39
Index — Factor / Smart BetaAvoid
Nippon India Nifty 50 Value 20 Index
Nippon India · Direct–Growth · rank #39 of 55 by Smart Score
Data updated
Trailing returns
1 Year
-6.0%
-6.1% vs index
3 Years
7.1%
-4.7% vs index
5 Years
9.5%
-2.4% vs index
Since launch
11.3%
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
-10.4%-7.8% vs index
Why this score
Nippon India Nifty 50 Value 20 Index scores 39/100 — #39 of 55 Index — Factor / Smart Beta fund (Avoid). It stands out for expense ratio and fund size — beating 85% of peers on expense ratio. 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 return7.10% · 3rd percentile in category
5Y return9.47% · 25th percentile in category
Expense ratio0.30% · 85th percentile in category
Fund size860.12 Cr · 88th percentile in category
1Y return-6.04% · 1st percentile in category
Volatility13.25 · 68th percentile in category