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Overview

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Nippon India ETF Nifty Next 50 Junior BeES, managed by Nippon Life India Asset Management Limited, is a passive equity scheme aiming to replicate the Nifty Next 50 TRI performance through direct index investments.

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The fund employs a passive investment strategy, meticulously tracking the Nifty Next 50 TRI by investing in the index's constituent securities proportionately, ensuring alignment with benchmark performance.

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With a fund size of ₹6867.1 Cr, the portfolio exhibits concentration in sectors like Finance and Power, while top holdings include Hindustan Aeronautics Limited and TVS Motor Company Limited, highlighting diversification challenges.

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In terms of performance, the fund has demonstrated robust growth with a 1Y change of +55.1% and a 3Y CAGR of 17.3%, reflecting strong market positioning and effective tracking efficiency.

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Operationally, the fund features a low expense ratio of 0.17% and a minimal tracking error of 0.06%, managed by Himanshu Mange since December 2023, ensuring cost-effective investment access for participants.

AMC

Nippon Life India Asset Management Li...

Manager

Himanshu Mange

Benchmark

Nifty Next 50 TRI

Fund Size

6,867

Expense Ratio (%)

0.17%

Tracking Error (%)

0.06%

PE

20.7

Beta

High Risk

Volatility

0.17

Dividend Yield (%)

1.34%

52W Low

600

52W High

783.66

Standard Deviation

1.068

Risk Level

VERY HIGH

Technicals

Bullish

RSI

67.97

EMA 50

740.13

EMA 200

716.49

Technicals

Oscillators

BearishNeutralBullish

Neutral

Bearish

2

Neutral

8

Bullish

4

Overall

BearishNeutralBullish

Bullish

Bearish

16

Neutral

8

Bullish

22

Moving Averages

BearishNeutralBullish

Bullish

Bearish

14

Neutral

0

Bullish

18

Overall

BearishNeutralBullish

Bullish

Bearish

16

Neutral

8

Bullish

22

Holdings(Top 10 Holdings)

CompanyWeightage (%)
Hindustan Aeronautics Limited3.80%
Divi's Laboratories Limited3.66%
Vedanta Limited3.58%
TVS Motor Company Limited3.53%
Cholamandalam Investment and Finance Company Ltd3.06%
Bharat Petroleum Corporation Limited2.96%
Britannia Industries Limited2.95%
Tata Power Company Limited2.91%
The Indian Hotels Company Limited2.79%
Varun Beverages Limited2.72%

Allocation

Industry
Asset
Industry
No ConstituentsNo Constituents

No data found