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Nippon India Nifty 500 Low Volatility 50 Index Fund - Regular 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 0.95% 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.
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 |
|---|
| 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% |
| MARICO LIMITED | Consumer Defensive | 1.93% |
| TORRENT PHARMACEUTICALS LIMITED | Healthcare | 1.93% |
| HERO MOTOCORP LIMITED | Consumer Cyclical | 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.
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.