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Nippon India Nifty 500 Momentum 50 Index Fund - Direct Plan - IDCW 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 0.28% on assets of ₹1,152Cr. The fund is currently managed by Jitendra Tolani, appointed within the last year.
Lower is better.
This scheme classifies as Large-Value on the 3x3 equity style box, with 97% of its portfolio classified as of 2026-04-30.
| Holding | Sector |
|---|
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.
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.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| Hindalco Industries Limited | Basic Materials | 5.21% |
| Eicher Motors Limited | Consumer Cyclical | 4.81% |
| Shriram Finance Limited | Financial Services | 4.77% |
| Bajaj Finance Limited | Financial Services | 4.71% |
| Bharti Airtel Limited | Communication Services | 4.51% |
| BSE Limited | Financial Services | 4.37% |
| Mahindra & Mahindra Limited | Consumer Cyclical | 4.30% |
| Asian Paints Limited | Basic Materials | 4.22% |
| Maruti Suzuki India Limited | Consumer Cyclical | 4.03% |
| TVS Motor Company Limited | Consumer Cyclical | 3.42% |
| Multi Commodity Exchange of India Limited | Financial Services | 3.40% |
| Hero MotoCorp Limited | Consumer Cyclical | 3.04% |
| InterGlobe Aviation Limited | Industrials | 2.92% |
| Cummins India Limited | Industrials | 2.78% |
| AU Small Finance Bank Limited | Financial Services | 2.70% |
| The Federal Bank Limited | Financial Services | 2.62% |
| Laurus Labs Limited | Healthcare | 2.53% |
| Muthoot Finance Limited | Financial Services | 2.51% |
| GE Vernova T&D India Limited | Industrials | 1.98% |
| Canara Bank | Financial Services | 1.92% |
| L&T Finance Limited | Financial Services | 1.88% |
| Cholamandalam Investment and Finance Company Ltd | Financial Services | 1.79% |
| Fortis Healthcare Limited | Healthcare | 1.77% |
| One 97 Communications Limited | Technology | 1.76% |
| Max Financial Services Limited | Financial Services | 1.63% |
| Sector | Holdings | Weight |
|---|---|---|
| Automobiles | 6 | 20.09% |
| Finance | 10 | 19.41% |
| Banks | 7 | 11.63% |
| Capital Markets | 3 | 8.46% |
| Non - Ferrous Metals | 1 | 5.21% |
| Telecom - Services | 1 | 4.51% |
| Consumer Durables | 1 | 4.22% |
| Pharmaceuticals & Biotechnology | 2 | 3.79% |
| Industrial Products | 3 | 3.35% |
| Electrical Equipment | 2 | 3.30% |
| Transport Services | 1 | 2.92% |
| Healthcare Services | 3 | 2.64% |
| Financial Technology (Fintech) | 1 | 1.76% |
| Insurance | 1 | 1.63% |
| Retailing | 1 | 1.62% |
| Transport Infrastructure | 1 | 1.32% |
| Fertilizers & Agrochemicals | 1 | 1.30% |
| Chemicals & Petrochemicals | 1 | 1.13% |
| Beverages | 1 | 0.85% |
| Auto Components | 1 | 0.39% |
| Industrial Manufacturing | 1 | 0.26% |
| Minerals & Mining | 1 | 0.22% |
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.
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 44.4% 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.
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.