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

Nippon India · Index Funds
High
₹24.95
Current NAV
27 Oct 2026
-3.2%
1Y Return
15.6%
3Y CAGR
10.1%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • 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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