Q: What are the returns of Nippon India Nifty Next 50 Junior BeES FoF?

The Nippon India Nifty Next 50 Junior BeES FoF is a 6 yrs 5 m old fund and has delivered average annual returns of 15.53% since inception. Nippon India Nifty Next 50 Junior BeES FoF Returns 1-Year 3-Year 5-Year Since Inception -4.76% 19.9% 21.44% 15.53%

Question 1

What is the current NAV of Nippon India Nifty Next 50 Junior BeES FoF?

Accepted Answer

The current Net Asset Value (NAV) of the Nippon India Nifty Next 50 Junior BeES FoF - Direct Growth plan is approximately ₹25.6846 as of Jul 21, 2025.

Question 2

What are the returns of Nippon India Nifty Next 50 Junior BeES FoF?

Accepted Answer

The Nippon India Nifty Next 50 Junior BeES FoF is a 6 yrs 5 m old fund and has delivered average annual returns of 15.53% since inception.

Nippon India Nifty Next 50 Junior BeES FoF Returns

1-Year	3-Year	5-Year	Since Inception
-4.76%	19.9%	21.44%	15.53%

Question 3

How much does Nippon India Nifty Next 50 Junior BeES FoF charge as the expense ratio?

Accepted Answer

The Nippon India Nifty Next 50 Junior BeES FoF - Direct Growth has an expense ratio of 0.12%, which reflects the fund's management and operating costs. This percentage is subtracted from the fund's annual returns, impacting net returns for investors.

Question 4

What is the AUM or size of Nippon India Nifty Next 50 Junior BeES FoF?

Accepted Answer

The Nippon India Nifty Next 50 Junior BeES FoF currently has assets under management (AUM) or fund size valued at approximately ₹550 Crs crore as of Jun 30, 2025.

Question 5

What are the top stock holdings of Nippon India Nifty Next 50 Junior BeES FoF?

Accepted Answer

The Nippon India Nifty Next 50 Junior BeES FoF has invested the majority of its money in the stocks of the following companies -

Company	Percentage of Portfolio
Interglobe Aviation Ltd.	4.46%
Hindustan Aeronautics Ltd.	4.03%
Divi's Laboratories Ltd.	3.58%
Vedanta Ltd.	3.15%
The Indian Hotels Company Ltd.	2.89%
Cholamandalam Investment and Finance Company Ltd.	2.88%
Tata Power Company Ltd.	2.82%
TVS Motor Company Ltd.	2.79%
Britannia Industries Ltd.	2.77%
Varun Beverages Ltd.	2.73%

Question 6

What are the top sectors Nippon India Nifty Next 50 Junior BeES FoF has invested in?

Accepted Answer

The Nippon India Nifty Next 50 Junior BeES FoF has primarily invested in the following sectors

Company	Percentage of Portfolio
Interglobe Aviation Ltd.	4.46%
Hindustan Aeronautics Ltd.	4.03%
Divi's Laboratories Ltd.	3.58%
Vedanta Ltd.	3.15%
The Indian Hotels Company Ltd.	2.89%
Cholamandalam Investment and Finance Company Ltd.	2.88%
Tata Power Company Ltd.	2.82%
TVS Motor Company Ltd.	2.79%
Britannia Industries Ltd.	2.77%
Varun Beverages Ltd.	2.73%

Question 7

What is the risk level of Nippon India Nifty Next 50 Junior BeES FoF?

Accepted Answer

This is a Large Cap Index fund comes with Very High risk.

Question 8

Is there any lock-in period in Nippon India Nifty Next 50 Junior BeES FoF?

Accepted Answer

No, this fund does not have any lock-in period.

Question 9

How do I invest in Nippon India Nifty Next 50 Junior BeES FoF?

Accepted Answer

It is very fast, easy, and completely paperless in this mutual fund scheme on ET Money. It is just a matter of a few minutes. Here's how:

For the Desktop Version:

Click on the "Invest Now" button at the top right, then scan the QR code to download the app.

For the Mobile Version:

Click on the "Invest on App" button at the bottom to download the app.
Once the app is downloaded:
Sign-up and complete your one time KYC process, or log in if you're already registered.
Search for Nippon India Nifty Next 50 Junior BeES FoF and choose the investment mode (Lump sum investment or a SIP). Then, enter your investment amount.
Fill in additional required details, including the bank account you'll use for payment, and confirm.

All set! Your investment in Nippon India Nifty Next 50 Junior BeES FoF is complete.

Question 10

How can I redeem my investments in Nippon India Nifty Next 50 Junior BeES FoF?

Accepted Answer

Redeeming your investments in Nippon India Nifty Next 50 Junior BeES FoF is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in Nippon India Nifty Next 50 Junior BeES FoF from anywhere else, you can go to the fund house website and put a request through it.

Expense ratio	0.12% as on May 31, 2025
Exit load	0%
AUM (Fund size)	₹550 Cr
Lock-in Period	Nil
Age	6 yrs 5 m since Feb 18, 2019
Benchmark	NIFTY Next 50 TRI
Min. investment	SIP: ₹500 & Lumpsum: ₹100
Risk	Very High
Short term capital gains (STCG)	Returns taxed at 20% if you redeem before 1 year
Long term capital gains (LTCG)	After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%

Period	This fund	Category average
1 Month	0.64%	-1.01%
3 Months	5.0%	4.39%
6 Months	9.17%	8.08%
1 Year	-4.76%	0.41%
2 Years	25.15%	17.36%
3 Years	19.9%	16.95%
4 Years	15.58%	13.88%
5 Years	21.44%	19.44%

Fund name	ETM Rank	AUM	Fund age	Expense ratio
Nippon India Nifty Next 50 Junior BeES FoF	N.A.	550 Cr	6 yrs 5 m	0.12%
DSP Nifty 50 Equal Weight Index Fund	N.A.	2,136 Cr	7 yrs 9 m	0.39%
Sundaram Nifty 100 Equal Weight Fund	N.A.	106 Cr	12 yrs 6 m	0.61%
DSP Nifty Next 50 Index Fund	N.A.	1,008 Cr	6 yrs 5 m	0.26%
UTI Nifty Next 50 Index Fund	N.A.	5,288 Cr	7 yrs 1 m	0.34%

Fund name	1M	6M	1Y	3Y	5Y	10Y
Nippon India Nifty Next 50 Junior BeES FoF	0.64%	9.17%	-4.76%	19.9%	21.44%	N.A.
DSP Nifty 50 Equal Weight Index Fund	-1.36%	9.45%	2.49%	19.05%	23.96%	10.1%
Sundaram Nifty 100 Equal Weight Fund	-0.36%	9.42%	-0.56%	18.92%	22.18%	11.63%
DSP Nifty Next 50 Index Fund	0.32%	9.28%	-4.91%	19.85%	21.41%	10.42%
UTI Nifty Next 50 Index Fund	0.31%	9.22%	-4.76%	19.85%	21.4%	9.67%

Fund name	Std. deviation	Beta	Sharpe	Sortino
Nippon India Nifty Next 50 Junior BeES FoF	18.75	1.28	0.91	1.29
DSP Nifty 50 Equal Weight Index Fund	14.18	1.04	1.08	1.62
Sundaram Nifty 100 Equal Weight Fund	15.33	1.11	1.0	1.48
DSP Nifty Next 50 Index Fund	18.99	1.3	0.9	1.29
UTI Nifty Next 50 Index Fund	18.98	1.3	0.9	1.29

Nippon India Nifty Next 50 Junior BeES FoF Direct - Growth

Historical NAV & returns

Nippon India Nifty Next 50 Junior BeES FoF overview

Nippon India Nifty Next 50 Junior BeES FoF Returns calculator

Trailing returns as on Jun 01, 2025

Asset allocationas on Apr 30, 2025

Peer comparison

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

Compare Nippon India Nifty Next 50 Junior BeES FoF in detail with

About this fund

About Nippon India Nifty Next 50 Junior BeES FoF

Fund managers

Investment objective

Nippon India Mutual Fund details

More funds from Nippon India Mutual Fund

Frequently asked questions

Nippon India Nifty Next 50 Junior BeES FoF Returns

ET Money rank

Alpha	0.27 vs. 4.17 Underperformed at beating benchmark
Sharpe	0.91 vs. 4.28 Poor risk-adjusted returns
Beta	1.28 vs. 0.78 More sensitive to market's ups & downs
Standard deviation	18.75 vs. 9.19 More volatile performance

Fund AUM	550 Cr as on Apr 30, 2025
Scheme document	View Scheme Document

No. of schemes	65 view all schemes
Total AUM	6,17,875 Cr as on Jun 30, 2025
Address	4th Floor, Tower A, Peninsula Business Park, Ganapatrao Kadam Marg, Lower Parel (W), Mumbai, 400013

Fund name	ETM Rank	AUM	1Y	5Y
Nippon India Small Cap Fund	N.A.	58,029 Cr	1.75%	38.29%
Nippon India Power & Infra Fund	N.A.	7,417 Cr	-4.53%	32.91%
Nippon India Growth Mid Cap Fund	N.A.	36,836 Cr	7.49%	32.78%
Nippon India Multi Cap Fund	N.A.	40,261 Cr	6.11%	32.54%
Nippon India Nifty Smallcap 250 Index Fund	N.A.	2,033 Cr	2.69%	N.A.
Nippon India Value Fund	N.A.	8,664 Cr	4.58%	28.15%

Sector	Percentage of Portfolio
Financial	16.740000000000002%
Energy	14.0%
Services	12.77%
Capital Goods	12.560000000000002%
Consumer Staples	11.16%
Automobile	6.84%
Healthcare	5.99%
Metals & Mining	4.6899999999999995%
Insurance	3.93%
Construction	3.88%