Nippon Ind Nifty 500 Momt 50 IdxRgGr
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1–7 yearsInvestment Horizon
HNI,MATarget Segments
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation22.0%
Sharpe Ratio0.05
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Laurus Labs LtdServices6.16%
Multi Commodity Exchange of India LtdFinancial Services5.85%
Shriram Finance LtdFinancial Services4.86%
Hindalco Industries LtdCapital Goods4.86%
Adani Power LtdUtilities4.47%
Cummins India LtdCapital Goods4.32%
GE Vernova T&D India LtdCapital Goods4.19%
BSE LtdFinancial Services4.01%
The Federal Bank LtdFinancial Services3.54%
Bharat Heavy Electricals LtdCapital Goods3.43%
Fund House Management
The asset management company’s track record, AUM scale, and fund manager credentials.
Fund Manager Track Record
JT
Jitendra Tolani
Mr. Jitendra Tolani has experience of 21 years. Manages 84 funds at Nippon Life India Asset Management Ltd with an AUM of approximately ₹1,051 Cr
21 years
Combined Team Experience
₹ 1,051 Cr
Assets Under Management
Firm Overview
Total AUM₹6,44,104.16 Cr
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.4%
Regulatory & Tax Information
INF204KC1DD2
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)