Nippon India Nifty Next 50 Junior BeES FoF Direct Growth

Equity
Large Cap
Moderately High Risk
21.85%
3Y annualised
+0.09% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 08 Jul 2025₹25.75
Min. SIP amount₹100
Rating2
Fund size₹576.73Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (1)

NameSectorInstrumentAssets
NAMutual Fund99.91%

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Returns and rankings

Category: Equity Large Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-6.2%21.9%21.7%16.1%
Category average2.8%18.6%20.5%NA
Rank with in category891414NA
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Peer Comparison

Equity, Large Cap fundsRating1Y3YFund Size(Cr)
5
5.3%24.3%41,750.19
5
9.1%22.3%6,036.43
5
6.8%22.3%69,762.55
5
3.0%20.6%37,715.69
4
7.7%20.3%16,026.59

Expense ratio, exit load and tax

Expense ratio: 0.12%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

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Check past data

Fund management

Himanshu Mange
Dec 2023 - Present
View details

Fund house & investment objective

Fund house contact details

Address
4th Floor, Tower A, Peninsula Business Park,Ganapatrao Kadam Marg, Lower Parel (W), Mumbai 400013
Phone
NA
Launch Date
30 Jun 1995
E-mail
NA
Website
Nippon India Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

Pros and cons

Category: Equity Large Cap

Pros

Exit load is zero
Lower expense ratio: 0.12%
3Y and 5Y annualised returns higher than category average

Cons

1Y annualised returns lower than category average by 8.97%
Low rating: 2

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