Nippon India Nifty Next 50 Junior BeES FoF - Regular Plan

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Value Research Rating

4 star

Analyst’s Choice

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Riskometer

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Very High

₹26.3063 -2.31%

As on 19-Jul-2024

Returns

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Calculate SIP Returns of Nippon India Nifty Next 50 Junior BeES FoF - Regular Plan

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 Nifty Next 50 Junior BeES FoF - Regular Plan

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

Other details of Nippon India Nifty Next 50 Junior BeES FoF - Regular Plan

Assets info

₹440 Cr

Exit Load (Days) info

--

Min. Investment (₹)

100

Min. Withdrawal (₹)

100

Min. SIP Investment (₹)

100

Min. No of Cheques

60

Investment Strategy

The Scheme seeks to provide returns that closely correspond to returns provided by Reliance ETF Junior BeES by investing in units of Reliance ETF Junior BeES.

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 investment is made on or after 1 April 2023: Entire amount of gain is added to the investors' income and taxed according to the applicable slab rate.
  • 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.

FAQ for Nippon India Nifty Next 50 Junior BeES FoF - Regular Plan

Nippon India Nifty Next 50 Junior BeES FoF - Regular Plan is mandated to invest at least 80 per cent of its assets in large-cap stocks at all times. Being a fund of funds, it invests its assets in a set of mutual fund schemes instead of the underlying securities directly.

Mutual funds can be bought directly from the website of the fund house. For instance, Nippon India Nifty Next 50 Junior BeES FoF - Regular Plan 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 Nifty Next 50 Junior BeES FoF - Regular Plan is ₹26.3063 as of 22-Jul-2024.

The AUM of Nippon India Nifty Next 50 Junior BeES FoF - Regular Plan Fund is ₹440 Cr as of 30-Jun-2024

The riskometer level of Nippon India Nifty Next 50 Junior BeES FoF - Regular Plan is Very High. See More

As of 30-Jun-2024, Nippon India Nifty Next 50 Junior BeES FoF - Regular Plan had invested 99.62% in Equity, 0.38% in Cash & Cash Eq. and 0% in Debt See More

Nippon India Nifty Next 50 Junior BeES FoF - Regular Plan is 5 years 4 months old. It has delivered 19.74% returns since inception. See More

1Y
3Y
5Y
7Y
10Y
Since Inception
61.11%
22.68%
22.00%
--
--
19.74%

No, There is no lock in period in Nippon India Nifty Next 50 Junior BeES FoF - Regular Plan.

The expense ratio of Nippon India Nifty Next 50 Junior BeES FoF - Regular Plan is 0.29.

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