FundLens
32
Index — Factor / Smart BetaAvoid

Nippon India Nifty 500 Momentum 50 Index

Nippon India · Direct–Growth · rank #44 of 55 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
7.8%
+5.1% vs index
3 Years
5 Years
Since launch
-7.9%

Year-by-year performance

last entry = YTD
2025
-8.3%
2026
+4.5%

Why this score

Nippon India Nifty 500 Momentum 50 Index scores 32/100 — #44 of 55 Index — Factor / Smart Beta fund (Avoid). It stands out for fund size — beating 92% of peers on fund size. The main drag is its sharpe ratio (better than only 11% 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-0.70 · 11th percentile in category
Volatility20.47 · 11th percentile in category
Fund size1246.90 Cr · 92nd percentile in category
Sortino ratio-0.94 · 11th percentile in category
Expense ratio0.95% · 27th percentile in category
Alpha-5.52 · 27th percentile in category

Top holdings

top 5 = 25.4% of portfolio
1.Laurus Labs Ltd5.6%
2.Shriram Transport Finance Company Ltd5.14%
3.Hindalco Industries Ltd4.99%
4.Cummins India Ltd4.97%
5.Multi Commodity Exchange Of India Ltd4.74%

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

Other Index — Factor / Smart Beta funds