Nippon India ETF Nifty 50 Shariah BeES

Value Research Rating

Unrated

Our Opinion

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Riskometer

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Very High

₹504.8332 -1.11%

As on 20-May-2025

Returns

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Calculate SIP Returns of Nippon India ETF Nifty 50 Shariah BeES

Upfront Investment

Monthly SIP Amount

Investment Duration

years

Risk

info

This fund has Very High risk.

Low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

Portfolio of Nippon India ETF Nifty 50 Shariah BeES

Asset Allocation

Split between different types of investments

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Market Cap Weightage

Split between categories of Equity investments

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Peer Comparison

Fund name
Rating
Our Opinion
Risk info
Return (%)
Expense Ratio (%) info
Nippon India ETF Nifty 50 Shariah BeES
Unrated
unlock fund advisor
Very High
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0.96
Unrated
unlock fund advisor
Very High
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0.04
Unrated
unlock fund advisor
Very High
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0.04
Unrated
unlock fund advisor
Very High
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0.05
Unrated
unlock fund advisor
Very High
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0.05

Other details of Nippon India ETF Nifty 50 Shariah BeES

Assets

info

₹35 Cr

Exit Load (Days)

info

--

Min. Investment (₹)

10,000

Min. Withdrawal (₹)

100

Min. SIP Investment (₹)

--

Min. No of Cheques

--

Investment Strategy

The scheme seeks to generate returns that closely correspond to the total returns of the securities as represented by the Nifty Shariah Index by investing upto 90% of its assets in securities which are constituents of CNX Nifty Shariah Index in the same proportion as in the index.

Suitability

"When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns of fixed income options. But be prepared for ups and downs in your investment value along the way.

This is a fund that invests in big companies. Compared to those that invest in smaller companies, such funds tend to fall less when stock prices fall. Therefore, they are more suited to conservative equity investors.

Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.

Warning: Do not invest in this, or any other large-cap fund, if you need to redeem your investment in less than five years.

Capital Gains Taxation

  • If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1.25 lakh in a financial year are exempt from tax. Gains over Rs 1.25 lakh are taxed at the rate of 12.5%.
  • If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 20%.
  • No tax is to be paid as long as you continue to hold the units.

Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.

Dividend Taxation

  • Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs. 10,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.
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FAQ for Nippon India ETF Nifty 50 Shariah BeES

To invest in Nippon India ETF Nifty 50 Shariah BeES you need a demat account and a trading account with a stockbroker, as Exchange Traded Funds (ETFs) are bought and sold on the stock exchange just like shares. You can purchase Nippon India ETF Nifty 50 Shariah BeES directly through your broker’s platform.

The latest declared NAV of Nippon India ETF Nifty 50 Shariah BeES, is ₹504.8332 as of 21-May-2025.

Over the past five years, Nippon India ETF Nifty 50 Shariah BeES has delivered an annualised return of 17.09% as of 21-May-2025.

The minimum investment required to start investing in Nippon India ETF Nifty 50 Shariah BeES is ₹10,000 for the lump sum option and ₹-- for the SIP (Systematic Investment Plan) option.