Nippon India ETF NIFTY Dividend Opportunities 50
Expense Ratio: N/A
Risk: Very High
Other Scheme - Other ETFs
Plan: Regular
Benchmark: Nifty Dividend Opportunities 50 TRI
Inception: 24-03-2014
Exit Load: Nil
Fund Size:₹73.93 Cr
Performance
1Y
Fund-1.69%
Cat. Avg.4.42%
2Y
Fund-3.95%
Cat. Avg.3.40%
3Y
Fund11.44%
Cat. Avg.-21.32%
5Y
Fund13.75%
Cat. Avg.-16.69%
10Y
Fund13.63%
Cat. Avg.-20.10%
SI
Fund12.97%
Cat. Avg.-5.56%
Fund Facts
Beta
0.88
Std Dev
11.96%
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 | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | State Bank of India | 7.01 | 10.04% |
| 2 | Infosys Limited | 6.34 | 9.07% |
| 3 | ITC Limited | 5.00 | 7.15% |
| 4 | Tata Consultancy Services Limited | 3.75 | 5.36% |
| 5 | Hindustan Unilever Limited | 3.39 | 4.86% |
| 6 | NTPC Limited | 3.05 | 4.37% |
| 7 | Tata Steel Limited | 2.81 | 4.02% |
| 8 | Shriram Finance Limited | 2.64 | 3.77% |
| 9 | Power Grid Corporation of India Limited | 2.34 | 3.35% |
| 10 | HCL Technologies Limited | 2.04 | 2.92% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 58863 | -1.9% | -3.8% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.17 L. | -2.4% | -2.5% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.86 L. | +3.5% | +2.3% |
| 5Y | 09 Aug, 21 | 3 L. | 3.87 L. | +28.8% | +10.3% |
| 10Y | 08 Aug, 16 | 6 L. | 12.10 L. | +101.7% | +13.6% |
| SI | 07 May, 14 | 7.35 L. | 17.30 L. | +135.3% | +13.2% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 98553 | -1.4% | N/A |
| 2Y | 22 Jul, 24 | 1 L. | 91898 | -8.1% | -4.2% |
| 3Y | 20 Jul, 23 | 1 L. | 1.38 L. | +38.4% | +11.4% |
| 5Y | 20 Jul, 21 | 1 L. | 1.90 L. | +90.5% | +13.8% |
| 10Y | 20 Jul, 16 | 1 L. | 3.59 L. | +258.7% | +13.6% |
| SI | 21 Apr, 14 | 1 L. | 4.45 L. | +345.5% | +13.0% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP 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.