OmniAsset
Get app

OmniAsset › Mutual funds › Nippon India Nifty 500 Momentum 50 Index Fund

Nippon India Nifty 500 Momentum 50 Index Fund

Index Fund fund benchmarked to Nifty 500 Momentum 50 TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 20268.4652
CategoryIndex Fund
PlanRegular · Idcw
Launched11 Sep 2024
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1Nifty 500 Momentum 50 TRI
Expense ratiodirect plan, a year · stated maximum, from the scheme document1.40%
AUM₹4.18 Cr
Growth of ₹10,000₹8,4341 Oct 2024 to 2 Sep 2026
₹10,023₹9,227₹8,431₹7,635₹6,840Oct 2024Mar 2025Sep 2025Mar 2026Sep 2026
₹8,434 (-8.5% a year) Nippon India Nifty 500 Momentum 50 Index Fund

Performance (trailing, annualised)

1Y annualised7.19%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,26,67110.43%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 2025-8.84%

Rolling returns

Rolling 1Y · average47 windows since 7 Oct 2025-1.11%
Rolling 1Y · median-0.24%
Rolling 1Y · worst window-18.53%
Rolling 1Y · best window12.30%
Rolling 1Y · windows positive47%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)20.59%
Downside deviation (3Y)15.30%
Maximum drawdown-31.87%

Management

Fund managerJitendra Tolani
Managing since1 Feb 2025

Related

Source: the OmniAsset signed reference snapshot, as of 3 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

Research this fund and compare it — on your device.

Get OmniAsset on Google Play The mutual fund tracker