Index — Factor / Smart BetaAvoid

Nippon India Nifty 500 Momentum 50 Index

Nippon India · Direct–Growth · rank #42 of 55 by Smart Score

Data updated 22 Jul 2026

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Trailing returns

vs Nifty 500 (index-fund proxy)

1 Year

1.2%

+0.4% vs index

3 Years

—

5 Years

—

Since launch

-9.3%

Year-by-year performance

last entry = YTD

2025

-8.3%-15.9% vs index

2026

+2.6%+4.3% vs index

Why this score

Nippon India Nifty 500 Momentum 50 Index scores 37/100 — #42 of 55 Index — Factor / Smart Beta fund (Avoid). It stands out for expense ratio and fund size — beating 88% of peers on expense ratio. The main drag is its sharpe ratio (better than only 7% of peers).

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

Sharpe ratio-0.76 · 7th percentile in category

Volatility20.95 · 12th percentile in category

Expense ratio0.29% · 88th percentile in category

Fund size1254.80 Cr · 92nd percentile in category

Sortino ratio-1.01 · 8th percentile in category

Alpha-7.01 · 15th percentile in category

Other Index — Factor / Smart Beta funds

Motilal Oswal BSE Enhanced Value Index

3Y 26.3%

HDFC BSE India SecTor Leaders Index

3Y —

UTI Nifty 500 Value 50 Index

3Y 26.8%

Axis Nifty 500 Value 50 Index

3Y —