Nippon India ETF Nifty Next 50 Junior BeES

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Value Research Rating

Unrated

Analyst’s Choice

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Riskometer

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Very High

₹514.8686 0.97%

As on 01-Dec-2023

Investment Strategy

The scheme aims to provide returns that closely correspond to the returns of securities as represented by the Nifty Next 50 Index, subject to tracking error. It will invest at least 90% of its total assets in the stocks of its corresponding underlying index.

Returns

This fund's returns are currently better than the category average.

This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following
a conservative investment strategy. Last updated 2 days ago. Learn More

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Calculate SIP Returns of Nippon India ETF Nifty Next 50 Junior 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.

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.

Portfolio of Nippon India ETF Nifty Next 50 Junior BeES

This fund's portfolio is largely conservative

This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following a
conservative investment strategy. Last updated 2 days ago.Learn More

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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Taxation

Capital Gains Taxation

  • If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1 lakh in a financial year are exempt from tax. Gains over Rs 1 lakh are taxed at the rate of 10%.
  • 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 15%.
  • No tax is to be paid as long as you continue to hold the units.

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. 5,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.

Peer Comparison

This fund compares better than its peers in most aspects.

Other details of Nippon India ETF Nifty Next 50 Junior BeES

Assets info

₹3,208 Cr

Exit Load (Days) info

--

Min. Investment (₹)

10,000

Min. Withdrawal (₹)

100

Min. SIP Investment (₹)

--

Min. No of Cheques

--

FAQ for Nippon India ETF Nifty Next 50 Junior BeES

Nippon India ETF Nifty Next 50 Junior BeES is mandated to invest at least 80 per cent of its assets in large-cap stocks at all times. Being passively managed, it replicates the portfolio of its chosen benchmark index.

Mutual funds can be bought directly from the website of the fund house. For instance, Nippon India ETF Nifty Next 50 Junior BeES fund can be purchased from the website of Nippon India Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.

The NAV of Nippon India ETF Nifty Next 50 Junior BeES is ₹514.8686 as of 04-Dec-2023.

The AUM of Nippon India ETF Nifty Next 50 Junior BeES Fund is ₹3,208 Cr as of 31-Oct-2023

The riskometer level of Nippon India ETF Nifty Next 50 Junior BeES is Very High. See More

As of 31-Oct-2023, Nippon India ETF Nifty Next 50 Junior BeES had invested 99.92% in Equity, 0.08% in Cash & Cash Eq. and 0% in Debt See More

Nippon India ETF Nifty Next 50 Junior BeES is 20 years 9 months old. It has delivered 18.51% returns since inception. See More

1Y
3Y
5Y
7Y
10Y
Since Inception
11.08%
17.07%
12.63%
12.81%
15.31%
18.51%

No, There is no lock in period in Nippon India ETF Nifty Next 50 Junior BeES.

The expense ratio of Nippon India ETF Nifty Next 50 Junior BeES is 0.17.

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