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Nippon India ETF Nifty 50 Value 20

Nippon India · Index Funds
High
₹141.36
Current NAV
25 Jun 2026
29.2%
1Y Return
13.2%
3Y CAGR
19.2%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Very large asset base (AUM: ₹18,470 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Index Funds mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.32%) which can affect compounding over long horizons.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Investors seeking exposure to stable, blue-chip market leaders.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.92
Sharpe Ratio
1.12
Beta
0.92
Alpha
1.12
Sortino
Fund Details
Fund House Nippon India
Category Index Funds
AUM ₹18470 Cr
Expense Ratio 2.32%
Min SIP ₹500
Min Lumpsum ₹1000
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