Nippon India Nifty 500 Momentum 50 Index
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.
Growthvine rating: 2/5 — ranked #144 of 245 in category.
Fund basics
| Category | Equity: Index |
|---|
| NAV | ₹7.58 (as of 2026-10-23) |
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| AUM | ₹1,277 Cr |
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| Expense ratio | 0.75% |
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| Riskometer | Very High |
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| Fund manager | Jitendra Tolani |
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| Exit load | 0 |
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Performance & risk
| Standard deviation | 0.00% |
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| Max drawdown | −31.87% |
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| Alpha | 0 |
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| Beta | 0 |
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Market cap allocation
| Large cap | 42.9% |
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| Mid cap | 35.7% |
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| Small cap | 21.4% |
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Concentration
| Top 5 holdings | 26.2% |
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| Top 10 holdings | 45.7% |
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| Total holdings | 50 |
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Top holdings
- Laurus Labs Limited — 6.2%
- Multi Commodity Exchange of India Ltd — 5.8%
- Shriram Finance Limited — 4.9%
- Hindalco Industries Ltd. — 4.9%
- Adani Power Limited — 4.5%
- Cummins India Ltd. — 4.3%
- GE Vernova T&D India Limited — 4.2%
- BSE Ltd. — 4.0%
- Federal Bank Ltd. — 3.5%
- Bharat Heavy Electricals Ltd. — 3.4%
Top sectors
- Energy — 25.4%
- Banking & Financial — 17.5%
- Pharma & Biotech — 13.7%
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|
| 2026 (partial) | −6.9% | — | — |
| 2025 | −8.8% | — | — |