April 12, 2025
mayank
Nippon India Nifty 500 Low Volatility 50 Index Fund details, Fund Portfolio, Fund Returns, Peer Comparison, Mutual Fund Guidance @sahifund.com
Table of Contents:
- NFO Open date, Close date
- NFO Investment Strategy
- NFO Basic Details
- NFO Benchmark Index
- Performance Review of Fund Manager
- Should You Invest in this NFO?
- Invest Online
What is the Nippon India Nifty 500 Low Volatility 50 Index Fund Open Date, Close Date?
NFO opens on April 16, 2025
NFO will close on April 30, 2025
Investment Strategy for this NFO?
The scheme seeks to provide investment returns that commensurate to the total returns of the securities as represented by the Nifty 500 Low Volatility 50 Index before expenses, subject to tracking errors.
Basic Details
| Fund House | Nippon India Mutual Fund |
| Issue Open | 16 April 2025 |
| Issue Close | 30 April 2025 |
| Type | Open-ended |
| Category | Equity: Flexi Cap |
| Min. Investment(Rs) | 1,000 |
| Plans | Growth, IDCW |
| Lock-in Period | NA |
| Exit Load | 0 |
| Riskometer | Very High |
| Benchmark | Nifty 500 Low Volatility 50 TRI |
About Benchmark Index for this NFO?
The Nifty500 Low Volatility 50 Index aims to track the performance of the top 50 companies within the Nifty 500 selected based on their Low Volatility Score. Low Volatility is calculated as the inverse of standard deviation based on the previous 1-year price returns (log normal). Stock weights are based on a combination of the stock’s low volatility score and its free-float market capitalization.
Nifty500 Low Volatility 50 Index can be used for a variety of purposes such as benchmarking fund portfolios, launching of index funds, ETFs and structured products.
Index Variant: Nifty500 Low Volatility 50 Total Returns Index.
Portfolio Characteristics
| Methodology | Periodic Capped Free Float |
| No. of Constituents | 50 |
| Launch Date | December 20, 2024 |
| Base Date | April 01, 2005 |
| Base Value | 1000 |
| Calculation Frequency | Real-Time |
| Index Rebalancing | Semi-Annually |
Fund Managers of Nippon India Nifty 500 Low Volatility 50 Index Fund
1) Jitendra Tolani
Education: MBA (FINANCE)
Experience: Prior to joining Nippon Mutual Fund, he was working with Motilal Oswal Financial Services Ltd, Asit C Mehta Investment Interrmediaries Ltd.
AMC
Nippon Life India Asset Management Ltd.
Address: 4th Floor, Tower A, Peninsula Business Park, Ganapatrao Kadam Marg, Lower Parel (W), Mumbai – 400013
Website: https://mf.nipponindiaim.com/
Registrar & Transfer Agent
KFin Technologies Ltd.
Address: 303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad – 500016
Website: https://mfs.kfintech.com/mfs/
Review for Nippon India Nifty 500 Low Volatility 50 Index Fund @ sahifund.com by Paresh Gordhandas, C.A., Research Analyst
[ A ] Benchmark Performance of Nifty 500 Low Volatility 50 TRI
Performance
| Index Returns (%)# | QTD | YTD | 1 Year | 5 Years | Since Inception |
| Price Return | 0.20 | 0.20 | 8.08 | 23.08 | 16.17 |
| Total Return | 0.26 | 0.26 | 8.94 | 24.69 | 17.95 |
| Statistics ## | 1 Year | 5 Years | Since Inception |
| Std. Deviation * | 13.74 | 13.28 | 16.30 |
| Beta (NIFTY 50) | 0.89 | 0.71 | 0.71 |
| Correlation (NIFTY 50) | 0.91 | 0.86 | 0.92 |
Fundamentals
| P/E | P/B | Dividend Yield |
| 26.48 | 4.59 | 0.8 |
Top constituents by weightage
| Company’s Name | Weight(%) |
| Bajaj Finance Ltd | 6.77 |
| Kotak Mahindra Bank Ltd. | 6.39 |
| Bajaj Finserv Ltd. | 5.27 |
| Maruti Suzuki India Ltd. | 5.18 |
| Axis Bank Ltd. | 4.80 |
| Titan Company Ltd. | 4.77 |
| State Bank of India | 4.74 |
| Dr. Reddy’s Laboratories Ltd. | 4.03 |
| Apollo Hospitals Enterprise Ltd. | 3.31 |
| Tech Mahindra Ltd. | 3.23 |
Note on Benchmark Performance:
The Fund has generated good returns over the one year period, five year period and since its launch. (Refer table above)
[ B ] Performance Review of the Fund Managers of this NFO
Past Performance of Jitendra Tolani
| Fund | Nippon India ETF Nifty Dividend Opportunities 50 | It’s Benchmark | Nippon India ETF Nifty India Consumption | It’s Benchmark |
| 1 Year | -3.01 | -0.05 | 5.98 | -0.05 |
| 3 Year | 15.87 | 11.61 | 15.77 | 11.61 |
| 5 Year | 24.75 | 24.02 | 20.21 | 24.02 |
| 7 Year | 14.18 | 13.56 | 12.88 | 13.56 |
| 10 Year | 12.92 | 12.42 | 12.75 | 12.42 |
As on 12-4-2025
Note on Fund Managers’ performance
Looking at the sample study of the other Funds Managed by Mr. Jitendra Tolani shows a satisfactory picture.
[ C ] Conclusion
The Nippon India Nifty 500 Low Volatility 50 Index Fund’s strategy aims to provide better risk-adjusted returns over time through a focus on companies with lower volatility.
Arun Sundaresan, head of ETF at Nippon Life India Asset Management, said, the funds is designed to provide investors with diversified exposure to top-performing companies across large, mid, and small-cap segments while providing targeted benefits such as low-cost entry, lower volatility, and better risk-adjusted returns.
We believe, that such funds are suitable for a sophisticated investor with in-depth knowledge of Mutual Fund offerings or for someone whose Funds are managed by professional wealth advisors.
In our view, it would be suitable to see how the fund performs before investing.
Is it good to invest in Nippon India Nifty 500 Low Volatility 50 Index Fund NFO?
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