FundLens
52
Index — Factor / Smart BetaHold

Nippon India Nifty 500 Low Volatility 50 Index

Nippon India · Direct–Growth · rank #28 of 55 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
-0.6%
-3.3% vs index
3 Years
5 Years
Since launch
5.6%

Year-by-year performance

last entry = YTD
2026
-4.4%

Why this score

Nippon India Nifty 500 Low Volatility 50 Index scores 52/100 — #28 of 55 Index — Factor / Smart Beta fund (Hold). It stands out for volatility and alpha — beating 95% of peers on volatility. The main drag is its fund size (better than only 17% of peers).

Each bar shows the fund's percentile vs Index — Factor / Smart Beta peers — a longer bar beats more of the category.

Volatility11.47 · 95th percentile in category
Fund size29.37 Cr · 17th percentile in category
Alpha-1.31 · 73rd percentile in category
Sharpe ratio-0.08 · 39th percentile in category
1Y return-0.59% · 28th percentile in category
Sortino ratio-0.11 · 39th percentile in category

Top holdings

top 5 = 23.5% of portfolio
1.Tata Consultancy Services Ltd4.93%
2.Sun Pharmaceutical Industries Ltd4.7%
3.Bharti Airtel Ltd4.67%
4.State Bank of India4.64%
5.NTPC Ltd4.58%

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

Other Index — Factor / Smart Beta funds