Home Funds Nippon India Nifty Next 50 Junior BeES FoF - Growt

Nippon India Nifty Next 50 Junior BeES FoF - Growth Plan - Growth Option

Nippon India · Index Funds
High
₹26.78
Current NAV
25 Jun 2026
30.0%
1Y Return
15.0%
3Y CAGR
20.0%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Generates significant excess returns relative to benchmark index (Alpha: 3.60).
  • Very large asset base (AUM: ₹22,650 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.

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
1.10
Sharpe Ratio
1.00
Beta
3.60
Alpha
1.21
Sortino
Fund Details
Fund House Nippon India
Category Index Funds
AUM ₹22650 Cr
Expense Ratio 1.80%
Min SIP ₹500
Min Lumpsum ₹1000
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