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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 20268.5675
CategoryIndex Fund
PlanDirect · 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 document0.76%
AUM₹4.88 Cr
Growth of ₹10,000₹8,5351 Oct 2024 to 2 Sep 2026
₹10,025₹9,234₹8,443₹7,652₹6,862Oct 2024Mar 2025Sep 2025Mar 2026Sep 2026
₹8,535 (-7.9% a year) Nippon India Nifty 500 Momentum 50 Index Fund

Performance (trailing, annualised)

1Y annualised7.87%

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 ₹1,27,10711.12%

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

Calendar years

Calendar 2025-8.28%

Rolling returns

Rolling 1Y · average47 windows since 7 Oct 2025-0.49%
Rolling 1Y · median0.39%
Rolling 1Y · worst window-18.03%
Rolling 1Y · best window12.99%
Rolling 1Y · windows positive53%

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)15.28%
Maximum drawdown-31.67%

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.

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