35
Index — Factor / Smart BetaAvoid
Nippon India Nifty 50 Value 20 Index
Nippon India · Direct–Growth · rank #41 of 55 by Smart Score
Data updated
Trailing returns
1 Year
-10.8%
-8.7% vs index
3 Years
4.0%
-5.8% vs index
5 Years
6.5%
-3.0% vs index
Since launch
10.3%
Year-by-year performance
2022
+1.2%-2.6% vs index
2023
+29.3%+2.7% vs index
2024
+17.4%+1.7% vs index
2025
+0.6%-7.1% vs index
2026
-13.2%-9.6% vs index
Why this score
Nippon India Nifty 50 Value 20 Index scores 35/100 — #41 of 55 Index — Factor / Smart Beta fund (Avoid). It stands out for fund size and volatility — beating 85% of peers on fund size. The main drag is its 3y return (better than only 3% of peers).
Each bar shows the fund's percentile vs Index — Factor / Smart Beta peers — a longer bar beats more of the category.
3Y return4.05% · 3rd percentile in category
5Y return6.45% · 25th percentile in category
Fund size815.93 Cr · 85th percentile in category
1Y return-10.83% · 1st percentile in category
Alpha-6.26 · 20th percentile in category
Volatility13.23 · 67th percentile in category
Top holdings
1.HDFC Bank Ltd13.59%
2.ICICI Bank Ltd13.09%
3.Reliance Industries Ltd12.34%
4.State Bank of India10.38%
5.Infosys Ltd6.66%
20 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.