November 15, 2025
RA Jainee
Nippon India Nifty 500 Momentum 50 Index Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: ₹ 8.4647
NAV IDCW: ₹ 8.4647
Suitable For Which Investors?
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This is a flexi-cap fund where the fund management team has complete freedom to invest in companies of different sizes, depending on where it expects maximum gains. This versatility makes flexi-cap funds most suitable for equity fund investors, as the job of stock selection is left completely to the fund manager, which is the very idea of investing in a mutual fund.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy:
The scheme seeks to provide investment returns that commensurate to the total returns of the securities as represented by the Nifty 500 Momentum 50 Index before expenses, subject to tracking errors.
Fund Manager:
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.
Investment Details
| Min. Investment (₹) | 1,000 |
| Min. Addl Investment (₹) | 1,000 |
| Min. SIP Investment (₹) | 100 |
| Min. Withdrawal (₹) | 100 |
| Min. No of Cheques | 60 |
| Min. Balance (₹) | — |
| Lock-in Period | NA |
| Exit Load | 0 |
Basic Details of Nippon India Nifty 500 Momentum 50 Index Fund
| Fund House | Nippon India Mutual Fund |
| Launch Date | 30-Sep-24 |
| Return Since Launch | -13.85% |
| Benchmark | Nifty 500 Momentum 50 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | ₹ 1,058 Cr |
| (As on 31-Oct-2025) | |
| Expense | 0.25% |
| (As on 31-Oct-2025) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 161.00% |
Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Nippon India Nifty 500 Momentum 50 Index Dir | -5.31 | 0.85 | 2.71 | 6.82 | 5.94 | -6.61 | — | — | — | — |
| BSE 500 TRI | 7.42 | 0.61 | 2.20 | 5.76 | 6.51 | 7.56 | — | — | — | — |
| Equity: Flexi Cap | 5.14 | 0.55 | 1.71 | 5.30 | 7.05 | 6.21 | — | — | — | — |
| Rank within category | 93 | 10 | 14 | 16 | 68 | 92 | — | — | — | — |
| Number of funds in category | 96 | 113 | 111 | 106 | 101 | 94 | 73 | 55 | 43 | 35 |
Peer Comparison of Nippon India Nifty 500 Momentum 50 Index Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Nippon India Nifty 500 Momentum 50 Index Dir | Unrated | -6.61 | — | — | 0.25 | 1,058 | -13.85 | — | 1Y 1M | 161.00 |
| Motilal Oswal Nifty 500 Index Dir | 2 star | 7.73 | 15.76 | 18.86 | 0.17 | 2,662 | 17.88 | 1.00 (15) | 6Y 2M | 12.00 |
| SBI Nifty 500 Index Dir | Unrated | 7.45 | — | — | 0.31 | 861 | -0.89 | 0.25 (15) | 1Y 1M | 11.00 |
| Motilal Oswal Nifty 500 Momentum 50 Index Dir | Unrated | -6.31 | — | — | 0.41 | 773 | -13.77 | 1.00 (15) | 1Y 1M | 160.00 |
| Bandhan Nifty Alpha 50 Index Dir | Unrated | -5.12 | — | — | 0.34 | 510 | 16.88 | — | 2Y | 179.00 |
Portfolio Analysis of Nippon India Nifty 500 Momentum 50 Index Fund
| No. of Stocks | 50 |
| Top 10 Stocks | 48.49% |
| Top 5 Stocks | 26.19% |
| Top 3 Sectors | 73.72% |
| Portfolio P/B Ratio | 6.31 |
| Portfolio P/E Ratio | 40.78 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 1,07,269 | 1,80,500 |
| Giant (%) | 37.34 | 49.68 |
| Large (%) | 32.04 | 21.93 |
| Mid (%) | 29.72 | 23.34 |
| Small (%) | 0.89 | 5.97 |
| Tiny (%) | — | 0.58 |
Chanakya’s Mutual Fund Guidance For Nippon Nifty 500 Momentum 50 Index Fund
WILL POST SOON
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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