Nippon India Mutual Fund

Nippon India NIFTY 500 Low Volatility 50 Index Fund - Regular Plan - Growth Option

Nippon India Mutual Fund

Expense Ratio: 0.91
Risk: Very High
Other Scheme - Index Funds
Plan: Regular
Benchmark: Nifty 500 Low Volatility 50 TRI
Inception: 16-04-2025
Exit Load: Nil
Fund Size:₹17.77 Cr

Performance

1Y
Fund-7.27%
Cat. Avg.-1.42%
2Y
FundN/A
Cat. Avg.-0.02%
3Y
FundN/A
Cat. Avg.8.81%
5Y
FundN/A
Cat. Avg.7.22%
10Y
FundN/A
Cat. Avg.10.92%
SI
Fund2.06%
Cat. Avg.5.09%

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

Portfolio Holdings

Detailed breakdown of instruments.

Instrument
Val (Cr) % Assets
1Maruti Suzuki India Limited1.555.35%
2Sun Pharmaceutical Industries Limited1.454.99%
3State Bank of India1.444.98%
4Bharti Airtel Limited1.434.95%
5Tata Consultancy Services Limited1.404.84%
6Power Grid Corporation of India Limited1.384.77%
7UltraTech Cement Limited1.204.13%
8Apollo Hospitals Enterprise Limited1.053.64%
9Bajaj Auto Limited1.023.51%
10Coal India Limited1.003.46%

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SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
1Y07 Nov, 256000057310-4.5%-9.2%
SI09 Jun, 258500081460-4.2%-6.0%

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
1Y16 Oct, 251 L.92731-7.3%-7.3%
SI08 May, 251 L.1.03 L.+3.0%+2.1%

SIP Calculator

Visualize how small monthly investments grow over time.

₹
Years
%
%

Beat inflation and compound wealth faster with an annual step-up.

%
₹
%
Future Value

₹23.80L

With SIP Amount ₹5,000
Total Invested
₹9.00L
Total Profit
₹14.80L
SIP 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.

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