Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
Groww Nifty Next 50 Index Fund Regular IDCW
★★★★★ TopFund est.
TopFund Score (fallback rating)
- Calculated by: TopFund — used only when no third-party rating exists for this fund
- Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis
TopFund Score: 83/100 · Excellent
How this score is calculated
- Star rating (35%)5/5
- 3Y CAGR (30%)—
- Expense ratio (20%)0.47%
- AUM (15%)₹11 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Groww Mutual Fund · Equity · Large Cap
₹10.67
AUM: ₹11 Cr
NAV updated 6 days ago
Plan
Regular
Option
Idcw
Risk
High
Expense Ratio
0.47%
Exit Load
Nil
Fund Manager
Nikhil Satam
Inception
Aug 2025
Benchmark
NIFTY Next 50 Total Return Index
Sharpe Ratio
-0.01
Std Dev (1Y)
16.97%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-3.07%
3m
-0.51%
6m
+10.05%
1y
+4.3%
3y
—
5y
—
10y
—
since inception
+7.0%
TopFund's Take on Groww Nifty Next 50 Index Fund Regular IDCW
Groww Nifty Next 50 Index Fund Regular IDCW ranks among the stronger performers in the Large Cap category, backed by a 5-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 83/100.
Cost: At 0.47%, the expense ratio is meaningfully cheaper — about 22% below the Large Cap category average of 0.6% (based on 453 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.01 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 16.97% 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
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Groww Nifty Next 50 Index Fund Regular IDCW
The current NAV (Net Asset Value) of Groww Nifty Next 50 Index Fund Regular IDCW is ₹10.67. NAV is updated every business day after market close by AMFI.
1Y: 4.3%
The expense ratio of Groww Nifty Next 50 Index Fund Regular IDCW is 0.47% per annum. This is the annual fee charged by the fund to manage your investment.
Groww Nifty Next 50 Index Fund Regular IDCW is managed by Nikhil Satam at Groww Mutual Fund.
Groww Nifty Next 50 Index Fund Regular IDCW is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
Yes, Groww Nifty Next 50 Index Fund Regular IDCW is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
You can start a SIP in Groww Nifty Next 50 Index Fund Regular IDCW with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Groww Nifty Next 50 Index Fund Regular IDCW is ₹11 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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