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Nippon India Nifty 500 Low Volatility 50 Index Fund
Fund Overview
| Expense ratio | 0.35% as on Aug 31, 2025 |
| Exit load | 0% |
| AUM (Fund size) | ₹11 Cr |
| Lock-in Period | Nil |
| Age | 5 m since Apr 16, 2025 |
| Benchmark | Nifty 500 Low Volatility 50 TRI |
| Min. investment | SIP: ₹1000 & Lumpsum: ₹1000 |
| Risk | Very High |
| Short term capital gains (STCG) | Returns taxed at 20% if you redeem before 1 year |
| Long term capital gains (LTCG) | After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5% |
Peer Comparison
| Fund Name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| Nippon India Nifty 500 Low Volatility 50 Index Fund | 1.29% | N.A. | N.A. | N.A. | N.A. | N.A. |
| Mirae Asset Diversified Equity Allocator Passive FoF | 1.14% | 6.88% | -5.42% | 16.49% | 19.83% | 9.44% |
| Motilal Oswal BSE Enhanced Value Index Fund | 4.48% | 8.68% | -7.22% | 36.51% | 19.13% | 9.15% |
| Zerodha Nifty Large Midcap 250 Index Fund | 1.13% | 8.09% | -4.92% | 10.84% | 6.37% | 3.14% |
| Motilal Oswal BSE Quality Index Fund | 0.89% | 8.8% | -11.94% | 18.46% | 10.57% | 5.15% |
| UTI Nifty200 Momentum 30 Index Fund | 0.61% | 6.06% | -20.18% | 17.16% | 15.77% | 7.6% |
| Fund Name | Std. deviation | Beta | Sharpe | Sortino |
|---|---|---|---|---|
| Nippon India Nifty 500 Low Volatility 50 Index Fund | N.A. | N.A. | N.A. | N.A. |
| Mirae Asset Diversified Equity Allocator Passive FoF | 12.95 | 1.02 | 0.60 | 0.93 |
| Motilal Oswal BSE Enhanced Value Index Fund | 19.96 | 1.26 | 1.17 | 2.10 |
| Zerodha Nifty Large Midcap 250 Index Fund | N.A. | N.A. | N.A. | N.A. |
| Motilal Oswal BSE Quality Index Fund | 15.94 | 1.09 | 0.69 | 1.08 |
| UTI Nifty200 Momentum 30 Index Fund | 17.84 | 1.23 | 0.56 | 0.81 |
| Fund Name | AUM | Fund Age | Expense Ratio |
|---|---|---|---|
| Nippon India Nifty 500 Low Volatility 50 Index Fund | 11 Cr | 5 m | 0.35% |
| Mirae Asset Diversified Equity Allocator Passive FoF | 890 Cr | 5 yrs | 0.05% |
| Motilal Oswal BSE Enhanced Value Index Fund | 790 Cr | 3 yrs 2 m | 0.41% |
| Zerodha Nifty Large Midcap 250 Index Fund | 1,058 Cr | 1 yrs 11 m | 0.27% |
| Motilal Oswal BSE Quality Index Fund | 56 Cr | 3 yrs 2 m | 0.38% |
| UTI Nifty200 Momentum 30 Index Fund | 8,131 Cr | 4 yrs 7 m | 0.45% |