FundLens
36
Index — Factor / Smart BetaAvoid

Nippon India Nifty 500 Momentum 50 Index

Nippon India · Direct–Growth · rank #39 of 55 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
4.2%
+6.3% vs index
3 Years
5 Years
Since launch
-7.8%

Year-by-year performance

last entry = YTD
2025
-8.3%
2026
+4.3%

Why this score

Nippon India Nifty 500 Momentum 50 Index scores 36/100 — #39 of 55 Index — Factor / Smart Beta fund (Avoid). It stands out for fund size and 1y return — beating 94% of peers on fund size. The main drag is its sharpe ratio (better than only 16% of peers).

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

Sharpe ratio-0.70 · 16th percentile in category
Volatility20.52 · 9th percentile in category
Fund size1326.49 Cr · 94th percentile in category
Sortino ratio-0.94 · 16th percentile in category
1Y return4.18% · 85th percentile in category
Expense ratio0.76% · 35th percentile in category

Top holdings

top 5 = 25.9% of portfolio
1.Multi Commodity Exchange Of India Ltd5.71%
2.Laurus Labs Ltd5.64%
3.Shriram Transport Finance Company Ltd5.2%
4.Hindalco Industries Ltd4.96%
5.Cummins India Ltd4.38%

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

Other Index — Factor / Smart Beta funds