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Choice Mutual Fund

Choice Nifty Next 50 Index Fund - Direct Plan Growth

TopFund Score: 60/100 · Average

How this score is calculated

  • Star rating (35%)—
  • 3Y CAGR (30%)—
  • Expense ratio (20%)0.75%
  • AUM (15%)₹20 Cr

Not investment advice — an analytical read of public fund data. Methodology →

Choice Mutual Fund · Equity · Large Cap

₹11.2

+0.0 (+0.0%)

AUM: ₹20 Cr

NAV updated 9 days ago

Plan

Direct

Option

Growth

Risk

High

Expense Ratio

0.75%

Exit Load

Nil

Fund Manager

Rochan Pattnayak

Inception

Apr 2026

Benchmark

NIFTY Next 50 Total Return Index

Sharpe Ratio

0.97

Std Dev (1Y)

14.79%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

-3.06%

3m

-0.52%

6m

—

1y

—

3y

—

5y

—

10y

—

since inception

+8.71%

TopFund's Take on Choice Nifty Next 50 Index Fund - Direct Plan Growth

Choice Nifty Next 50 Index Fund - Direct Plan Growth sits in the middle of the pack for Large Cap funds. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 60/100.

Cost: At 0.75%, the expense ratio runs 25% above the Large Cap category average of 0.6%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a moderate Sharpe ratio of 0.97 — decent risk-adjusted performance, without being exceptional. Separately, annualised volatility of 14.79% is fairly typical for Large Cap funds.

Who should invest: This fund is best suited to conservative equity investors or those wanting a stable core holding, typically with a 3+ year horizon. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.

This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.

Sector Allocation

Asset Allocation

Equity 99.81%
Repo 0.14%
Net Receivables 0.05%

Frequently Asked Questions about Choice Nifty Next 50 Index Fund - Direct Plan Growth

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

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