Index Fund: Nifty Next 50
Passively replicates a stated equity index; differences between schemes tracking the same index come mainly from costs and tracking. Shown here: the 19 schemes MFIC groups under “Nifty Next 50” (a grouping from scheme names, not an AMFI category). This page lists every Index Fund scheme in this group (Direct plan, growth option) with its returns, rolling-return consistency and risk, calculated from AMFI NAVs as of 1 Oct 2026.
Schemes in this group aim to track the market below, so its level, valuation and recent path are the main drivers of returns.
- P/E 18.1: higher than 2% of days since 2023 (median 21.9)
- 1Y +1.4% · 3Y +15.2% p.a. · 5Y +10.2% p.a. (index fund NAV, after costs)
- −7.7% from its 52-week high
Index levels and P/E: NSE daily index closing values; gold and silver: IBJA rates; returns: growth NAV of an index fund or ETF tracking the market (AMFI), so they are after that fund's costs. Context only: a market's level or valuation does not tell you how any scheme will perform. Explore all markets.
| Scheme | NAV (₹) | AUM (₹ cr) | TER | 1Y | 3Y CAGR | 5Y CAGR | 3Y rolling median | 3Y rolling worst | 3Y beat-rate | Std dev | Max DD 5Y | History |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Nifty Next 50 Index Fund Aditya Birla Sun Life Mutual Fund | 17.19 | 271 | 0.45% | 2.0% | 15.7% | n/a | 18.2% | 11.8% | n/a | 20.4% | n/a | 4.6 y |
| Axis Nifty Next 50 Index Fund Axis Mutual Fund | 17.14 | 530 | 0.26% | 2.0% | 15.8% | n/a | 18.4% | 12.2% | n/a | 20.3% | n/a | 4.7 y |
| Bajaj Finserv Nifty Next 50 Index Fund Bajaj Finserv Mutual Fund | 11.00 | 29 | 0.47% | 1.2% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 1.4 y |
| Bandhan Nifty Next 50 Index Fund Bandhan Mutual Fund | 12.18 | 35 | 0.37% | 1.9% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 1.6 y |
| Choice Nifty Next 50 Index Fund Choice Mutual Fund | 10.73 | 20 | 0.72% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 0.5 y |
| DSP Nifty Next 50 Index Fund DSP Mutual Fund | 27.38 | 1,350 | 0.36% | 2.0% | 15.8% | 10.8% | 18.4% | 9.6% | n/a | 20.4% | −26.6% | 7.6 y |
| Edelweiss Nifty Next 50 Index Fund Edelweiss Mutual Fund | 16.15 | 295 | 0.20% | 2.1% | 15.9% | n/a | 19.0% | 15.6% | n/a | 20.3% | n/a | 3.8 y |
| Groww Nifty Next 50 Index Fund Groww Mutual Fund | 10.24 | 11 | 0.52% | 1.9% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 1.1 y |
| HDFC NIFTY Next 50 index Fund HDFC Mutual Fund | 16.33 | 2,621 | 0.35% | 1.8% | 15.6% | n/a | 18.0% | 11.8% | n/a | 20.4% | n/a | 4.9 y |
| HSBC NIFTY NEXT 50 Index Fund HSBC Mutual Fund | 30.29 | 184 | 0.46% | 1.6% | 15.5% | n/a | 18.7% | 15.3% | n/a | 20.3% | n/a | 3.8 y |
| ICICI Prudential Nifty Next 50 Index Fund ICICI Prudential Mutual Fund | 64.19 | 9,744 | 0.37% | 1.7% | 15.6% | 10.6% | 16.5% | -8.7% | n/a | 20.4% | −26.7% | 13.7 y |
| JioBlackRock Nifty Next 50 Index Fund Jio BlackRock Mutual Fund | 10.30 | 220 | 0.41% | 2.0% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 1.1 y |
| Kotak Nifty Next 50 Index Fund Kotak Mahindra Mutual Fund | 20.24 | 1,324 | 0.24% | 2.0% | 15.9% | 10.9% | 19.4% | 12.2% | n/a | 20.3% | −26.3% | 5.5 y |
| LIC MF Nifty Next 50 Index Fund LIC Mutual Fund | 56.70 | 109 | 0.36% | 2.2% | 15.9% | n/a | 18.3% | 15.7% | n/a | 20.3% | n/a | 3.2 y |
| Motilal Oswal Nifty Next 50 Index Fund Motilal Oswal Mutual Fund | 24.81 | 509 | 0.45% | 1.9% | 15.8% | 10.8% | 18.8% | 9.5% | n/a | 20.4% | −26.4% | 6.8 y |
| Navi Nifty Next 50 Index Fund Navi Mutual Fund | 16.47 | 1,275 | 0.25% | 1.9% | 15.8% | n/a | 18.2% | 12.0% | n/a | 20.3% | n/a | 4.7 y |
| SBI Nifty Next 50 Index Fund SBI Mutual Fund | 19.16 | 2,318 | 0.37% | 1.9% | 15.8% | 10.7% | 19.0% | 12.0% | n/a | 20.4% | −26.5% | 5.3 y |
| Tata Nifty Next 50 Index Fund Tata Mutual Fund | 10.18 | n/a | 0.31% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 1.0 y |
| UTI - Nifty Next 50 Index Fund UTI Mutual Fund | 25.64 | 7,295 | 0.46% | 1.9% | 15.9% | 10.7% | 18.1% | 9.3% | n/a | 20.4% | −26.5% | 8.3 y |
Returns are from NAVs (after expenses, before tax); 3Y and 5Y are annualised. Rolling figures use every business-day start date in the scheme's history; beat-rate is the share of 3-year windows ahead of a benchmark — not available for this category in MFIC's free data. Std dev is annualised over 36 months. AUM is the whole scheme (all plans) and TER is for the plan shown, both as disclosed to AMFI. "n/a" means the scheme's history is too short or the data is still loading. Listed alphabetically; no order of preference is implied. Full definitions: MFIC methodology.
Every Monday: index benchmarks and the median 1-month and 1-year return of every equity category, plus broad equity, hybrid and debt figures. Calculated from AMFI NAVs. Free; unsubscribe from any email.