Nippon India Nifty 500 Low Volatility 50 Index Fund Review – Nippon India Nifty 500 Low Volatility 50 Index Fund Review Direct NFO Open on 16 April 2025 and Close on 30 April 2025. Nippon India Nifty 500 Low Volatility 50 Index Fund Direct NFO Allotment Date is 07 May 2025, and the NFO Type is Open-Ended. NFO Riskometer is Very High Risk, and the Minimum Investment Amount is ₹1,000. The Minimum SIP Investment Amount is ₹100.
Type of the Scheme
An open-ended scheme replicating/tracking Nifty 500 Low Volatility 50 Index.
Scheme Benchmark: Nifty 500 Low Volatility 50 TRI
Nippon India Nifty 500 Low Volatility 50 Index Fund Scheme Benchmark
| Company | Weightage |
|---|---|
| Bajaj Finance Ltd. | 6.77 |
| Kotak Mahindra Bank Ltd. | 6.39 |
| Bajaj Finserv Ltd. | 5.27 |
| Maruti Suzuki India Ltd. | 5.18 |
| Axis Bank Ltd. | 4.80 |
| Titan Company Ltd. | 4.77 |
| State Bank of India | 4.74 |
| Dr. Reddy's Laboratories Ltd. | 4.03 |
| Apollo Hospitals Enterprise Ltd. | 3.31 |
| Tech Mahindra Ltd. | 3.23 |
Nippon India Nifty 500 Low Volatility 50 Index Fund Important Date
| Scheme Offer | Nippon India Nifty 500 Low Volatility 50 Index Fund |
|---|---|
| Offer Price | Rs. 10/- per Unit |
| Type of Scheme | An open-ended |
| Open Date | 16 April 2025 |
| Close Date | 30 April 2025 |
| Allotment Date | 07 May 2025 |
| Category | Index Fund |
| Min Inv ₹ | ₹1,000 |
| Lock in Period | N/A |
| Risk | Very High |
| Scheme Benchmark | Nifty 500 Low Volatility 50 TRI |
Investment Objective of the Scheme?
The investment objective of the scheme is to provide investment returns that commensurate to the total returns of the securities as represented by the Nifty 500 Low Volatility 50 Index before expenses, subject to tracking errors.
Nippon India Nifty 500 Low Volatility 50 Index Fund Other Details
| Exit Load | N/A |
|---|---|
| Exit Load Details | N/A |
| Entry Load | N/A |
| Stamp Duty | 0.005% |
| Min. Investment | Rs. 1,000 |
| Min. SIP | Rs. 100 |
Nippon India Nifty 500 Low Volatility 50 Index Fund Asset Allocation
| Instruments | Allocation Min | Allocation Max |
|---|---|---|
| Securities constituting Nifty 500 Low Volatility 50 Index | 95% | 100% |
| Cash & cash equivalents and Money Market instruments | 0% | 5% |
Manager Manage the Scheme?
Fund Manger: Mr. Jitendra Tolani
Qualification: MBA (Finance)
Experience: Over 18 years of experience From June 10, 2024 onwards NAM India – Designated as Fund Manager & Dealer – Passives.
Nippon India Nifty 500 Low Volatility 50 Index Fund Sector Representation
| Sector | Weightage |
|---|---|
| Financial Services | 37.36 |
| Healthcare | 16.16 |
| Automobile and Auto Components | 16.14 |
| Fast Moving Consumer Goods | 7.68 |
| Information Technology | 7.39 |
| Consumer Durables | 7.36 |
| Chemicals | 3.03 |
| Construction Materials | 2.96 |
| Textiles | 1.14 |
| Capital Goods | 0.55 |
| Media, Entertainment & Publication | 0.23 |
Nippon India Nifty 500 Low Volatility 50 Index Fund Index Return
| Index Return | QTD | YTD | 1 Year | 5 Years | Since Inception |
|---|---|---|---|---|---|
| Price Return | 0.20 | 0.20 | 8.08 | 23.08 | 16.17 |
| Total Return | 0.26 | 0.26 | 8.94 | 24.69 | 17.95 |
Where Will the Scheme Invest?
- Securities of companies constituting Nifty 500 Low Volatility 50 Index.
- Equity Derivatives of the index itself or its constituent stocks.
- Cash & Cash Equivalents including Government Securities, T-Bills and Repo on Government Securities.
- Money Market Instruments.
- Reverse repo and / or Tri-Party Repo on Government securities or Treasury bills.
- Schemes of Nippon India Mutual Fund and/ or any other mutual fund which invest in the money market securities or Liquid Schemes.
- Unrated debt and money market instruments.
Also Read: Kotak Energy Opportunities Fund Review
Nippon India Nifty 500 Low Volatility 50 Index Fund Registrar
KFIN TECHNOLOGIES LIMITED
Selenium Tower- B, Plot 31-32, Gachibowli, Financial
District, Nanakramguda, Serilingampally, Hyderabad500 032, Telangana, India.
Tel No.: +91 40 6716 2222
Website: Www.Kfintech.Com
Email: Hoacfoods.Ipo@Kfintech.Com
Investor Grievance Email:Einward.Ris@Kfintech.Com
Contact Person: Mr. M Murali Krishna
Nippon India Nifty 500 Low Volatility 50 Index Fund Form Download
People also ask F&Q
Question 1: Is Nippon Mutual Fund good or bad?
Answer 1: Yes, Nippon Mutual Fund is a good choice for investors & Retailer Also.
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