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Nippon India Index Fund-Nifty 50 Plan
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.07 | 32.61 | 1.01 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.57 | 42.78 | 1.24 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 0.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 100 |
| BenchmarkBenchmark |
|---|
| NIFTY 50 - TRI |
About Index Fund
Index funds invests in stocks that emulate a market index like NSE Nifty, BSE Sensex, etc. They invest in the same securities which are present in underlying index. These funds aim to offer returns comparable to the index they track.
Peers & Comparison
EquityIndex Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Nippon India Index Fund-Nifty 50 Plan | 18.40% | 13.08% | 13.48% |
| UTI Nifty 50 Index Fund | 18.42% | 13.12% | 13.59% |
| HDFC Nifty 50 Index Fund | 18.38% | 13.09% | 13.72% |
| ICICI Pru Nifty 50 Index Fund | 18.36% | 13.08% | 13.66% |
Price Comparison
Compare Nippon India Index Fund-Nifty 50 Plan with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- HDFC Bank Ltd3M change : 1.58 %
Holdings
12.57 %
1.58 % - ICICI Bank Ltd3M change : 0.74 %
Holdings
8.45 %
0.74 % - Reliance Industries Ltd3M change : -1.02 %
Holdings
8.09 %
-1.02 %
AMC Profile
Nippon India Mutual Fund is one of India’s leading mutual funds, with Average Assets Under Management (AAUM) of Rs 2,79,431 Crores. NIMF has been established as a trust under the Indian Trusts Act, 1882 with Nippon Life Insurance Company as its Sponsor and Nippon Life India Trustee Ltd as its Trustee.
No.of Schemes
80
Total AUM
₹ 4,23,006.32 Cr.
Fund Manager Profile
Himanshu Mange
AUM: ₹12,774.67 Cr.
|
Exp: 4yrs
Qualification
C.A.
Past Experience
Data not available
Funds Managed (30)
Nippon India Nifty Smallcap 250 Index Fund
Nippon India Nifty Smallcap 250 Index Fund
Nippon India Index Fund-BSE Sensex Plan
Nippon India Index Fund-BSE Sensex Plan
Nippon India Index Fund-Nifty 50 Plan
Nippon India Nifty Midcap 150 Index Fund
Nippon India Nifty Midcap 150 Index Fund
Nippon India Nifty 50 Value 20 Index Fund
Nippon India Nifty 50 Value 20 Index Fund
Nippon India Nifty Alpha Low Volatility 30 Index Fund
Nippon India Nifty Alpha Low Volatility 30 Index Fund
Nippon India Nifty IT Index Fund
Nippon India Nifty IT Index Fund
Nippon India Nifty Bank Index Fund
Nippon India Nifty Bank Index Fund
Nippon India Nifty 500 Equal Weight Index Fund
Nippon India Nifty 500 Equal Weight Index Fund
Nippon India Nifty 500 Momentum 50 Index Fund
Nippon India Nifty 500 Momentum 50 Index Fund
Nippon India Nifty Auto Index Fund
Nippon India Nifty Auto Index Fund
Nippon India Nifty Realty Index Fund
Nippon India Nifty Realty Index Fund
Nippon India Index Fund-Nifty 50 Plan
Manager Performance (0)
Tax Implications
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Investment frequency
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One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%