36
Index — Factor / Smart BetaAvoid
Nippon India Nifty 50 Value 20 Index
Nippon India · Direct–Growth · rank #41 of 55 by Smart Score
Data updated
Trailing returns
1 Year
-5.5%
-8.2% vs index
3 Years
6.2%
-5.2% vs index
5 Years
7.6%
-2.7% vs index
Since launch
11.0%
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%-8.5% vs index
Why this score
Nippon India Nifty 50 Value 20 Index scores 36/100 — #41 of 55 Index — Factor / Smart Beta fund (Avoid). It stands out for fund size and volatility — beating 88% 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 return6.24% · 3rd percentile in category
5Y return7.56% · 25th percentile in category
Fund size841.94 Cr · 88th percentile in category
1Y return-5.52% · 1st percentile in category
Volatility13.19 · 67th percentile in category
Alpha-5.38 · 30th percentile in category
Top holdings
1.HDFC Bank Ltd14.17%
2.ICICI Bank Ltd12.77%
3.Reliance Industries Ltd12.49%
4.State Bank of India9.94%
5.Infosys Ltd6.56%
20 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.