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Nippon India Nifty 500 Equal Weight Index Fund - Direct Plan - Growth Option is an index scheme managed by Nippon India Mutual Fund. It has ranked in the top half of its category for 0 of the last 1 reported years. The total expense ratio is 0.41% on assets of ₹435Cr. The fund is currently managed by Jitendra Tolani, appointed within the last year.
Lower is better.
This scheme classifies as Large-Blend on the 3x3 equity style box, with 77% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
ETF-specific data. Tracking error is the standard-deviation of (ETF return − index return) over the trailing year.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| HFCL LIMITED | Technology | 0.30% |
| Ola Electric Mobility Ltd | Consumer Cyclical | 0.28% |
| GALLANTT ISPAT LIMITED | Industrials | 0.28% |
| WELSPUN CORP LIMITED | Basic Materials | 0.28% |
| ADANI GREEN ENERGY LIMITED | Utilities | 0.26% |
| ORACLE FINANCIAL SERVICES SOFTWARE LIMITED | Technology | 0.26% |
| SCHNEIDER ELECTRIC INFRASTRUCTURE LIMITED | Industrials | 0.25% |
| LLOYDS METALS AND ENERGY LIMITED | Basic Materials | 0.25% |
| BHARAT HEAVY ELECTRICALS LIMITED | Industrials | 0.24% |
| HIMADRI SPECIALITY CHEMICAL LIMITED | Basic Materials | 0.24% |
| PNB HOUSING FINANCE LTD | Financial Services | 0.24% |
| GARDEN REACH SHIPBUILDERS & ENGINEERS LIMITED | Industrials | 0.24% |
| TATA CHEMICALS LIMITED | Basic Materials | 0.24% |
| RELIANCE POWER LIMITED | Utilities | 0.24% |
| BANDHAN BANK LIMITED | Financial Services | 0.24% |
| ENGINEERS INDIA LIMITED | Industrials | 0.24% |
| SUZLON ENERGY LIMITED | Industrials | 0.24% |
| DEEPAK FERTILIZERS AND PETROCHEMICALS CORPORATION LIMITED | Basic Materials | 0.24% |
| Cochin Shipyard Limited | Industrials | 0.24% |
| ALLIED BLENDERS AND DISTILLERS LIMITED | Consumer Defensive | 0.24% |
| HITACHI ENERGY INDIA LIMITED | Industrials | 0.24% |
| Varun Beverages Ltd | Consumer Defensive | 0.23% |
| INOX WIND LIMITED | Industrials | 0.23% |
| Elecon Engineering Company Limited | Industrials | 0.23% |
| BLUE JET HEALTHCARE PRIVATE LIMITED | Healthcare | 0.23% |
| Sector | Holdings | Weight |
|---|---|---|
| Financial Services | 80 | 19.65% |
| Capital Goods | — | 13.13% |
| Healthcare | 45 | 9.57% |
| Automobile and Auto Components | — | 7.41% |
| Consumer Services | — | 5.77% |
| Fast Moving Consumer Goods | — | 5.28% |
| Chemicals | — | 5.27% |
| Information Technology | — | 5.20% |
| Power | — | 3.75% |
| Metals & Mining | — | 3.74% |
Active bets vs the average Index fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -7.92% | -1.04% | 2.18% | 6.08% | 17.57% | 66.5% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 2.6% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Index.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
What an investor SIPping into this fund actually got during named market shocks.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.