Nippon India Nifty 500 Momentum 50 Index Fund
Open in live screener →Key metrics
Further reading: Median maximum drawdown by fund category, measured across 1,767 funds
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -3.47% | -7.16% | -5.83% | -3.29% | -6.64% | – | – | – | – |
NAV history
About this fund
Nippon India Nifty 500 Momentum 50 Index Fund is a passive index fund/ETF offered by Nippon India Mutual Fund, classified under Index/ETF as Other Scheme - Index Funds. It aims to mirror an index rather than beat it, usually at a lower cost than active funds. Its latest NAV is ₹7.88, with assets under management of about ₹1,177 Cr (April - June 2026).
Further reading: What a category rank actually tells you
Performance analysis
Over the trailing one year, Nippon India Nifty 500 Momentum 50 Index Fund has recorded a return of about -6.6%. Its annualised volatility is 20.5% — relatively large fluctuations — and its Sharpe ratio is -0.64, a measure of return per unit of risk taken. The direct-plan base expense ratio is 0.21%, deducted daily from the NAV.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | -0.22 | 0.41 | -20.63 | 16.07 | 54% | 4% |
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| HDFC NIFTY LargeMidcap 250 Index Fund Other Scheme - Index Funds | -5.57 | -6.84 | -5.49 | -6.83 | – | – | – | – |
| SBI Nifty 500 Index Fund Other Scheme - Index Funds | -4.85 | -6.14 | -5.21 | -8.04 | – | – | – | 0.26 |
| Kotak Nifty Midcap 150 Momentum 50 Index Fund Other Scheme - Index Funds | -7.88 | -6.76 | -6.49 | -6.67 | – | – | – | – |
| Baroda BNP Paribas Nifty200 Momentum 30 Index Fund Other Scheme - Index Funds | -7.54 | -8.36 | -9.43 | -12.59 | – | – | – | 0.37 |
| ICICI Prudential Nifty200 Value 30 Index Fund Other Scheme - Index Funds | -4.90 | -8.29 | -12.40 | 2.32 | – | – | – | 0.32 |
| Tata Nifty Capital Markets Index Fund Other Scheme - Index Funds | -4.15 | -5.00 | -3.17 | 8.94 | – | – | – | 0.39 |
| Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund Other Scheme - Index Funds | -7.68 | -7.51 | -9.48 | -10.91 | – | – | – | 0.33 |
| Bandhan Nifty 500 Value 50 Index Fund Other Scheme - Index Funds | -5.99 | -8.00 | -11.67 | 0.99 | – | – | – | 0.31 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Nippon India ETF BSE Sensex Other Scheme - Other ETFs | -1.69 | -4.35 | -5.95 | -12.31 | 5.01 | 5.02 | 11.30 | 0.03 |
| Nippon India Retirement Fund- Wealth Creation Scheme Solution Oriented Scheme - Retirement Fund | -5.88 | -6.59 | -6.95 | -8.82 | 8.85 | 8.78 | 10.44 | 0.85 |
| Nippon India Retirement Fund- Income Generation Scheme Solution Oriented Scheme - Retirement Fund | -2.34 | -2.79 | -1.04 | -2.31 | 6.33 | 5.77 | 6.82 | 0.83 |
| Nippon India Banking and PSU Debt Fund Debt Scheme - Banking and PSU Fund | -0.47 | -0.03 | 1.92 | 3.64 | 6.91 | 6.10 | 7.09 | – |
| Nippon India ETF Nifty 50 Value 20 Other Scheme - Other ETFs | -1.27 | -4.28 | -9.52 | -11.84 | 4.55 | 6.23 | -10.07 | 0.22 |
| Nippon India US Equity Opportunities Fund Sectoral/Thematic - International | -1.23 | 4.16 | 9.73 | 15.37 | 21.14 | 11.41 | 16.32 | 1.08 |
| Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt Other Scheme - Other ETFs | -2.31 | -2.56 | -0.39 | 0.29 | 6.39 | 5.15 | 5.93 | 0.09 |
| Nippon India ETF Nifty 50 BeES Other Scheme - Other ETFs | -2.73 | -5.22 | -6.16 | -11.28 | 6.29 | 5.80 | – | 0.03 |