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Nippon India Nifty 500 Momentum 50 Index Fund

Growth
EquityIndex Fund
Mid-size FundAssets Under Mgmt: ₹ 552 Cr
Very High RiskPrinciple investment will be at very high risk
9.170.75% (+0.07)

Price Chart

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Returns
0.00%
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SIP
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EquityIndex Fund
Mid-size FundAssets Under Mgmt: ₹ 552 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.2555.68-1.82
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
0.5842.780.32

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs0.00%
NIL
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 1,000
Initial: ₹ 1,000 Incremental: ₹ 1,000
BenchmarkBenchmark
Nifty500 Momentum 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

Comparing 3 mutual funds from 
EquityIndex Fund
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Nippon India Nifty 500 Momentum 50 Index Fund
UTI Nifty 50 Index Fund11.77%12.83%13.20%
HDFC Nifty 50 Index Fund11.73%12.79%13.32%
ICICI Pru Nifty 50 Index Fund11.72%12.78%13.26%

Price Comparison

Compare Nippon India Nifty 500 Momentum 50 Index Fund with any MF, ETF, stock or index
Compare Nippon India Nifty 500 Momentum 50 Index Fund with any MF, ETF, stock or index
Nippon India Nifty 500 Momentum 50 Index Fund
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Asset Allocation

Actual

Target

Sep 2024

Nov 2024

ACTUAL
Cash & EquivalentsEquity0.25%99.75%

Sep 2024

Nov 2024

Tickertape Separator

Sector Distribution

+25 moreRetail - SpecialityPower GenerationConsumer FinanceElectrical Components & EquipmentsIndustrial Machinery48.78 %6.49 %9.31 %10.04 %11.95 %13.42 %

Sep 2024

Nov 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 24N/AN/AN/AN/A12.18%13.42%
Industrial Machinery as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • Trent Ltd
    TRENT
    3M change : 6.49 %

    Holdings

    6.49 %

    6.49 %
  • Mahindra and Mahindra Ltd
    M&M
    3M change : 5.20 %

    Holdings

    5.20 %

    5.20 %
  • Bharat Electronics Ltd
    BEL
    3M change : 5.07 %

    Holdings

    5.07 %

    5.07 %

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

    ₹ 4,25,180.60 Cr.

Fund Manager Profile

Himanshu Mange

AUM:  ₹12,923.31 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 4yrs

Qualification

C.A.

Past Experience

Data not available

Manager Performance (0)

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Tax Implications

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%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This is the CAGR you expect your investment to return in the future during the given investment period. Returns are annualised, compunding is done monthly.

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