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Nippon India Nifty 500 Low Volatility 50 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 1 of the last 1 reported years. The total expense ratio is 0.35% on assets of ₹33Cr. 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 95% of its portfolio classified as of 2026-05-29.
| 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.
What an investor SIPping into this fund actually got during named market shocks.
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 |
|---|
| COAL INDIA LTD | Energy | 5.43% |
| POWER GRID CORPORATION OF INDIA LIMITED | Utilities | 5.41% |
| BHARTI AIRTEL LIMITED | Communication Services | 4.65% |
| ASIAN PAINTS LIMITED | Basic Materials | 4.62% |
| MARUTI SUZUKI INDIA LIMITED | Consumer Cyclical | 4.16% |
| OIL AND NATURAL GAS CORPORATION LIMITED | Energy | 3.97% |
| BAJAJ AUTO LIMITED | Consumer Cyclical | 3.95% |
| TATA CONSULTANCY SERVICES LIMITED | Technology | 3.91% |
| EICHER MOTORS LIMITED | Consumer Cyclical | 3.53% |
| APOLLO HOSPITALS ENTERPRISE LIMITED | Healthcare | 3.48% |
| BRITANNIA INDUSTRIES LIMITED | Consumer Defensive | 3.39% |
| TECH MAHINDRA LIMITED | Technology | 2.92% |
| HDFC LIFE INSURANCE COMPANY LIMITED | Financial Services | 2.78% |
| THE FEDERAL BANK LIMITED | Financial Services | 2.50% |
| TVS MOTOR COMPANY LIMITED | Consumer Cyclical | 2.22% |
| HERO MOTOCORP LIMITED | Consumer Cyclical | 1.93% |
| MARICO LIMITED | Consumer Defensive | 1.93% |
| TORRENT PHARMACEUTICALS LIMITED | Healthcare | 1.93% |
| INDIAN OIL CORPORATION LIMITED | Energy | 1.73% |
| WIPRO LIMITED | Technology | 1.63% |
| MAX FINANCIAL SERVICES LIMITED | Financial Services | 1.44% |
| UNITED SPIRITS LIMITED | Consumer Defensive | 1.32% |
| ALKEM LABORATORIES LIMITED | Healthcare | 1.26% |
| GODREJ CONSUMER PRODUCTS LIMITED | Consumer Defensive | 1.22% |
| DABUR INDIA LIMITED | Consumer Defensive | 1.17% |
| Sector | Holdings | Weight |
|---|---|---|
| Automobile and Auto Components | — | 18.24% |
| Financial Services | 6 | 15.18% |
| Healthcare | 4 | 12.99% |
| Oil, Gas & Consumable Fuels | — | 11.13% |
| Fast Moving Consumer Goods | — | 10.04% |
| Information Technology | — | 8.71% |
| Power | — | 7.85% |
| Consumer Durables | — | 6.21% |
| Telecommunication | — | 4.65% |
| Construction Materials | — | 2.31% |
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 43.1% 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.
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.