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ETF📊 NIFTY NEXT 50 TRI

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

Nippon India Mutual Fund

#79 of 235 (1Y)

NAV

₹751.6077

as of 29 Sept 2026

Expense Ratio

—

see scheme documents

AUM

₹7,895 Cr

Viewing Regular · Growth

Lumpsum returns (CAGR)

1Y
+3.20%
3Y
+16.31%
5Y
+11.14%
Since Inception
+12.74%

SIP returns (XIRR)

1Y
+1.64%
3Y
+6.38%
5Y
+11.74%
Since Inception
+13.14%

What history actually did — last 9 years (Oct 2017 – Sept 2026)

A ₹5,000 monthly SIP for the last 9 years (Oct 2017 – Sept 2026)

Real NAV backtest

A ₹5,000 monthly SIP would be worth ₹9,89,112 today — ₹5,35,000 invested, 13.4% XIRR.

₹5,35,000

Invested

₹9,89,112

Value today

13.4%

XIRR (p.a.)

Try the SIP calculator with this fund

A ₹1,00,000 lumpsum, the last 9 years (Oct 2017 – Sept 2026)

Real NAV backtest

₹1,00,000 invested 9 years ago would be ₹2,65,818 today (11.5% CAGR).

A regular withdrawal plan (SWP)

Real NAV backtest

A ₹10,00,000 corpus withdrawing ₹5,000/month since Oct 2017 would still hold ₹16,69,064.

Buying the worst day

Real NAV backtest

₹1,00,000 invested on the worst market day of the last 9 years (Oct 2017 – Sept 2026) (22 Mar 2020) would be ₹3,89,247 today (3.89×).

Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.

Risk Metrics

Trailing 1 year, annualised

0.32

Sharpe Ratio

—

Alpha

—

Beta

0.30

Sortino

16.52%

Std Dev

-14.39%

Max Drawdown

Performance Comparison

Sectoral allocation

as of 31 Aug 2026

Each sector links to the mutual funds most exposed to it.

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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

What this fund does

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 ₹7,895 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY NEXT 50 TRI.

Who Should Invest?

  • •Cost-conscious investors who prefer passive investing with low expense ratios
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