Nippon India ETF NIFTY Next 50 Junior Bees
Expense Ratio: N/A
Risk: Very High
Other Scheme - Other ETFs
Plan: Regular
Benchmark: Nifty Next 50 TRI
Inception: 06-02-2003
Exit Load: Nil
Fund Size:₹7,017.34 Cr
Performance
1Y
Fund0.14%
Cat. Avg.-0.91%
2Y
Fund-3.75%
Cat. Avg.0.60%
3Y
Fund15.73%
Cat. Avg.-22.41%
5Y
Fund9.87%
Cat. Avg.-19.85%
10Y
FundN/A
Cat. Avg.-20.41%
SI
Fund12.59%
Cat. Avg.-6.26%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Adani Power Limited | 314.22 | 3.79% |
| 2 | Tata Motors Ltd | 298.94 | 3.60% |
| 3 | Divi's Laboratories Limited | 282.95 | 3.41% |
| 4 | Hindustan Aeronautics Limited | 281.27 | 3.39% |
| 5 | TVS Motor Company Limited | 275.10 | 3.32% |
| 6 | Cholamandalam Investment and Finance Company Ltd | 262.03 | 3.16% |
| 7 | Cummins India Limited | 258.72 | 3.12% |
| 8 | Avenue Supermarts Limited | 238.87 | 2.88% |
| 9 | Varun Beverages Limited | 234.85 | 2.83% |
| 10 | Samvardhana Motherson International Limited | 221.43 | 2.67% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 59786 | -0.4% | -0.7% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.23 L. | +2.6% | +2.6% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.91 L. | +6.4% | +4.2% |
| 5Y | 08 Nov, 21 | 3 L. | 3.95 L. | +31.8% | +11.2% |
| SI | 07 Nov, 16 | 6 L. | 11.65 L. | +94.2% | +12.9% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.00 L. | +0.1% | +0.1% |
| 2Y | 16 Oct, 24 | 1 L. | 92638 | -7.4% | -3.8% |
| 3Y | 16 Oct, 23 | 1 L. | 1.55 L. | +55.0% | +15.7% |
| 5Y | 18 Oct, 21 | 1 L. | 1.60 L. | +59.7% | +9.8% |
| SI | 07 Nov, 16 | 1 L. | 3.25 L. | +225.3% | +12.6% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.