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ETF📊 NIFTY NEXT 50 TRI

Nippon India ETF Nifty Next 50 Junior Bees · Regular · Growth

Nippon India Mutual Fund

#51 of 232 (1Y)

NAV

₹774.1532

as of 16 Jun 2026

Expense Ratio

see scheme documents

AUM

₹7,119 Cr

Viewing Regular · Growth

Lumpsum returns (CAGR)

1Y
+7.31%
3Y
+18.59%
5Y
+13.99%
Since Inception
+13.49%

SIP returns (XIRR)

1Y
+11.60%
3Y
+11.81%
5Y
+14.42%
Since Inception
+14.44%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹57,500

Invested

₹1,12,026

Value today

13.5%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹3,212

Value today

12.9%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹5,75,000

Withdrawn

₹20,91,332

Corpus left

+₹16,66,332 net gain — withdrew ₹5,75,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹17,41,836

Value today

-9.6%

vs lumpsum

Direct lumpsum would have beaten STP by 9.6% — but STP reduced timing risk

Model your own STP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹3,81,813

Value today

3.8×

Multiple

Staying invested through that crash turned ₹1L into ₹3,81,813 — a 3.8× return

Read: Staying invested through crashes

Risk Metrics

Trailing 1 year, annualised

-0.06

Sharpe Ratio

Alpha

Beta

-0.06

Sortino

18.88%

Std Dev

-17.41%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseNippon India Mutual Fund
CategoryETF
BenchmarkNIFTY NEXT 50 TRI
Launch Date07 Nov 2016
AMFI Code140085
Transaction facts
Exit LoadNil

Investment Objective

Nippon India ETF Nifty Next 50 Junior Bees · Regular · Growth is an exchange-traded fund (ETF) that trades on stock exchanges like a regular share. It offers real-time pricing, low expense ratios, and the flexibility to buy and sell units throughout the trading day.

About This Fund

Nippon India ETF Nifty Next 50 Junior Bees · Regular · Growth is a ETF mutual fund offered by Nippon India Mutual Fund. The fund has been operational for over 9 years. It manages assets worth ₹7,119 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY NEXT 50 TRI.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • Cost-conscious investors who prefer passive investing with low expense ratios
  • SIP investors who can benefit from rupee cost averaging during market fluctuations