FundLens
51
Index — Factor / Smart BetaHold

Nippon India Nifty 500 Low Volatility 50 Index

Nippon India · Direct–Growth · rank #30 of 55 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
-4.5%
-2.4% vs index
3 Years
5 Years
Since launch
4.3%

Year-by-year performance

last entry = YTD
2026
-5.8%

Why this score

Nippon India Nifty 500 Low Volatility 50 Index scores 51/100 — #30 of 55 Index — Factor / Smart Beta fund (Hold). It stands out for volatility and alpha — beating 95% of peers on volatility. The main drag is its fund size (better than only 17% of peers).

Each bar shows the fund's percentile vs Index — Factor / Smart Beta peers — a longer bar beats more of the category.

Volatility11.41 · 95th percentile in category
Fund size27.32 Cr · 17th percentile in category
Alpha-1.35 · 70th percentile in category
1Y return-4.53% · 32nd percentile in category
Sharpe ratio-0.19 · 44th percentile in category
Sortino ratio-0.27 · 42nd percentile in category

Top holdings

top 5 = 24.9% of portfolio
1.Tata Consultancy Services Ltd5.39%
2.State Bank of India5.16%
3.Sun Pharmaceutical Industries Ltd5.05%
4.NTPC Ltd4.65%
5.Bharti Airtel Ltd4.62%

50 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.

Other Index — Factor / Smart Beta funds