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Nippon India Nifty 500 Momentum 50 Index Fund Direct-Growth

NAV as of Jun 05, 2025Returns since inceptionET Money RankAUM (Fund size)
-16.26%
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778 Crs

Historical NAV & returns

NAV: ₹8.4055 as on Jun 05, 2025
This fund Category average
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This fund Category average

Nippon India Nifty 500 Momentum 50 Index Fund overview

Expense ratio0.25% as on May 31, 2025
Exit load0%
AUM (Fund size)778 Crs
Lock-inNo Lockin
Age8 m since Sep 11, 2024
BenchmarkNifty 500 Momentum 50 TRI
Min. investmentThis scheme is currently not buyable
RiskVery HighVery High Risk
Short term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
Long term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year

Nippon India Nifty 500 Momentum 50 Index Fund Returns calculator

Investment type
Investment period
Investment period
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.
  • Total investment ₹ 12 lakh
  • Profit ₹12 lakhs
  • Total corpus ₹1 lakh
  • Absolute return 52.69%

Trailing returns as on Jun 01, 2025

PeriodThis fundCategory average
1 Month 8.72% 6.3%
3 Months 16.7% 13.31%
6 Months -12.74% -5.38%

Asset allocationas on Apr 30, 2025

Large Cap 33.87966%

Mid Cap 49.460306%

Small Cap 16.600033999999997%

Other Cap 0.0%

Top sectors

Services 29.59%

Healthcare 17.34%

Technology 15.309999999999999%

Capital Goods 10.05%

Credit quality

Bifurcation by Credit Quality is not available for this fund

Top Debt Holdings

Bifurcation by Holding is not available for this fund

Allocation by Instruments

Repo 0.36%

Margin Money 0.00231266%

Other Holdings

Others 0.36%

Peer comparison

Fund nameETM RankAUM (in Crs.)Fund ageExpense ratio
Nippon India Nifty 500 Momentum 50 Index FundN.A.₹778 Crs8 m0.25%
Motilal Oswal Nifty 500 Index FundN.A.₹2,199 Crs5 yrs 9 m0.17%
UTI Nifty 500 Value 50 Index FundN.A.₹516 Crs2 yrs 1 m0.56%
Bandhan Nifty Alpha 50 Index FundN.A.₹362 Crs1 yrs 7 m0.34%
HDFC BSE 500 Index FundN.A.₹208 Crs2 yrs 2 m0.3%
Axis Nifty500 Momentum 50 Index FundN.A.₹53 Crs4 m0.16%
Fund name1M6M1Y3Y5Y10Y
Nippon India Nifty 500 Momentum 50 Index Fund8.72%-12.74%N.A.N.A.N.A.N.A.
Motilal Oswal Nifty 500 Index Fund4.62%-1.25%8.04%18.43%23.06%10.13%
UTI Nifty 500 Value 50 Index Fund3.93%-5.73%-0.57%24.3%13.94%6.74%
Bandhan Nifty Alpha 50 Index Fund13.35%-10.75%-1.89%11.57%6.79%3.34%
HDFC BSE 500 Index Fund4.31%-1.72%7.07%15.53%9.05%4.43%
Axis Nifty500 Momentum 50 Index Fund8.69%14.92%14.92%4.74%2.82%1.4%
Fund nameStd. deviationBetaSharpeSortino
Nippon India Nifty 500 Momentum 50 Index FundN.A.N.A.N.A.N.A.
Motilal Oswal Nifty 500 Index Fund14.471.00.791.25
UTI Nifty 500 Value 50 Index FundN.A.N.A.N.A.N.A.
Bandhan Nifty Alpha 50 Index FundN.A.N.A.N.A.N.A.
HDFC BSE 500 Index FundN.A.N.A.N.A.N.A.
Axis Nifty500 Momentum 50 Index FundN.A.N.A.N.A.N.A.

Key risk & return ratios Compared to other funds in the category

Risk ratios are based on three-year data. The required data is unavailable for the scheme.

Compare Nippon India Nifty 500 Momentum 50 Index Fund in detail with

ET Money rank

in Multi Cap Index
#NA
Ranking for this fund is unavailable.
  • Return Outperformance: This fund has generated highest return amongst Multi Cap Index funds in the last 3 Months .
  • Exit Load: This fund has no exit load.
  • Return/Risk: The fund is performing poorly than its category.