50 Index Growth Direct Plan?
What kind of returns has IDBI Nifty Next 50 Index Growth Direct Plan provided?
What is the minimum SIP amount of IDBI Nifty Next 50 Index Growth Direct Plan?
What is the minimum lump sum amount required to invest in IDBI Nifty Next 50 Index Growth Direct Plan?
How to start IDBI Nifty Next 50 Index Growth Direct Plan SIP online?
How to redeem IDBI Nifty Next 50 Index Growth Direct Plan?
Can I invest in SIP and Lump sum of IDBI Nifty Next 50 Index Growth Direct Plan IDCW?
How to start IDBI Nifty Next 50 Index Growth Direct Plan SIP online?
What is the expense ratio of IDBI Nifty Next 50 Index Growth Direct Plan?
What is the NAV of IDBI Nifty Next 50 Index Growth Direct Plan?
What is the total asset under management of IDBI Nifty Next 50 Index Growth Direct Plan?
What is risk category of the IDBI Nifty Next 50 Index Growth Direct Plan?
What are the top holdings of IDBI Nifty Next 50 Index Growth Direct Plan?
How will the gains from the IDBI Nifty Next 50 Index Growth Direct Plan be taxed?
What is the investment objective of IDBI Nifty Next 50 Index Growth Direct Plan?
What is the category of the IDBI Nifty Next 50 Index Growth Direct Plan?
Who is the fund manager of IDBI Nifty Next 50 Index Growth Direct Plan?
What is the exit load for IDBI Nifty Next 50 Index Growth Direct Plan?