FundLens
49
Index — Broad MarketHold

Nippon India Nifty 500 Equal Weight Index

Nippon India · Direct–Growth · rank #9 of 14 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
6.0%
+3.3% vs index
3 Years
5 Years
Since launch
0.1%

Year-by-year performance

last entry = YTD
2025
+0.5%
2026
+5.5%

Why this score

Nippon India Nifty 500 Equal Weight Index scores 49/100 — #9 of 14 Index — Broad Market fund (Hold). It stands out for alpha and fund size — beating 86% of peers on alpha. The main drag is its volatility (better than only 14% of peers).

Each bar shows the fund's percentile vs Index — Broad Market peers — a longer bar beats more of the category.

Volatility17.31 · 14th percentile in category
Alpha-0.47 · 86th percentile in category
Expense ratio0.54% · 19th percentile in category
Fund size517.73 Cr · 82nd percentile in category
1Y return6.03% · 88th percentile in category
Sharpe ratio-0.37 · 41st percentile in category

Top holdings

top 5 = 1.2% of portfolio
1.HEG Ltd0.24%
2.Mahindra & Mahindra Financial Services Ltd0.24%
3.Ramkrishna Forgings Ltd0.24%
4.TVS Motor Company Ltd0.24%
5.Laurus Labs Ltd0.24%

499 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.

Other Index — Broad Market funds