39
Index — Factor / Smart BetaAvoid
Nippon India Nifty 50 Value 20 Index
Nippon India · Direct–Growth · rank #40 of 57 by Smart Score
Data updated
Trailing returns
1 Year
-11.3%
-4.2% vs index
3 Years
4.7%
-4.3% vs index
5 Years
6.1%
-1.8% vs index
Since launch
10.1%
Year-by-year performance
2022
+1.2%-2.6% vs index
2023
+29.3%+2.7% vs index
2024
+17.4%+1.7% vs index
2025
+0.6%-7.1% vs index
2026
-13.6%-5.8% vs index
Why this score
Nippon India Nifty 50 Value 20 Index scores 39/100 — #40 of 57 Index — Factor / Smart Beta fund (Avoid). It stands out for fund size and volatility — beating 85% of peers on fund size. The main drag is its 3y return (better than only 3% of peers).
Each bar shows the fund's percentile vs Index — Factor / Smart Beta peers — a longer bar beats more of the category.
3Y return4.71% · 3rd percentile in category
5Y return6.07% · 17th percentile in category
Fund size707.93 Cr · 85th percentile in category
Alpha-5.00 · 26th percentile in category
Volatility13.39 · 68th percentile in category
Sharpe ratio-0.09 · 62nd percentile in category
Top holdings
1.HDFC Bank Ltd14.73%
2.Reliance Industries Ltd12.15%
3.ICICI Bank Ltd11.34%
4.State Bank of India9.1%
5.Infosys Ltd6.52%
20 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.