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Nippon India Nifty 500 Momentum 50 Index Fund Direct dividend payout
Equity • Index • Direct dividend payout
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Index
Direct dividend payout
Launched On
30 Sep 2024
0.9 years ago
Lock-in Period
No lock-in
NAV
as of 05 Sep 2025
₹7.95
+0.0138% (0.10)
AUM
₹959 Cr
Expense ratio
0.25%
Benchmark
Nifty 500 Momentum 50
Fund Plan
Annually
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold anytime
0%
What's in this fund?
Sectors
Holdings
Financial Services
Healthcare
Industrials
Technology
Basic Materials
Fund House
Nippon
Inc: 08 Oct 1995 • Total AUM: ₹3,57,519 Cr • Rank #6Nippon India Mutual Fund, started in 1995, has Nippon Life Insurance Company as its sponsors. The fund house is headed by Sundeep Sikka as the CEO. As of 31 March 2024, it has an AUM of ₹472,440 Cr. Nippon India Mutual Fund boasts a presence in 265 locations (as of 30 September 2023).
Fund Managers
Jitendra Tolani
Experience: yrs • Total AUM: 86,702 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Other top rated funds
UTI Nifty Next 50 Index Fund
Equity • Index • Direct Growth3Y CAGR
15.89%
Expense ratio
0.34%
Tracking error
Fund size
ICICI Prudential Nifty Next 50 Index
Equity • Index • Direct Growth3Y CAGR
15.76%
Expense ratio
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Tracking error
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UTI Nifty 50 Index Fund
Equity • Index • Direct Growth3Y CAGR
12.92%
Expense ratio
0.19%
Tracking error
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SBI Nifty Index Fund
Equity • Index • Direct Growth3Y CAGR
12.90%
Expense ratio
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Tracking error
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HDFC Nifty 50 Index Fund
Equity • Index • Direct Growth3Y CAGR
12.89%
Expense ratio
0.2%
Tracking error
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Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.