Nippon India Nifty 500 Momentum 50 Index Fund · Regular · Growth
NAV
₹8.1737
as of 30 Sept 2026
Expense Ratio
1.30%
AUM
₹1,177 Cr
Lumpsum returns (CAGR)
- 1Y
- +4.34%
- 3Y
- —
- 5Y
- —
- Since Inception
- -9.60%
SIP returns (XIRR)
- 1Y
- +2.54%
- 3Y
- —
- 5Y
- —
- Since Inception
- -0.47%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Risk Metrics
Trailing 1 year, annualised0.37
Sharpe Ratio
—
Alpha
—
Beta
0.37
Sortino
17.86%
Std Dev
-17.47%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 Aug 2026- Electrical Equipment18.08%
- Pharmaceuticals & Biotechnology12.88%
- Industrial Products12.58%
- Capital Markets11.28%
- Non - Ferrous Metals8.58%
- Power7.26%
- Finance6.50%
- Banks6.30%
- Telecom - Services4.42%
- Auto Components4.31%
- Automobiles2.39%
- Ferrous Metals1.61%
Each sector links to the mutual funds most exposed to it.
Related reading
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Fund Details
Available transactions
What this fund does
Nippon India Nifty 500 Momentum 50 Index Fund · Regular · Growth is a passively managed fund that tracks a specific market index, aiming to replicate its returns with minimal tracking error. Index funds offer low-cost, diversified exposure to the market with full transparency of holdings.
About This Fund
Nippon India Nifty 500 Momentum 50 Index Fund · Regular · Growth is a Index Fund mutual fund offered by Nippon India Mutual Fund. The fund has been operational for over 2 years. It manages assets worth ₹1,177 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 MOMENTUM 50 TRI. The current expense ratio is 1.30%.
Who Should Invest?
- •Cost-conscious investors who prefer passive investing with low expense ratios