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

Fund House: Nippon India Mutual Fund

Category: Index Fund

Status: Open Ended Schemes

Launch Date: 07-05-2025

Minimum Investment: 1000.0

Asset Class: Equity

Minimum Topup: 1000.0

Benchmark: Nifty 500 Low Volatility 50 TRI

Total Assets: 0.0 As on ()

Expense Ratio: 0.9% As on (31-05-2025)

Turn over: 81.00% | Exit Load:

NAV as on 12-06-2025

10.3884

-0.0621

CAGR Since Inception

5.05%

Nifty 500 Low Volatility 50 TRI 18.23%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Nippon India Nifty 500 Low Volatility 50 Index Fund - Regular Plan - Growth Option - - - - 5.05
NIFTY500 LOW VOLATILITY 50 TRI 9.82 23.93 23.56 16.07 18.23
Index Fund 5.97 16.98 21.51 12.47 9.66

Funds Manager

Jitendra Tolani

RETURNS CALCULATORS for Nippon India Nifty 500 Low Volatility 50 Index Fund - Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of Nippon India Nifty 500 Low Volatility 50 Index Fund - Regular Plan - Growth Option

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of Nippon India Nifty 500 Low Volatility 50 Index Fund - Regular Plan - Growth Option

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Nippon India Nifty 500 Low Volatility 50 Index Fund Reg Plan Gr 07-05-2025 0.0 0.0 0.0 0.0 0.0
Kotak Nifty Financial Services Ex-Bank Index Fund Reg Gr 14-08-2023 24.37 0.0 0.0 0.0 0.0
Tata Nifty MidSmall Healthcare Index Fund Reg Gr 26-04-2024 19.38 0.0 0.0 0.0 0.0
Tata Nifty Financial Services Index Fund Reg Gr 01-04-2024 18.4 0.0 0.0 0.0 0.0
Motilal Oswal BSE Financials ex Bank 30 Index Fund Reg Gr 29-07-2022 16.35 25.82 0.0 0.0 0.0
ICICI Prudential NASDAQ 100 Index Fund Gr 01-10-2021 16.27 24.51 26.02 0.0 0.0
Motilal Oswal S&P 500 Index Reg Gr 05-04-2020 14.09 20.14 17.91 15.93 0.0
ICICI Pru Nifty IT Index Fund Gr 05-08-2022 12.65 16.99 0.0 0.0 0.0
Bandhan Nifty IT Index Fund Reg Gr 31-08-2023 12.58 0.0 0.0 0.0 0.0
Nippon India Nifty IT Index Reg Gr 22-02-2024 12.56 0.0 0.0 0.0 0.0

Asset Allocation (%)

Key Performance and Risk Statistics of Nippon India Nifty 500 Low Volatility 50 Index Fund - Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Nippon India Nifty 500 Low Volatility 50 Index Fund - Regular Plan - Growth Option - - - - - -
Index Fund - - - - - -