Widely used:
Analyst’s Choice
Nippon India ETF Nifty Next 50 Junior BeES
Value Research Rating
Riskometer
Very High
NAV-IDCW
₹716.0534 -1.05%
As on 30-May-2024
Returns
to
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Risk
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 Next 50 Junior 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
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
|---|---|---|---|---|---|---|
|
Nippon India ETF Nifty Next 50 Junior BeES
|
|
Very High
|
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0.17 |
||
|
|
Very High
|
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0.04 |
|||
|
|
Very High
|
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0.04 |
|||
|
|
Very High
|
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0.05 |
|||
|
|
Very High
|
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0.05 |
Other details of Nippon India ETF Nifty Next 50 Junior BeES
Assets
₹4,262 Cr
Exit Load (Days)
--
Min. Investment (₹)
10,000
Min. Withdrawal (₹)
100
Min. SIP Investment (₹)
--
Min. No of Cheques
--
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.
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 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.
Latest news on Nippon India ETF Nifty Next 50 Junior BeES
Change in Scheme Names of Nippon India Mutual Fund
1 min read•By News Desk
FAQ for Nippon India ETF Nifty Next 50 Junior BeES
What is 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.
How to Invest in Nippon India ETF Nifty Next 50 Junior BeES?
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.
What is the current NAV of Nippon India ETF Nifty Next 50 Junior BeES?
The NAV of Nippon India ETF Nifty Next 50 Junior BeES is ₹716.0534 as of 31-May-2024.
What is the AUM of Nippon India ETF Nifty Next 50 Junior BeES?
The AUM of Nippon India ETF Nifty Next 50 Junior BeES Fund is ₹4,262 Cr as of 30-Apr-2024
What is the Riskometer level of Nippon India ETF Nifty Next 50 Junior BeES?
The riskometer level of Nippon India ETF Nifty Next 50 Junior BeES is Very High. See More
What are the top holdings of Nippon India ETF Nifty Next 50 Junior BeES?
| Company | Percentage of Portfolio |
|---|---|
|
5.00
|
|
|
4.31
|
|
|
3.92
|
|
|
3.80
|
|
|
3.30
|
What is the asset allocation of Nippon India ETF Nifty Next 50 Junior BeES
As of 30-Apr-2024, Nippon India ETF Nifty Next 50 Junior BeES had invested 99.98% in Equity, 0.02% in Cash & Cash Eq. and 0% in Debt See More
How are the returns of Nippon India ETF Nifty Next 50 Junior BeES?
Nippon India ETF Nifty Next 50 Junior BeES is 21 years 3 months old. It has delivered 19.89% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
61.30%
|
22.34%
|
20.24%
|
15.38%
|
16.47%
|
19.89%
|
Is there any lock-in period for Nippon India ETF Nifty Next 50 Junior BeES?
No, There is no lock in period in Nippon India ETF Nifty Next 50 Junior BeES.
What is the expense ratio of 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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