Nippon India Nifty 500 Momentum 50 Index Fund Regular-growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -1.80%
Fund NAV

Fund Overview of Nippon India Nifty 500 Momentum 50 Index Fund Regular-growth

  • ₹947.2 Cr
    AUM
  • ₹8.32
    NAV
  • 0.87%
    Expense Ratio
  • Equity
    Fund Category
As on Wed Oct 15, 2025

Returns of Nippon India Nifty 500 Momentum 50 Index Fund Regular-growth

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -1.80% NA 3.06%
6 Months 18.09% NA 12.13%
1 Year -18.13% -18.13% 0.23%
As on Wed Oct 15, 2025

Asset Allocation

equities

99.91%

debt instruments

0.00%

other assets or cash equivalents

0.09%
Large Cap: 48.74%
Mid Cap: 39.05%
Small Cap: 12.21%
Other: 0.00%
Top Holdings
Bajaj Finance Ltd
5.76%
Bajaj Finance Ltd
5.76%
Bajaj Finserv Ltd
5.33%
Bajaj Finserv Ltd
5.33%
Interglobe Aviation Ltd
5.46%
 
Top Sectors
Financial
135.09%
Healthcare
43.43%
Industrials
41.92%
Materials
38.80%
Technology
26.10%
Detailed Portfolio Analysis
As on Wed Oct 15, 2025
Invest Now

About Fund

About Nippon India Nifty 500 Momentum 50 Index Fund Regular-growth

Nippon India Nifty 500 Momentum 50 Index Fund Regular-growth is one Equity mutual fund offered by Nippon India Mutual Fund. Launched on 30 Sep 2024, the fund aims Long Term Capital Growth. Investments in equity and equity related securities and portfolio replicating the composition of the Nifty 500 Momentum 50 Index, subject to tracking errors. It manages assets worth ₹947.2 crore as on Thu Jul 31, 2025. The expense ratio stands at 0.87%.
The portfolio allocation consists of 99.91% in equities, 0.00% in debt instruments, 0.09% in other assets or cash equivalents. Managed by Jitendra Tolani, it has delivered a return of -18.13% in the last year, a total return since inception of -17.67%.

Read more
  • Jitendra Tolani

    Fund Manager

  • MBA (FINANCE)

    Manager Education

Fund Details

Fund Names Nippon India Nifty 500 Momentum 50 Index Fund Regular-growth
Inception Date 30 Sep 2024
Lock In No Lock-in
SIP Minimum Investment amount ₹ 100
SWP Minimum Investment amount ₹ 500
STP Minimum Investment amount ₹ 100
 
Risk Principal at very high risk
Category Average Annual Returns 0.23
More Details

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Aditya Birla Sun Life Flexi Cap Fund Direct-growth trend ₹23,127 0.94% 1.42% 1.32% 19.09% 21.23%
Aditya Birla Sun Life Flexi Cap Fund Regular-growth trend ₹23,127 0.87% 1.22% 0.53% 18.13% 20.23%
Aditya Birla Sun Life Focused Fund Direct-growth trend ₹7,731 1.18% 0.52% 0.85% 18.11% 19.99%
Aditya Birla Sun Life Focused Fund Regular-growth trend ₹7,731 1.10% 0.28% -0.07% 17.00% 18.87%
Aditya Birla Sun Life Retirement Fund - The 30s Plan Direct-growth trend ₹411 0.31% 0.87% 2.47% 17.46% 16.46%
Aditya Birla Sun Life Retirement Fund - The 30s Plan Regular-growth trend ₹411 0.20% 0.55% 1.20% 15.91% 14.80%
View More
increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from Nippon India Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Nippon India Focused Fund Direct-growth increase ₹8,599 -0.23% -0.56% 9.69% 0.57% 15.80%
Nippon India Focused Fund-growth increase ₹8,599 -0.29% -0.74% 9.31% -0.12% 15.00%
Nippon India Retirement Fund - Wealth Creation Scheme-growth increase ₹3,218 -0.04% 0.40% 9.43% -2.64% 18.47%
Nippon India Retirement Fund - Wealth Creation Scheme Direct-growth increase ₹3,218 0.04% 0.64% 9.95% -1.72% 19.63%
Nippon India Nifty 500 Momentum 50 Index Fund Direct-growth increase ₹947 2.96% 0.08% 13.17% -16.93% -
Nippon India Nifty 500 Quality 50 Index Fund Direct-growth increase ₹33 -0.94% -3.48% - - -
Nippon India Nifty 500 Quality 50 Index Fund Regular-growth increase ₹33 -0.99% -3.61% - - -
Nippon India Nifty 500 Low Volatility 50 Index Fund Regular-growth increase ₹11 0.67% 3.66% - - -
Nippon India Nifty 500 Low Volatility 50 Index Fund Direct-growth increase ₹11 0.71% 3.80% - - -
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increase growth is based on 1-month returns of the funds

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
Aditya Birla Sun Life Flexi Cap Fund Regular-growth trend ₹23,127 ₹1,821.96 18.13% 20.23% 14.10%
Aditya Birla Sun Life Flexi Cap Fund Direct-growth trend ₹23,127 ₹2,040.04 19.09% 21.23% 15.15%
Aditya Birla Sun Life Focused Fund Direct-growth trend ₹7,731 ₹161.24 18.11% 19.99% 13.84%
Aditya Birla Sun Life Focused Fund Regular-growth trend ₹7,731 ₹142.81 17.00% 18.87% 12.71%
Aditya Birla Sun Life Retirement Fund - The 30s Plan Direct-growth trend ₹411 ₹22.40 17.46% 16.46% -
Aditya Birla Sun Life Retirement Fund - The 30s Plan Regular-growth trend ₹411 ₹20.24 15.91% 14.80% -
View More
Top funds are based on Fund AUM

Detailed Portfolio

Stocks Sector % of Holding Value
Bajaj Finance LtdFinancial5.76%₹56.02 Cr
Bajaj Finance LtdFinancial5.76%₹56.02 Cr
Bajaj Finserv LtdFinancial5.33%₹51.91 Cr
Bajaj Finserv LtdFinancial5.33%₹51.91 Cr
Interglobe Aviation LtdIndustrials5.46%₹51.74 Cr
Interglobe Aviation LtdIndustrials5.31%₹51.64 Cr
Interglobe Aviation LtdIndustrials5.31%₹51.64 Cr
Sbi Life Insurance Company LtdFinancial5.20%₹50.58 Cr
Sbi Life Insurance Company LtdFinancial5.20%₹50.58 Cr
Hdfc Life Insurance Co LtdFinancial5.15%₹50.15 Cr
Hdfc Life Insurance Co LtdFinancial5.15%₹50.15 Cr
Sbi Life Insurance Company LtdFinancial5.21%₹49.31 Cr
Bajaj Finserv LtdFinancial5.05%₹47.80 Cr
Hdfc Life Insurance Co LtdFinancial5.01%₹47.50 Cr
Kotak Mahindra Bank LtdFinancial4.85%₹47.18 Cr
Kotak Mahindra Bank LtdFinancial4.85%₹47.18 Cr
Bajaj Finance LtdFinancial4.95%₹46.88 Cr
Max Healthcare Institute LtdHealthcare4.88%₹46.23 Cr
Divi's Laboratories LtdHealthcare4.77%₹45.18 Cr
Kotak Mahindra Bank LtdFinancial4.69%₹44.43 Cr
Max Healthcare Institute LtdHealthcare4.48%₹43.61 Cr
Max Healthcare Institute LtdHealthcare4.48%₹43.61 Cr
Bse LtdFinancial4.54%₹42.96 Cr
Divi's Laboratories LtdHealthcare4.22%₹41.09 Cr
Divi's Laboratories LtdHealthcare4.22%₹41.09 Cr
Cholamandalam Investment & Finance Company LtdFinancial4.02%₹39.12 Cr
Cholamandalam Investment & Finance Company LtdFinancial4.02%₹39.12 Cr
Bse LtdFinancial3.91%₹38.07 Cr
Bse LtdFinancial3.91%₹38.07 Cr
Max Financial Services LtdFinancial3.80%₹37.02 Cr
Max Financial Services LtdFinancial3.80%₹37.02 Cr
Max Financial Services LtdFinancial3.53%₹33.45 Cr
Cholamandalam Investment & Finance Company LtdFinancial3.51%₹33.24 Cr
Solar Industries India LtdMaterials2.95%₹27.97 Cr
Solar Industries India LtdMaterials2.84%₹27.64 Cr
Solar Industries India LtdMaterials2.84%₹27.64 Cr
Coforge LtdTechnology2.90%₹27.45 Cr
Coforge LtdTechnology2.71%₹26.34 Cr
Coforge LtdTechnology2.71%₹26.34 Cr
Coromandel International LtdMaterials2.66%₹25.17 Cr
Srf LtdMaterials2.65%₹25.08 Cr
Fortis Healthcare LtdHealthcare2.55%₹24.80 Cr
Fortis Healthcare LtdHealthcare2.55%₹24.80 Cr
Srf LtdMaterials2.52%₹24.56 Cr
Srf LtdMaterials2.52%₹24.56 Cr
One 97 Communications LtdIndustrials2.49%₹24.24 Cr
One 97 Communications LtdIndustrials2.49%₹24.24 Cr
Persistent Systems LtdTechnology2.43%₹23.01 Cr
Persistent Systems LtdTechnology2.33%₹22.67 Cr
Persistent Systems LtdTechnology2.33%₹22.67 Cr
One 97 Communications LtdIndustrials2.35%₹22.29 Cr
Coromandel International LtdMaterials2.28%₹22.17 Cr
Coromandel International LtdMaterials2.28%₹22.17 Cr
Multi Commodity Exchange Of India LtdFinancial2.28%₹22.15 Cr
Multi Commodity Exchange Of India LtdFinancial2.28%₹22.15 Cr
Fortis Healthcare LtdHealthcare2.20%₹20.80 Cr
Multi Commodity Exchange Of India LtdFinancial2.19%₹20.73 Cr
Sbi Cards & Payments Services LtdFinancial2.08%₹20.26 Cr
Sbi Cards & Payments Services LtdFinancial2.08%₹20.26 Cr
Hitachi Energy India LtdIndustrials1.87%₹17.74 Cr
Sbi Cards & Payments Services LtdFinancial1.87%₹17.69 Cr
Muthoot Finance LtdFinancial1.74%₹16.91 Cr
Muthoot Finance LtdFinancial1.74%₹16.91 Cr
Hitachi Energy India LtdIndustrials1.72%₹16.76 Cr
Hitachi Energy India LtdIndustrials1.72%₹16.76 Cr
Mazagon Dock Shipbuilders LtdIndustrials1.54%₹15.02 Cr
Mazagon Dock Shipbuilders LtdIndustrials1.54%₹15.02 Cr
Lloyds Metals And Energy LtdMaterials1.54%₹14.60 Cr
Mazagon Dock Shipbuilders LtdIndustrials1.51%₹14.30 Cr
Muthoot Finance LtdFinancial1.44%₹13.62 Cr
Lloyds Metals And Energy LtdMaterials1.29%₹12.53 Cr
Lloyds Metals And Energy LtdMaterials1.29%₹12.53 Cr
Reliance Power LtdEnergy & Utilities1.20%₹11.34 Cr
Radico Khaitan LtdConsumer Staples1.15%₹11.23 Cr
Radico Khaitan LtdConsumer Staples1.15%₹11.23 Cr
Manappuram Finance LtdFinancial1.14%₹11.12 Cr
Manappuram Finance LtdFinancial1.14%₹11.12 Cr
Bharat Dynamics LtdIndustrials1.09%₹10.30 Cr
Radico Khaitan LtdConsumer Staples1.06%₹10.08 Cr
Reliance Power LtdEnergy & Utilities1.03%₹10.05 Cr
Reliance Power LtdEnergy & Utilities1.03%₹10.05 Cr
Bharat Dynamics LtdIndustrials1.03%₹10.02 Cr
Bharat Dynamics LtdIndustrials1.03%₹10.02 Cr
Narayana Hrudayalaya LtdHealthcare1.05%₹9.97 Cr
Godfrey Phillips India LtdConsumer Staples1.02%₹9.88 Cr
Godfrey Phillips India LtdConsumer Staples1.02%₹9.88 Cr
Narayana Hrudayalaya LtdHealthcare0.98%₹9.54 Cr
Narayana Hrudayalaya LtdHealthcare0.98%₹9.54 Cr
Manappuram Finance LtdFinancial1.00%₹9.51 Cr
Navin Fluorine International LtdMaterials0.97%₹9.22 Cr
Bharti Hexacom Ltd.Technology0.96%₹9.12 Cr
Navin Fluorine International LtdMaterials0.91%₹8.90 Cr
Navin Fluorine International LtdMaterials0.91%₹8.90 Cr
Redington LtdTechnology0.89%₹8.64 Cr
Redington LtdTechnology0.89%₹8.64 Cr
Bharti Hexacom Ltd.Technology0.89%₹8.63 Cr
Bharti Hexacom Ltd.Technology0.89%₹8.63 Cr
Godfrey Phillips India LtdConsumer Staples0.89%₹8.41 Cr
Aster Dm Healthcare LtdHealthcare0.83%₹8.12 Cr
Aster Dm Healthcare LtdHealthcare0.83%₹8.12 Cr
Kaynes Technology India LtdTechnology0.83%₹8.05 Cr
Kaynes Technology India LtdTechnology0.83%₹8.05 Cr
Berger Paints India LtdMaterials0.84%₹7.96 Cr
Pg Electroplast LtdIndustrials0.84%₹7.95 Cr
Amber Enterprises India LtdConsumer Discretionary0.81%₹7.87 Cr
Amber Enterprises India LtdConsumer Discretionary0.81%₹7.87 Cr
Berger Paints India LtdMaterials0.79%₹7.65 Cr
Berger Paints India LtdMaterials0.79%₹7.65 Cr
Aster Dm Healthcare LtdHealthcare0.78%₹7.43 Cr
Amber Enterprises India LtdConsumer Discretionary0.78%₹7.35 Cr
Redington LtdTechnology0.76%₹7.24 Cr
Deepak Fertilisers & Petrochemicals Corporation LtdMaterials0.76%₹7.23 Cr
Deepak Fertilisers & Petrochemicals Corporation LtdMaterials0.74%₹7.16 Cr
Deepak Fertilisers & Petrochemicals Corporation LtdMaterials0.74%₹7.16 Cr
Welspun Corp LtdMaterials0.72%₹6.82 Cr
Glaxosmithkline Pharmaceuticals LtdHealthcare0.72%₹6.80 Cr
Kaynes Technology India LtdTechnology0.71%₹6.68 Cr
Welspun Corp LtdMaterials0.68%₹6.63 Cr
Welspun Corp LtdMaterials0.68%₹6.63 Cr
RepoUnspecified0.67%₹6.52 Cr
RepoUnspecified0.67%₹6.52 Cr
Glaxosmithkline Pharmaceuticals LtdHealthcare0.62%₹6.03 Cr
Glaxosmithkline Pharmaceuticals LtdHealthcare0.62%₹6.03 Cr
Intellect Design Arena LtdTechnology0.62%₹6.00 Cr
Intellect Design Arena LtdTechnology0.62%₹6.00 Cr
Garden Reach Shipbuilders & Engineers LtdIndustrials0.61%₹5.98 Cr
Garden Reach Shipbuilders & Engineers LtdIndustrials0.61%₹5.98 Cr
Intellect Design Arena LtdTechnology0.63%₹5.97 Cr
Garden Reach Shipbuilders & Engineers LtdIndustrials0.62%₹5.86 Cr
Eris Lifesciences LtdHealthcare0.59%₹5.60 Cr
Firstsource Solutions LtdIndustrials0.57%₹5.56 Cr
Firstsource Solutions LtdIndustrials0.57%₹5.56 Cr
Firstsource Solutions LtdIndustrials0.58%₹5.48 Cr
Ptc Industries LtdMaterials0.55%₹5.31 Cr
Ptc Industries LtdMaterials0.55%₹5.31 Cr
Eris Lifesciences LtdHealthcare0.54%₹5.21 Cr
Eris Lifesciences LtdHealthcare0.54%₹5.21 Cr
Home First Finance Company India LtdFinancial0.53%₹5.21 Cr
Home First Finance Company India LtdFinancial0.53%₹5.21 Cr
Pg Electroplast LtdIndustrials0.53%₹5.19 Cr
Pg Electroplast LtdIndustrials0.53%₹5.19 Cr
Home First Finance Company India LtdFinancial0.52%₹4.92 Cr
Ptc Industries LtdMaterials0.51%₹4.84 Cr
Ceat LtdConsumer Discretionary0.46%₹4.51 Cr
Ceat LtdConsumer Discretionary0.46%₹4.51 Cr
Ceat LtdConsumer Discretionary0.44%₹4.19 Cr
Lt Foods LtdConsumer Staples0.44%₹4.14 Cr
Zen Technologies LtdTechnology0.39%₹3.84 Cr
Zen Technologies LtdTechnology0.39%₹3.84 Cr
Zen Technologies LtdTechnology0.39%₹3.72 Cr
Lt Foods LtdConsumer Staples0.37%₹3.64 Cr
Lt Foods LtdConsumer Staples0.37%₹3.64 Cr
RepoUnspecified0.27%₹2.57 Cr
Others Mrgn MoneyUnspecified0.00%₹0.04 Cr
Others Mrgn MoneyUnspecified0.00%₹0.04 Cr
Others Mrgn MoneyUnspecified0.00%₹0.02 Cr
Net PayablesUnspecified-0.28%₹-2.65 Cr
Net PayablesUnspecified-0.58%₹-5.73 Cr
Net PayablesUnspecified-0.58%₹-5.73 Cr
View More

Top Equity Funds

increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Nippon India Nifty 500 Momentum 50 Index Fund Regular-growth

What is the current AUM of Nippon India Nifty 500 Momentum 50 Index Fund Regular-growth?

As of Thu Jul 31, 2025, Nippon India Nifty 500 Momentum 50 Index Fund Regular-growth manages assets worth ₹947.2 crore

How has Nippon India Nifty 500 Momentum 50 Index Fund Regular-growth performed recently?

  • 3 Months: -1.80%
  • 6 Months: 18.09%

What is the portfolio composition of Nippon India Nifty 500 Momentum 50 Index Fund Regular-growth?

Equity: 99.91%, Debt: 0.00%, Others: 0.09%.

Who manages Nippon India Nifty 500 Momentum 50 Index Fund Regular-growth?

Nippon India Nifty 500 Momentum 50 Index Fund Regular-growth is managed by Jitendra Tolani from Nippon India Mutual Fund.

What is the market-cap allocation of Nippon India Nifty 500 Momentum 50 Index Fund Regular-growth?

Large Cap: 48.74%, Mid Cap: 39.05%, Small Cap: 12.21%.

Which are the top companies Nippon India Nifty 500 Momentum 50 Index Fund Regular-growth has invested in?

  • Bajaj Finance Ltd – 5.76% of the fund's portfolio
  • Bajaj Finance Ltd – 5.76% of the fund's portfolio
  • Bajaj Finserv Ltd – 5.33% of the fund's portfolio
  • Bajaj Finserv Ltd – 5.33% of the fund's portfolio
  • Interglobe Aviation Ltd – 5.46% of the fund's portfolio

Which are the major sectors Nippon India Nifty 500 Momentum 50 Index Fund Regular-growth focuses on?

  • Financial – 135.09% of the fund's portfolio
  • Healthcare – 43.43% of the fund's portfolio
  • Industrials – 41.92% of the fund's portfolio
  • Materials – 38.80% of the fund's portfolio
  • Technology – 26.10% of the fund's portfolio
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Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2025 policybazaar.com. All Rights Reserved

^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.

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