Nippon India NIFTY 500 Momentum 50 Index Fund - Regular Plan - Growth Option
Expense Ratio: 0.88
Risk: Very High
Other Scheme - Index Funds
Plan: Regular
Benchmark: Nifty 500 Momentum 50 TRI
Inception: 11-09-2024
Exit Load: Nil
Fund Size:₹1,095.04 Cr
Performance
1Y
Fund0.38%
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
Fund-10.30%
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 | Shriram Finance Limited | 63.50 | 5.06% |
| 2 | Cummins India Limited | 63.25 | 5.04% |
| 3 | Multi Commodity Exchange of India Limited | 62.02 | 4.94% |
| 4 | BSE Limited | 61.76 | 4.92% |
| 5 | Hindalco Industries Limited | 60.82 | 4.85% |
| 6 | GE Vernova T&D India Limited | 60.76 | 4.84% |
| 7 | Adani Power Limited | 60.47 | 4.82% |
| 8 | Laurus Labs Limited | 58.14 | 4.63% |
| 9 | The Federal Bank Limited | 45.37 | 3.62% |
| 10 | Bharat Heavy Electricals Limited | 42.11 | 3.36% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 61813 | +3.0% | +6.2% |
| SI | 07 Oct, 24 | 1.10 L. | 1.12 L. | +1.4% | +1.5% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 99723 | -0.3% | N/A |
| SI | 01 Oct, 24 | 1 L. | 82221 | -17.8% | -10.3% |
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.