Nippon India Nifty 500 Momentum 50 Index Fund Regular Growth
- Index Funds
- Index Funds
- Very High Risk
Rating:
Key Metrics
Aum
₹1,254.80 Cr
Expense Ratio
0.75%
Exit Load
0.00%
Min. Investment
₹1,000.00
Min. SIP
₹0.00
Launch Date
30 Sep 2024
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +0.2% | -- |
| 3 Months | +4.4% | -- |
| 6 Months | +3.65% | -- |
| 1 Year | -0.06% | -0.06% |
| 2 Years | -- | 0% |
| 3 Years | -- | 0% |
| 5 Years | -- | 0% |
| Since Launch | -16.78% | -9.77% |
Holdings as on 16 Jul 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Shriram Finance | 63.51 | 5.06 |
| Cummins India | 63.26 | 5.04 |
| Multi Commodity Exchange Of India | 62.02 | 4.94 |
| BSE | 61.76 | 4.92 |
| Hindalco Industries | 60.82 | 4.85 |
| GE Vernova T&D India | 60.76 | 4.84 |
| Adani Power | 60.48 | 4.82 |
| Laurus Labs | 58.15 | 4.63 |
| Federal Bank | 45.37 | 3.62 |
| Bharat Heavy Electricals | 42.12 | 3.36 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.00
Sharpe Ratio
0.00%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| DSP Nifty Next 50 Index Fund Regular Growth | +5.17% | +17.7% | +13.26% |
| Kotak Nifty Next 50 Index Fund Regular Growth | +5.3% | +17.7% | +13.25% |
| Navi Nifty Next 50 Index Fund Regular Growth | +4.78% | +17.44% | -- |
| Nippon India Nifty Alpha Low Volatility 30 Index Fund Regular Growth | -0.69% | +11.3% | -- |
| Nippon India Nifty 500 Momentum 50 Index Fund Regular Growth | -0.06% | -- | -- |
Results are calculated on CAGR basis
About Fund
The investment objective of the scheme is to provide investment returns that commensurate to the total returns of the securities as represented by the Nifty 500 Momentum 50 Index before expenses, subject to tracking errors. However, there is no assurance that the investment objective of the Scheme will be achieved.
The Nippon India Nifty 500 Momentum 50 Index Fund Regular Growth has an AUM of 1254.80 crores & has delivered CAGR of 0.00 in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 0.75%. The minimum investment in Nippon India Nifty 500 Momentum 50 Index Fund Regular Growth is Rs 1000 and the minimum SIP is Rs 0.
As per morningstar the risk & return rating of the fund are Medium & respectively.
The fund has a present cash holding of %. The top holdings of the fund include Shriram Finance, Cummins India, Multi Commodity Exchange Of India, BSE.
The major sectors where the fund is invested are Electronic Instr. & Controls, Investment Services, Biotechnology & Drugs, Metal Mining.
Some of the similar funds are DSP Nifty Next 50 Index Fund Regular Growth, Kotak Nifty Next 50 Index Fund Regular Growth, Navi Nifty Next 50 Index Fund Regular Growth, Nippon India Nifty Alpha Low Volatility 30 Index Fund Regular Growth, Nippon India Nifty 500 Momentum 50 Index Fund Regular Growth. Nippon India Nifty 500 Momentum 50 Index Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.
FAQs
According to the morning star rating Nippon India Nifty 500 Momentum 50 Index Fund Regular Growth has a Medium risk & return.
Nippon India Nifty 500 Momentum 50 Index Fund Regular Growth is managed by Jitendra Tolani.
The expense ratio of Nippon India Nifty 500 Momentum 50 Index Fund Regular Growth is 0.75%.
The 5 year annualized return on Nippon India Nifty 500 Momentum 50 Index Fund Regular Growth is 0.00% & it has generated -0.06% in the last 1 year.
The minimum investment in Nippon India Nifty 500 Momentum 50 Index Fund Regular Growth is 1000 Rs.
Nippon India Nifty 500 Momentum 50 Index Fund Regular Growth has an AUM of 1254.80 crores.
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