Fund Overview
Fund

Nippon India Nifty 500 Equal Weight Index Fund

Underlying Index: Nifty500 Equal WeightISIN: INF204KC1DA8

9.692.07% (1Y)
End of Day NAV as on Jul 24, 2026
7.98.599.510.1Dec 2025Mar 2026Jul 2026

Fundamentals

Asset TypeEquity
Underlying Index TypeStrategy Index
No. of Companies500
Market Cap FocusMulti / Flexi Cap
P/E43.31
P/B6.73
Div Yield0.93%
Std Deviation (1 yr)1.00%

Fund Parameters

AUM (Cr)475
Base Expense Ratio0.30%
Tracking Error0.12%
All-In-Cost0.42%
Inception Date10 Sept 2024
Scheme Plan - Option - TypeDirect Plan - Growth - Open ended scheme
Native Score

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Sectoral Allocation

Fund Holdings

Market Cap Classification

Advanced Ratios

Alpha-0.01
Beta0.99
Sharpe Ratio-0.00
Sortino Ratio-0.00
Treynor Ratio-0.00
Information Ratio-0.08
Upside Capture97.07%
Downside Capture99.91%

Index Methodology

Factor BasisEqual Weight
UniverseNifty 500
WeightageEqually Weighted; Individual Weight - 1/N
Stocks IncludedAll stocks from the Nifty 500 are included
ExclusionsConstituents moving out of the Nifty 500

Fund • Last updated: 7/26/2026