Nippon India Nifty 500 Momentum 50 Index Fund
Multi Cap IndexVery HighOPEN-ENDED
- NAV as on 9 Nov 2026
- ₹8.29+1.16%1 day
- Return since launch
- -9.2%
- 52-week range
- ₹7.09 — ₹8.68
- AUM
- ₹1,277 Cr
Nippon India Nifty 500 Momentum 50 Index Fund is a Multi Cap Index equity fund from Nippon India Mutual Fund with ₹1,277 Cr under management, launched in 2024. The expense ratio is 1.23% and the SEBI riskometer reading is Very High.
Performance
Nippon India Nifty 500 Momentum 50 Index Fund NAV and returns
Growth of the fund against its category average over the period you pick.
Over 1Y this fund returned -0.5% against -2.2% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | 3.0% | +3.0 pts | -0.0% | 2.4% |
| 2Y | 1.8% | −1.6 pts | 3.4% | 2.1% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | 1.1% | −3.3 pts | 4.3% | 4.6% |
| 3M | -2.3% | +0.4 pts | -2.7% | -2.3% |
| 6M | 1.7% | +0.9 pts | 0.8% | 2.4% |
| 1Y | -0.7% | −0.7 pts | -0.0% | -1.8% |
| 2Y | -5.3% | −5.7 pts | 0.4% | -0.2% |
Since launch (11 Sep 2024): -9.2%
Calendar-year returns
Category average-8.8%
Show as a table
| Period | Fund | vs category | Category |
|---|---|---|---|
| 2025 | -8.8% | −11.9 pts | 3.0% |
Returns over one year are annualised. Shorter periods are absolute.
Costs & terms
Costs and terms
What the fund charges each year, and the rules around putting money in and taking it out.
Costs
1.23%
Expense ratio as on 31 Oct 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 0.75%
- Brokerage
- 0.02%
- Transaction charges
- 0.01%
- Statutory levies
- 0.45%
- Exit load
- 0%
- Lock-in
- None
Terms
- Min SIP
- ₹3,000
- Min lumpsum
- ₹5,000
- Plan
- GROWTH
- Fund type
- OPEN-ENDED
- Benchmark
- Nifty 500 Momentum 50 TRI
- Short-term capital gains
- Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains
- After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%
Risk
Risk
What the riskometer means for this fund, and how its ratios sit against the category.
Very High
Your principal is treated as being at very high risk — typically small cap, sectoral and thematic equity schemes.
Portfolio
Nippon India Nifty 500 Momentum 50 Index Fund portfolio
Portfolio as of 30 Sep 2026
Asset allocation
- Equity99.8%
- Debt0.0%
- Other0.2%
Market cap split
- Large42.9%
- Mid35.7%
- Small21.4%
- P/E
- 27.33
- P/B
- 4.71
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| Laurus Labs Ltd. | Healthcare | 6.16% | ₹78.60 Cr | +4.63% | +2.55% | — |
| Multi Commodity Exchange Of India Ltd. | Services | 5.85% | ₹74.75 Cr | +4.94% | +3.05% | +2.28% |
| Hindalco Industries Ltd. | Metals & Mining | 4.86% | ₹62.04 Cr | +4.85% | +4.96% | — |
| Shriram Finance Ltd | Financial | 4.86% | ₹62.04 Cr | +5.06% | +4.96% | — |
| Adani Power Ltd. | Energy | 4.47% | ₹57.12 Cr | +4.82% | — | — |
| Cummins India Ltd. | Capital Goods | 4.32% | ₹55.12 Cr | +5.04% | +2.66% | — |
| GE Vernova T&D India Ltd | Capital Goods | 4.19% | ₹53.49 Cr | +4.84% | +1.80% | — |
| BSE Ltd. | Services | 4.01% | ₹51.18 Cr | +4.92% | +3.60% | +3.91% |
| The Federal Bank Ltd. | Financial | 3.54% | ₹45.20 Cr | +3.62% | +2.65% | — |
| Bharat Heavy Electricals Ltd. | Capital Goods | 3.43% | ₹43.78 Cr | +3.36% | — | — |
| Bharat Forge Ltd. | Automobile | 3.01% | ₹38.41 Cr | +3.29% | — | — |
| CG Power and Industrial Solutions Ltd. | Capital Goods | 2.86% | ₹36.51 Cr | +3.13% | — | — |
| Hitachi Energy India Ltd. | Capital Goods | 2.73% | ₹34.80 Cr | +3.05% | +1.07% | +1.72% |
| Torrent Pharmaceuticals Ltd. | Healthcare | 2.68% | ₹34.27 Cr | +2.54% | — | — |
| Adani Energy Solutions Ltd. | Energy | 2.63% | ₹33.53 Cr | +2.93% | — | — |
| National Aluminium Company Ltd. | Metals & Mining | 2.49% | ₹31.83 Cr | +2.44% | — | — |
| Polycab India Ltd. | Capital Goods | 2.34% | ₹29.82 Cr | +2.85% | — | — |
| HFCL Ltd. | Communication | 2.33% | ₹29.77 Cr | +2.15% | — | — |
| Welspun Corp Ltd. | Metals & Mining | 2.16% | ₹27.55 Cr | +1.19% | — | +0.68% |
| Ather Energy Ltd. | Automobile | 2.09% | ₹26.72 Cr | +1.65% | — | — |
| Vodafone Idea Ltd. | Communication | 1.91% | ₹24.34 Cr | +2.09% | — | — |
| ABB India Ltd. | Capital Goods | 1.74% | ₹22.21 Cr | +1.77% | — | — |
| Glenmark Pharmaceuticals Ltd. | Healthcare | 1.65% | ₹21.12 Cr | +1.53% | +1.25% | — |
| Steel Authority Of India Ltd. | Metals & Mining | 1.58% | ₹20.19 Cr | +1.48% | — | — |
| Navin Fluorine International Ltd. | Chemicals | 1.57% | ₹20.09 Cr | +1.44% | +1.15% | +0.91% |
| Acutaas Chemicals Ltd. | Healthcare | 1.47% | ₹18.80 Cr | +1.55% | — | — |
| Apar Industries Ltd. | Consumer Staples | 1.46% | ₹18.62 Cr | +1.29% | — | — |
| Kirloskar Oil Engines Ltd. | Capital Goods | 1.45% | ₹18.52 Cr | +1.46% | — | — |
| Karur Vysya Bank Ltd. | Financial | 1.34% | ₹17.12 Cr | +1.20% | +1.11% | — |
| Kei Industries Ltd. | Capital Goods | 1.34% | ₹17.06 Cr | +1.60% | — | — |
| Aditya Birla Capital Ltd. | Financial | 1.27% | ₹16.24 Cr | +1.29% | +1.54% | — |
| Anand Rathi Wealth Ltd. | Financial | 1.18% | ₹15.02 Cr | +1.08% | +0.65% | — |
| Sai Life Sciences Ltd. | Healthcare | 1.03% | ₹13.10 Cr | +0.82% | — | — |
| Hindustan Copper Ltd. | Metals & Mining | 0.93% | ₹11.84 Cr | +0.97% | — | — |
| Thermax Ltd. | Capital Goods | 0.88% | ₹11.23 Cr | +1.31% | — | — |
| Bank of Maharashtra | Financial | 0.80% | ₹10.27 Cr | +0.91% | — | — |
| Syrma SGS Technology Ltd. | Capital Goods | 0.80% | ₹10.23 Cr | +0.62% | +0.23% | — |
| Craftsman Automation Ltd. | Automobile | 0.76% | ₹9.68 Cr | +0.68% | — | — |
| The Great Eastern Shipping Company Ltd. | Energy | 0.75% | ₹9.60 Cr | +0.70% | — | — |
| Granules India Ltd. | Healthcare | 0.68% | ₹8.74 Cr | +0.65% | — | — |
| Finolex Cables Ltd. | Capital Goods | 0.55% | ₹6.96 Cr | +0.43% | — | — |
| NLC India Ltd. | Energy | 0.48% | ₹6.17 Cr | +0.58% | — | — |
| Netweb Technologies India Ltd. | Technology | 0.48% | ₹6.09 Cr | +0.47% | — | — |
| Schneider Electric Infrastructure Ltd. | Capital Goods | 0.48% | ₹6.09 Cr | +0.53% | — | — |
| Belrise Industries Ltd. | Automobile | 0.47% | ₹5.99 Cr | +0.46% | — | — |
| R R Kabel Ltd. | Consumer Discretionary | 0.44% | ₹5.60 Cr | +0.41% | — | — |
| RBL Bank Ltd. | Financial | 0.44% | ₹5.62 Cr | +0.40% | +1.06% | — |
| Aditya Birla Sun Life AMC Ltd. | Financial | 0.38% | ₹4.84 Cr | +0.43% | — | — |
| Honasa Consumer Ltd. | Consumer Staples | 0.29% | ₹3.68 Cr | +0.30% | — | — |
| Others | Others | 0.21% | ₹2.88 Cr | +0.01% | +0.03% | +0.01% |
| Gujarat Mineral Development Corporation Ltd. | Materials | 0.18% | ₹2.32 Cr | +0.21% | +0.19% | — |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| Laurus Labs Ltd. | 5.64% | 6.16% | +0.52% |
| Welspun Corp Ltd. | 1.80% | 2.16% | +0.36% |
| Adani Power Ltd. | 4.11% | 4.47% | +0.36% |
| Shriram Finance Ltd | 5.20% | 4.86% | -0.34% |
| Ather Energy Ltd. | 2.39% | 2.09% | -0.30% |
| Kei Industries Ltd. | 1.63% | 1.34% | -0.29% |
| Polycab India Ltd. | 2.60% | 2.34% | -0.26% |
| The Federal Bank Ltd. | 3.76% | 3.54% | -0.22% |
| Kirloskar Oil Engines Ltd. | 1.25% | 1.45% | +0.20% |
| Syrma SGS Technology Ltd. | 0.61% | 0.80% | +0.19% |
| The Great Eastern Shipping Company Ltd. | 0.59% | 0.75% | +0.16% |
| National Aluminium Company Ltd. | 2.64% | 2.49% | -0.15% |
| Multi Commodity Exchange Of India Ltd. | 5.71% | 5.85% | +0.14% |
| Acutaas Chemicals Ltd. | 1.34% | 1.47% | +0.13% |
| ABB India Ltd. | 1.85% | 1.74% | -0.11% |
| Finolex Cables Ltd. | 0.44% | 0.55% | +0.11% |
| Hitachi Energy India Ltd. | 2.84% | 2.73% | -0.11% |
| Bharat Forge Ltd. | 3.11% | 3.01% | -0.10% |
| Sai Life Sciences Ltd. | 0.93% | 1.03% | +0.10% |
| Hindalco Industries Ltd. | 4.96% | 4.86% | -0.10% |
| Vodafone Idea Ltd. | 2.00% | 1.91% | -0.09% |
| HFCL Ltd. | 2.42% | 2.33% | -0.09% |
| Thermax Ltd. | 0.96% | 0.88% | -0.08% |
| Cummins India Ltd. | 4.38% | 4.32% | -0.06% |
| Adani Energy Solutions Ltd. | 2.68% | 2.63% | -0.05% |
| Apar Industries Ltd. | 1.41% | 1.46% | +0.05% |
| Granules India Ltd. | 0.63% | 0.68% | +0.05% |
| RBL Bank Ltd. | 0.39% | 0.44% | +0.05% |
| Hindustan Copper Ltd. | 0.98% | 0.93% | -0.05% |
| CG Power and Industrial Solutions Ltd. | 2.90% | 2.86% | -0.04% |
| Netweb Technologies India Ltd. | 0.52% | 0.48% | -0.04% |
| Belrise Industries Ltd. | 0.43% | 0.47% | +0.04% |
| R R Kabel Ltd. | 0.48% | 0.44% | -0.04% |
| Aditya Birla Capital Ltd. | 1.30% | 1.27% | -0.03% |
| Steel Authority Of India Ltd. | 1.61% | 1.58% | -0.03% |
| Bharat Heavy Electricals Ltd. | 3.46% | 3.43% | -0.03% |
| BSE Ltd. | 4.03% | 4.01% | -0.02% |
| Anand Rathi Wealth Ltd. | 1.16% | 1.18% | +0.02% |
| Karur Vysya Bank Ltd. | 1.36% | 1.34% | -0.02% |
| Schneider Electric Infrastructure Ltd. | 0.46% | 0.48% | +0.02% |
| Bank of Maharashtra | 0.79% | 0.80% | +0.01% |
| Craftsman Automation Ltd. | 0.77% | 0.76% | -0.01% |
| Glenmark Pharmaceuticals Ltd. | 1.66% | 1.65% | -0.01% |
| Gujarat Mineral Development Corporation Ltd. | 0.19% | 0.18% | -0.01% |
| Honasa Consumer Ltd. | 0.30% | 0.29% | -0.01% |
| NLC India Ltd. | 0.47% | 0.48% | +0.01% |
| GE Vernova T&D India Ltd | 4.20% | 4.19% | -0.01% |
| Others | 0.00% | 0.00% | 0.00% |
| Aditya Birla Sun Life AMC Ltd. | 0.38% | 0.38% | 0.00% |
| Navin Fluorine International Ltd. | 1.57% | 1.57% | 0.00% |
| Torrent Pharmaceuticals Ltd. | 2.68% | 2.68% | 0.00% |
Compare
Similar funds
The rest of the category, so this fund’s numbers have something to sit against.
| Fund | AUM | Expense | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Category average | ₹255 Cr | 1.26% | 0.6% | 7.6% | — |
 UTI Nifty 500 Value 50 Index Fund | ₹838 Cr | 1.17% | -1.5% | 7.6% | — |
 Axis Nifty500 Value 50 Index Fund | ₹230 Cr | 1.21% | -1.4% | — | — |
 Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund | ₹108 Cr | 1.48% | 6.3% | — | — |
| Aditya Birla Sun Life BSE 500 Quality 50 Index Fund | ₹61.31 Cr | 1.14% | 1.2% | — | — |
 Bandhan Nifty 500 Value 50 Index Fund | ₹38.85 Cr | 1.31% | -1.8% | — | — |
About
About this fund
The scheme’s own words, its benchmark and the people running it.
Investment objective
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 managers
- Jitendra TolaniMBA (FINANCE)Prior to joining Nippon Mutual Fund, he was working with Motilal Oswal Financial Services Ltd, Asit C Mehta Investment Interrmediaries Ltd.
Tools
Return calculator
What ₹10,000 a month in this fund would have grown to over each period, based on its past returns.
₹
| Over the past | Total investment | Would’ve become | Growth | Returns |
|---|---|---|---|---|
| 6 months1.67% absolute | ₹60,000 | ₹61,002 | 1.67% | |
| 1 year−0.70% annualised | ₹1,20,000 | ₹1,19,546 | −0.38% |
Returns for 1 year and longer are annualised (CAGR); 6-month figures are absolute. Past returns are not a forecast.
How this is calculated
Each monthly instalment grows at the fund’s annualised return ÷ 12 per month until the end of the period, the same formula as our SIP calculator.
The amount compounds once a year at the fund’s CAGR for that period, the same formula as our lumpsum calculator.
Questions
Frequently asked questions
The things people ask about this scheme.
What is the NAV of Nippon India Nifty 500 Momentum 50 Index Fund?
The NAV of Nippon India Nifty 500 Momentum 50 Index Fund is ₹8.29 as on 9 Nov 2026.
What is the expense ratio of Nippon India Nifty 500 Momentum 50 Index Fund?
The expense ratio of Nippon India Nifty 500 Momentum 50 Index Fund is 1.23% per year.
What is the minimum SIP amount for Nippon India Nifty 500 Momentum 50 Index Fund?
You can start a SIP in Nippon India Nifty 500 Momentum 50 Index Fund with ₹3,000 a month.
Is there a lock-in or exit load on Nippon India Nifty 500 Momentum 50 Index Fund?
Lock-in: None. Exit load: 0%.
How risky is Nippon India Nifty 500 Momentum 50 Index Fund?
Nippon India Nifty 500 Momentum 50 Index Fund is rated Very High on the SEBI riskometer and belongs to the Multi Cap Index category.
Which fund house manages Nippon India Nifty 500 Momentum 50 Index Fund?
Nippon India Nifty 500 Momentum 50 Index Fund is managed by Nippon India Mutual Fund, which runs 75 schemes with ₹8,03,520 Cr under management.