Nippon India NIFTY 500 Low Volatility 50 Index Fund - Regular Pan - IDCW Option
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
1Y
Fund2.87%
Cat. Avg.2.61%
2Y
FundN/A
Cat. Avg.3.39%
3Y
FundN/A
Cat. Avg.10.42%
5Y
FundN/A
Cat. Avg.11.16%
10Y
FundN/A
Cat. Avg.11.44%
SI
Fund7.29%
Cat. Avg.7.02%
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 | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Maruti Suzuki India Limited | 1.55 | 5.35% |
| 2 | Sun Pharmaceutical Industries Limited | 1.45 | 4.99% |
| 3 | State Bank of India | 1.44 | 4.98% |
| 4 | Bharti Airtel Limited | 1.43 | 4.95% |
| 5 | Tata Consultancy Services Limited | 1.40 | 4.84% |
| 6 | Power Grid Corporation of India Limited | 1.38 | 4.77% |
| 7 | UltraTech Cement Limited | 1.20 | 4.13% |
| 8 | Apollo Hospitals Enterprise Limited | 1.05 | 3.64% |
| 9 | Bajaj Auto Limited | 1.02 | 3.51% |
| 10 | Coal India Limited | 1.00 | 3.46% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 60424 | +0.7% | +1.4% |
| SI | 09 Jun, 25 | 70000 | 70655 | +0.9% | +1.6% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 1.03 L. | +2.8% | N/A |
| SI | 08 May, 25 | 1 L. | 1.09 L. | +8.8% | +7.3% |
SIP Planner
Visualize how small monthly investments grow over time.
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Years
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%
Beat inflation and compound wealth faster with an annual step-up.
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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.