Nippon India Nifty 500 Momentum 50 Index Fund - Direct Plan - Growth

Others

Index Funds/ETFs

Very High Risk

Rs 8.18

0.51

NAV as on Apr 21, 2026

Benchmark

Nifty500 Momentum 50 Total Return

Expense Ratio

0.25%

Fund Category

Others - Index Funds/ETFs

Fund Size

Rs 983 Crores

Exit Load

0.00%

Min. Investment

Rs 1,000

Nav Chart

Asset Allocation

Sector Allocation

Nippon India Nifty 500 Momentum 50 Index Fund - Direct Plan - Growth Fund Details

Investment Objective - NA

Fund House

Nippon India Mutual Fund

Return Since Launch

-12.16%

Launch Date

Sep 11, 2024

Type

Open Ended

Riskometer

Very High

Ratio Analysis

Standard Deviation

13.98

Category Avg

Beta

0.98

Category Avg

Sharpe Ratio

0.78

Category Avg

Portfolio Turnover Ratio

41.59

Category Avg

Top Holdings

Name	Assets (%)	Sector	Instrument
Eicher Motors Ltd.	4.98	Automobiles	Equity
Shriram Finance Ltd.	4.96	Finance	Equity
Hindalco Industries Ltd.	4.96	Metals - Non Ferrous	Equity
Bharti Airtel Ltd.	4.76	Telecommunications	Equity
Mahindra & Mahindra Ltd.	4.58	Automobiles	Equity
Bajaj Finance Ltd.	4.51	Finance	Equity
Asian Paints Ltd.	4.18	Paints and Pigments	Equity
Maruti Suzuki India Ltd.	4.17	Automobiles	Equity
TVS Motor Company Ltd.	3.69	Automobiles	Equity
BSE Ltd.	3.60	Finance	Equity

View All

Apr 21, 2026

Performance Analysis

	1W	1M	3M	6M	1Y	3Y	5Y	10Y	SI
Fund Returns (%)	1.59	10.02	3.75	-3.14	6.50	NA	NA	NA	-12.16
Category Average (%)	1.48	6.30	0.89	0.46	7.95	15.29	5.67	NA	23.60
Rank within Category	704	252	417	1147	495	NA	NA	NA	1589

* Returns over 1 year are CAGR

Screen Funds Yourself to identify the best mutual funds and explore top mutual funds screens.

Peer Comparision

Scheme Name(Growth Direct)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
UTI Nifty 50 Index Fund	171.79	24,433	1.42	6.30	-2.31	-4.76	2.81	12.77	12.49	13.06	23.83	0.20
HDFC Nifty 50 Index Fund	238.89	20,437	1.42	6.30	-2.32	-4.79	2.77	12.73	12.44	13.01	26.62	0.20
ICICI Prudential Nifty 50 Index Fund	258.27	14,153	1.42	6.30	-2.30	-4.78	2.79	12.72	12.45	12.91	27.68	0.20
SBI Nifty Index Fund	228.32	11,217	1.42	6.29	-2.32	-4.81	2.73	12.74	12.45	12.92	26.50	0.19
ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40:60 Index Fund - Direct	13.07	8,823	0.09	0.44	1.53	2.61	6.23	7.43	NA	NA	6.05	0.20
SBI CPSE Bond Plus SDL Sep 2026 50 50 Index Fund	12.94	8,444	0.10	0.67	1.65	2.97	6.53	7.27	NA	NA	6.27	0.21
Aditya Birla Sun Life Nifty SDL Plus PSU Bond SEP 2026 60 40 Index Fund-DP	13.04	8,090	0.10	0.70	1.64	2.97	6.54	7.30	NA	NA	5.98	0.21
HDFC BSE Sensex Index Fund	753.61	7,897	1.48	6.31	-3.25	-5.98	0.70	10.99	11.72	12.87	26.74	0.20
ICICI Prudential Nifty Next 50 Index Fund	65.78	7,604	3.30	10.99	6.15	2.23	8.91	22.97	16.10	14.36	15.21	0.31
UTI Nifty200 Momentum 30 Index Fund	21.45	7,476	1.52	9.12	2.21	-2.99	8.25	18.92	14.89	NA	16.10	0.43

View All

Apr 21, 2026

Return Calculator

₹ One-Time

Over the past

Invested

₹5000

Invested Amount
Estimated Return

Total investment of ₹5000

Would have become ₹5,325 (+6.50%)

Fund Manager

Jitendra Tolani

Mr. Jitendra Tolani holds MBA (FINANCE). Prior to joining Nippon Mutual Fund, he was working with Motilal Oswal Financial Services Ltd, Asit C Mehta Investment Interrmediaries Ltd.

View More

Here is the list of funds managed by Jitendra Tolani

Scheme Name(Growth Direct)	Category	NAV(Rs)	AUM(Rs Cr)	1Y(%)	5Y(%)
Nippon India Silver ETF FOF	Others - Fund of Funds	37.86	4,219	152.49	NA
Nippon India Nifty Alpha Low Volatility 30 Index Fund	Others - Index Funds/ETFs	15.69	1,225	1.31	NA
Nippon India Nifty 500 Momentum 50 Index Fund	Others - Index Funds/ETFs	8.18	983	6.50	NA
Nippon India Nifty 50 Value 20 Index Fund	Others - Index Funds/ETFs	18.94	912	3.39	13.46
Nippon India Nifty 500 Equal Weight Index Fund	Others - Index Funds/ETFs	9.36	363	7.24	NA
Nippon India Nifty IT Index Fund	Others - Index Funds/ETFs	8.65	181	-5.07	NA
Nippon India Nifty Bank Index Fund	Others - Index Funds/ETFs	12.33	169	4.26	NA
Nippon India Nifty 500 Quality 50 Index Fund	Others - Index Funds/ETFs	10.94	46	NA	NA
Nippon India Nifty Auto Index Fund	Others - Index Funds/ETFs	11.34	36	22.71	NA
Nippon India Nifty Realty Index Fund	Others - Index Funds/ETFs	7.40	32	-7.71	NA

View All

Apr 21, 2026

Top Performing Related Funds

Scheme Name(Growth Direct)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
Nippon India Small Cap Fund	190.62	61,809	3.04	11.41	9.07	-0.10	9.04	22.60	24.36	21.94	24.80	0.67
Nippon India Large Cap Fund	101.96	46,521	2.08	7.53	1.06	-2.78	6.90	19.31	19.40	15.95	19.07	0.71
Nippon India Multi Cap Fund	330.14	46,321	2.33	8.47	5.73	-1.54	8.59	22.82	23.34	16.78	30.06	0.73
Nippon India Liquid Fund	6,782.67	40,268	0.09	0.77	1.77	3.24	6.38	7.04	6.11	6.21	15.47	0.20
Nippon India Growth Mid Cap Fund	4,820.41	39,676	3.03	10.21	7.89	3.40	14.97	27.95	24.40	20.01	59.09	0.78
Nippon India Money Market Fund	4,429.28	21,492	0.09	0.80	1.78	3.13	6.68	7.50	6.54	6.80	11.83	0.21