November 15, 2025
RA Jainee
Nippon India Nifty Alpha Low Volatility 30 Index Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 16.2255
NAV IDCW: Rs 16.2255
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 fund invests in a combination of large- and medium-sized companies, providing reasonable degree of flexibility to the fund management team to invest in companies of different sizes, depending on where it expects maximum gains. We believe this flexibility is good for fund investors, but we suggest you also consider flexi-cap funds which offer complete freedom to fund managers to choose companies of different sizes.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy:
The scheme seeks to provide investment returns closely corresponding to the total returns of the securities as represented by the Nifty Alpha Low Volatility 30 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 (₹) | — |
| Min. No of Cheques | 60 |
| Min. Balance (₹) | — |
| Lock-in Period | NA |
| Exit Load | 0 |
Basic Details of Nippon India Nifty Alpha Low Volatility 30 Index Fund
| Fund House | Nippon India Mutual Fund |
| Launch Date | 19-Aug-22 |
| Return Since Launch | 16.12% |
| Benchmark | Nifty Alpha Low Volatility 30 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | ₹ 1,396 Cr |
| (As on 31-Oct-2025) | |
| Expense | 0.35% |
| (As on 31-Oct-2025) | |
| Risk Grade | Above Average |
| Return Grade | Below Average |
| Turnover | 88.00% |
| Turnover | — |
Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Nippon India Nifty Alpha Low Volatility 30 Index Dir | -0.66 | 0.01 | 1.37 | 3.05 | 2.77 | -0.84 | 16.10 | — | — | — |
| BSE Large Mid Cap TRI | 8.39 | -0.05 | 2.51 | 5.29 | 6.94 | 10.03 | 15.08 | — | — | — |
| Equity: Large & MidCap | 3.76 | -0.10 | 1.93 | 4.77 | 7.30 | 6.87 | 18.81 | — | — | — |
| Rank within category | 42 | 22 | 48 | 54 | 57 | 44 | 31 | — | — | — |
| Number of funds in category | 54 | 64 | 64 | 64 | 58 | 52 | 36 | 26 | 21 | 18 |
Peer Comparison of Nippon India Nifty Alpha Low Volatility 30 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 Alpha Low Volatility 30 Index Dir | 2 star | -0.84 | 16.10 | — | 0.35 | 1,396 | 16.12 | — | 3Y 2M | 88.00 |
| UTI Nifty200 Momentum 30 Index Dir | 1 star | -3.09 | 17.16 | — | 0.45 | 8,707 | 18.38 | — | 4Y 8M | 148.00 |
| Zerodha Nifty Large Midcap 250 Index Dir | Unrated | 11.49 | — | — | 0.27 | 1,178 | 19.88 | — | 2Y | 14.00 |
| Motilal Oswal Nifty 200 Momentum 30 Index Dir | 1 star | -3.50 | 16.82 | — | 0.32 | 936 | 13.15 | 1.00 (15) | 3Y 9M | 171.00 |
| HDFC NIFTY200 Momentum 30 Index Dir | Unrated | -3.70 | — | — | 0.40 | 703 | 3.85 | — | 1Y 8M | 156.02 |
Portfolio Analysis of Nippon India Nifty Alpha Low Volatility 30 Index Fund
| No. of Stocks | 30 |
| Top 10 Stocks | 40.67% |
| Top 5 Stocks | 21.21% |
| Top 3 Sectors | 68.36% |
| Portfolio P/B Ratio | 5.00 |
| Portfolio P/E Ratio | 27.06 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 2,53,652 | 1,82,155 |
| Giant (%) | 61.00 | 48.20 |
| Large (%) | 37.05 | 30.39 |
| Mid (%) | 1.95 | 19.90 |
| Small (%) | — | 4.20 |
| Tiny (%) | — | 0.02 |
Chanakya’s Mutual Fund Guidance For Nippon India Nifty Alpha Low Volatility 30 Index Fund
WILL POST SOON
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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