Nippon India NIFTY 500 Low Volatility 50 Index Fund - Regular Plan - Growth Option

Q: How to check the XIRR of Nippon India Nifty 500 Low Volatility 50 Index Fund - Regular Plan - Growth Option?

You can track the exact XIRR and portfolio overlapping of Nippon India Nifty 500 Low Volatility 50 Index Fund - Regular Plan - Growth Option alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Q: How to check portfolio overlap for Nippon India Nifty 500 Low Volatility 50 Index Fund - Regular Plan - Growth Option?

Use the MutualSaathi Portfolio Analyzer to compare Nippon India Nifty 500 Low Volatility 50 Index Fund - Regular Plan - Growth Option with other funds, PMS, and AIFs to detect hidden stock overlaps.

Nippon India Mutual Fund

Expense Ratio: 0.91

Risk: Very High

Other Scheme - Index Funds

Plan: Regular

Benchmark: Nifty 500 Low Volatility 50 TRI

Inception: 16-04-2025

Exit Load: Nil

Fund Size:₹17.77 Cr

Performance

Fund1.52%

Cat. Avg.2.17%

FundN/A

Cat. Avg.2.83%

FundN/A

Cat. Avg.10.63%

FundN/A

Cat. Avg.10.85%

10Y

FundN/A

Cat. Avg.11.36%

Fund6.19%

Cat. Avg.6.85%

Fund Facts

No available Data

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Market Cap

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Top Sectors

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Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	Coal India Limited	Equity	Listed	Large Cap	Consumable Fuels	1.64	5.46%
2	Power Grid Corporation of India Limited	Equity	Listed	Large Cap	Power	1.62	5.41%
3	Bharti Airtel Limited	Equity	Listed	Large Cap	Telecom - Services	1.41	4.72%
4	Bajaj Finance Limited	Equity	Listed	Large Cap	Finance	1.34	4.47%
5	Asian Paints Limited	Equity	Listed	Large Cap	Consumer Durables	1.32	4.39%
6	Maruti Suzuki India Limited	Equity	Listed	Large Cap	Automobiles	1.24	4.13%
7	Oil & Natural Gas Corporation Limited	Equity	Listed	Large Cap	Oil	1.21	4.05%
8	Tata Consultancy Services Limited	Equity	Listed	Large Cap	IT - Software	1.20	4.01%
9	Bajaj Auto Limited	Equity	Listed	Large Cap	Automobiles	1.12	3.73%
10	Apollo Hospitals Enterprise Limited	Equity	Listed	Large Cap	Healthcare Services	1.09	3.64%

Similar Funds

UTI BSE Sensex ETF

UTI Mutual Fund

Expense Ratio: 0.05

NAV / Fund Size

₹860.08₹55,126.55 Cr

Incep: 24-08-2015

Other ETFsVery High RiskOther

-4.02%

-0.75%

5.95%

9.52%

11.83%

Fund Details

UTI BSE Sensex ETF

NAV / Fund Size₹860.08₹55,126.55 Cr

Other ETFsVery High RiskOther

-4.02%

-0.75%

5.95%

9.52%

11.83%

ICICI Prudential Smallcap Fund - Growth

ICICI Prudential Mutual Fund

Expense Ratio: 1.78

NAV / Fund Size

₹88.66₹8,443.27 Cr

Incep: 23-08-2007

Small Cap FundVery High RiskEquity

-0.98%

0.63%

11.71%

13.66%

12.40%

Fund Details

ICICI Prudential Smallcap Fund - Growth

NAV / Fund Size₹88.66₹8,443.27 Cr

Small Cap FundVery High RiskEquity

-0.98%

0.63%

11.71%

13.66%

12.40%

Nippon India Large Cap Fund- Growth Plan Bonus Option

Nippon India Mutual Fund

Expense Ratio: 1.48

NAV / Fund Size

₹90.10₹50,841.73 Cr

Incep: 12-06-2007

Large Cap FundVery High RiskEquity

-0.42%

1.66%

11.88%

15.38%

12.44%

Fund Details

Nippon India Large Cap Fund- Growth Plan Bonus Option

NAV / Fund Size₹90.10₹50,841.73 Cr

Large Cap FundVery High RiskEquity

-0.42%

1.66%

11.88%

15.38%

12.44%

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	59625	-0.6%	-1.3%
SI	09 Jun, 25	70000	69721	-0.4%	-0.7%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	14 Jul, 25	1 L.	1.02 L.	+1.5%	+1.5%
SI	08 May, 25	1 L.	1.07 L.	+7.4%	+6.2%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.