Fund Overview
Fund

Nippon India Nifty 500 Equal Weight Index Fund

Underlying Index: Nifty500 Equal WeightISIN: INF204KC1DA8

9.863.65% (1Y)
End of Day NAV as on Sep 10, 2026
7.98.59.19.610.2Sep 2025Feb 2026Sep 2026

Fundamentals

Asset TypeEquity
Underlying Index TypeStrategy Index
No. of Companies500
Market Cap FocusMulti / Flexi Cap
P/E42.74
P/B6.53
Div Yield1.02%
Std Deviation (1 yr)1.02%

Fund Parameters

AUM (Cr)506
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

Similar Exchange Traded Funds (ETFs)

No similar exchange traded funds (etfs) available for this index

Similar Index Funds

No similar index funds available for this index

Sectoral Allocation

Total
100%
allocation
  • Finance10.9%
  • Automobile & Ancillaries10.5%
  • Healthcare9.7%
  • Capital Goods6.8%
  • IT6.5%
  • Chemicals5.6%
  • Bank5.2%
  • FMCG4.5%
  • Power3.4%
  • Iron & Steel3.1%
  • Construction Materials2.4%
  • Miscellaneous2.4%
  • Infrastructure2.3%
  • Business Services2.3%
  • Retailing2.2%
  • Realty2.2%
  • Insurance2.2%
  • Consumer Durables2.0%
  • Telecom1.9%
  • Crude Oil1.9%
  • Hospitality1.8%
  • Trading1.4%
  • Non - Ferrous Metals1.4%
  • Logistics1.4%
  • Electricals1.2%
  • Textile1.2%
  • Media & Entertainment0.9%
  • Alcohol0.9%
  • Gas Transmission0.8%
  • Agri0.8%
  • Ship Building0.6%
  • Diversified0.6%
  • Mining0.6%
  • Diamond & Jewellery0.5%
  • Plastic Products0.4%
  • Inds. Gases & Fuels0.4%
  • Ratings0.2%
  • Aviation0.2%
  • Abrasives0.2%
  • Ferro Manganese0.2%
  • Education & Training0.2%

Fund Holdings

NameWeight
Tri-Party Repo (TREPS)2.2%
TVS Motor Company Ltd.0.2%
Mahindra & Mahindra Financial Services Ltd.0.2%
Ramkrishna Forgings Ltd.0.2%
Laurus Labs Ltd.0.2%
HEG Ltd.0.2%
Kaynes Technology India Ltd.0.2%
Kalyan Jewellers India Ltd.0.2%
Gabriel India Ltd.0.2%
HCL Technologies Ltd.0.2%
Sona BLW Precision Forgings Ltd.0.2%
Firstsource Solutions Ltd.0.2%
Karur Vysya Bank Ltd.0.2%
Balkrishna Industries Ltd.0.2%
Redington Ltd.0.2%
Piramal Pharma Ltd.0.2%
Chennai Petroleum Corporation Ltd.0.2%
Bajaj Finance Ltd.0.2%
Bajaj Auto Ltd.0.2%
Manappuram Finance Ltd.0.2%
Indian Energy Exchange Ltd.0.2%
IIFL Finance Ltd.0.2%
Coforge Ltd.0.2%
Lloyds Metals & Energy Ltd.0.2%
Divi's Laboratories Ltd.0.2%
Himadri Speciality Chemical Ltd.0.2%
PVR Inox Ltd.0.2%
Hyundai Motor India Ltd.0.2%
Gujarat Fluorochemicals Ltd.0.2%
Tech Mahindra Ltd.0.2%
Zee Entertainment Enterprises Ltd.0.2%
Action Construction Equipment Ltd.0.2%
RR Kabel Ltd.0.2%
Atul Ltd.0.2%
Hero MotoCorp Ltd.0.2%
Swiggy Ltd.0.2%
Mahindra & Mahindra Ltd.0.2%
Jaiprakash Power Ventures Ltd.0.2%
The Federal Bank Ltd.0.2%
United Spirits Ltd.0.2%
Dr. Lal Pathlabs Ltd.0.2%
Anant Raj Ltd.0.2%
JIO Financial Services Ltd.0.2%
Bajaj Finserv Ltd.0.2%
Lodha Developers Ltd.0.2%
PI Industries Ltd.0.2%
CreditAccess Grameen Ltd.0.2%
Emcure Pharmaceuticals Ltd.0.2%
Mangalore Refinery And Petrochemicals Ltd.0.2%
Persistent Systems Ltd.0.2%
Bajaj Holdings & Investment Ltd.0.2%
Saregama India Ltd.0.2%
L&T Technology Services Ltd.0.2%
Anthem Biosciences Ltd.0.2%
Craftsman Automation Ltd.0.2%
LT Foods Ltd.0.2%
Glaxosmithkline Pharmaceuticals Ltd.0.2%
KPIT Technologies Ltd.0.2%
Eicher Motors Ltd.0.2%
CRISIL Ltd.0.2%
Tata Consultancy Services Ltd.0.2%
eClerx Services Ltd.0.2%
LTM Ltd.0.2%
Punjab National Bank0.2%
Exide Industries Ltd.0.2%
Radico Khaitan Ltd.0.2%
Siemens Ltd.0.2%
Ashok Leyland Ltd.0.2%
Concord Biotech Ltd.0.2%
IDFC First Bank Ltd.0.2%
Astral Ltd.0.2%
Titan Company Ltd.0.2%
Container Corporation Of India Ltd.0.2%
Berger Paints India Ltd.0.2%
Global Health Ltd.0.2%
Havells India Ltd.0.2%
Samvardhana Motherson International Ltd.0.2%
TBO Tek Ltd.0.2%
Jindal Steel Ltd.0.2%
Wockhardt Ltd.0.2%
REC Ltd.0.2%
GAIL (India) Ltd.0.2%
Nestle India Ltd.0.2%
ABB India Ltd.0.2%
Graphite India Ltd.0.2%
Eternal Ltd.0.2%
The India Cements Ltd.0.2%
Apar Industries Ltd.0.2%
Authum Investment & Infrastructure Ltd.0.2%
Jain Resource Recycling Ltd.0.2%
Maruti Suzuki India Ltd.0.2%
Escorts Kubota Ltd.0.2%
Latent View Analytics Ltd.0.2%
Blue Dart Express Ltd.0.2%
United Breweries Ltd.0.2%
Dixon Technologies (India) Ltd.0.2%
Sarda Energy & Minerals Ltd.0.2%
Ather Energy Ltd.0.2%
Sonata Software Ltd.0.2%
Aegis Logistics Ltd.0.2%
Trent Ltd.0.2%
Prime Focus Ltd.0.2%
Bharat Petroleum Corporation Ltd.0.2%
Tata Motors Ltd.0.2%
Birlasoft Ltd.0.2%
Hindustan Aeronautics Ltd.0.2%
Sundaram Finance Ltd.0.2%
Affle 3i Ltd.0.2%
ZF Commercial Vehicle Control Systems India Ltd.0.2%
Cholamandalam Investment and Finance Company Ltd.0.2%
KFin Technologies Ltd.0.2%
Lenskart Solutions Ltd.0.2%
Brigade Enterprises Ltd.0.2%
Paradeep Phosphates Ltd.0.2%
Asian Paints Ltd.0.2%
CESC Ltd.0.2%
Jubilant FoodWorks Ltd.0.2%
Oil India Ltd.0.2%
Minda Corporation Ltd.0.2%
Computer Age Management Services Ltd.0.2%
Bayer CropScience Ltd.0.2%
Sagility Ltd.0.2%
UNO Minda Ltd.0.2%
Bharat Forge Ltd.0.2%
Power Finance Corporation Ltd.0.2%
Wipro Ltd.0.2%
Sai Life Sciences Ltd.0.2%
Pidilite Industries Ltd.0.2%
Ultratech Cement Ltd.0.2%
Blue Jet Healthcare Ltd.0.2%
Muthoot Finance Ltd.0.2%
Infosys Ltd.0.2%
Pfizer Ltd.0.2%
Aegis Vopak Terminals Ltd.0.2%
Colgate-Palmolive (India) Ltd.0.2%
SBI Cards And Payment Services Ltd.0.2%
360 One Wam Ltd.0.2%
Jyoti CNC Automation Ltd.0.2%
Shriram Finance Ltd.0.2%
Info Edge (India) Ltd.0.2%
Kotak Mahindra Bank Ltd.0.2%
Godfrey Phillips India Ltd.0.2%
Sun TV Network Ltd.0.2%
Torrent Pharmaceuticals Ltd.0.2%
Endurance Technologies Ltd.0.2%
Netweb Technologies India Ltd.0.2%
International Gemological Institute Ltd.0.2%
Rainbow Children's Medicare Ltd.0.2%
FSN E-Commerce Ventures Ltd.0.2%
IFCI Ltd.0.2%
Tata Capital Ltd.0.2%
Alkem Laboratories Ltd.0.2%
Marico Ltd.0.2%
Whirlpool Of India Ltd.0.2%
BLS International Services Ltd.0.2%
Devyani International Ltd.0.2%
Motherson Sumi Wiring India Ltd.0.2%
Britannia Industries Ltd.0.2%
Sun Pharmaceutical Industries Ltd.0.2%
Cipla Ltd.0.2%
Larsen & Toubro Ltd.0.2%
Cochin Shipyard Ltd.0.2%
Indian Oil Corporation Ltd.0.2%
ICICI Prudential Life Insurance Company Ltd.0.2%
Poly Medicure Ltd.0.2%
SBI Life Insurance Company Ltd.0.2%
Aditya Birla Fashion and Retail Ltd.0.2%
PB Fintech Ltd.0.2%
Shipping Corporation Of India Ltd.0.2%
Dalmia Bharat Ltd.0.2%
Hindustan Zinc Ltd.0.2%
PG Electroplast Ltd.0.2%
ITC Ltd.0.2%
ICICI Bank Ltd.0.2%
Tata Motors Passenger Vehicles Ltd.0.2%
Belrise Industries Ltd.0.2%
Bata India Ltd.0.2%
UPL Ltd.0.2%
Bharti Airtel Ltd.0.2%
Jindal Stainless Ltd.0.2%
JSW Steel Ltd.0.2%
Aurobindo Pharma Ltd.0.2%
Sapphire Foods India Ltd.0.2%
Amara Raja Energy & Mobility Ltd.0.2%
Petronet LNG Ltd.0.2%
JSW Dulux Ltd.0.2%
JK Cement Ltd.0.2%
Ajanta Pharma Ltd.0.2%
Tata Investment Corporation Ltd.0.2%
Indegene Ltd.0.2%
Jubilant Ingrevia Ltd.0.2%
Jupiter Wagons Ltd.0.2%
Data Patterns (India) Ltd.0.2%
Steel Authority Of India Ltd.0.2%
IndusInd Bank Ltd.0.2%
Choice International Ltd.0.2%
Schneider Electric Infrastructure Ltd.0.2%
Force Motors Ltd.0.2%
Aditya Birla Capital Ltd.0.2%
Aarti Industries Ltd.0.2%
Interglobe Aviation Ltd.0.2%
Sammaan Capital Ltd.0.2%
State Bank Of India0.2%
Reliance Industries Ltd.0.2%
APL Apollo Tubes Ltd.0.2%
Supreme Industries Ltd.0.2%
Narayana Hrudayalaya Ltd.0.2%
Aster DM Quality Care Ltd.0.2%
PTC Industries Ltd.0.2%
MRF Ltd.0.2%
Abbott India Ltd.0.2%
Niva Bupa Health Insurance Company Ltd.0.2%
Hindustan Petroleum Corporation Ltd.0.2%
Nuvoco Vistas Corporation Ltd.0.2%
Mazagon Dock Shipbuilders Ltd.0.2%
Castrol India Ltd.0.2%
Bikaji Foods International Ltd.0.2%
AU Small Finance Bank Ltd.0.2%
Godrej Consumer Products Ltd.0.2%
Tata Power Company Ltd.0.2%
Bharat Heavy Electricals Ltd.0.2%
Tata Steel Ltd.0.2%
The Indian Hotels Company Ltd.0.2%
Deepak Fertilisers And Petrochemicals Corporation Ltd.0.2%
Indian Overseas Bank0.2%
Apollo Hospitals Enterprise Ltd.0.2%
Solar Industries India Ltd.0.2%
Star Health and Allied Insurance Company Ltd.0.2%
Gland Pharma Ltd.0.2%
Ambuja Cements Ltd.0.2%
Apollo Tyres Ltd.0.2%
DCM Shriram Ltd.0.2%
Hexaware Technologies Ltd.0.2%
Max Healthcare Institute Ltd.0.2%
Indian Railway Finance Corporation Ltd.0.2%
Cummins India Ltd.0.2%
Indian Bank0.2%
Union Bank Of India0.2%
Zydus Wellness Ltd.0.2%
Newgen Software Technologies Ltd.0.2%
CE Info Systems Ltd.0.2%
Leela Palaces Hotels & Resorts Ltd.0.2%
Honeywell Automation India Ltd.0.2%
Neuland Laboratories Ltd.0.2%
Five-Star Business Finance Ltd.0.2%
Avenue Supermarts Ltd.0.2%
Indraprastha Gas Ltd.0.2%
AWL Agri Business Ltd.0.2%
Coromandel International Ltd.0.2%
NMDC Ltd.0.2%
Timken India Ltd.0.2%
Hindalco Industries Ltd.0.2%
Hindustan Copper Ltd.0.2%
Bombay Burmah Trading Corporation Ltd.0.2%
NHPC Ltd.0.2%
UCO Bank0.2%
Godrej Properties Ltd.0.2%
NMDC Steel Ltd.0.2%
Bank Of Maharashtra0.2%
Carborundum Universal Ltd.0.2%
Usha Martin Ltd.0.2%
Krishna Institute of Medical Sciences Ltd0.2%
NTPC Ltd.0.2%
Mahanagar Gas Ltd.0.2%
Signatureglobal (India) Ltd.0.2%
Navin Fluorine International Ltd.0.2%
Canara HSBC Life Insurance Company Ltd.0.2%
Crompton Greaves Consumer Electricals Ltd.0.2%
Aditya Birla Real Estate Ltd.0.2%
PCBL Chemical Ltd.0.2%
ACC Ltd.0.2%
Anand Rathi Wealth Ltd.0.2%
Grasim Industries Ltd.0.2%
Deepak Nitrite Ltd.0.2%
Allied Blenders And Distillers Ltd.0.2%
Shyam Metalics And Energy Ltd.0.2%
NCC Ltd.0.2%
JSW Energy Ltd.0.2%
Page Industries Ltd.0.2%
JK Tyre & Industries Ltd.0.2%
Garden Reach Shipbuilders & Engineers Ltd.0.2%
Cyient Ltd.0.2%
Zydus Lifesciences Ltd.0.2%
Canara Bank0.2%
Tata Elxsi Ltd.0.2%
JM Financial Ltd.0.2%
RBL Bank Ltd.0.2%
Power Grid Corporation Of India Ltd.0.2%
Jindal Saw Ltd.0.2%
Kalpataru Projects International Ltd.0.2%
Rail Vikas Nigam Ltd.0.2%
Shree Cement Ltd.0.2%
Bharti Hexacom Ltd.0.2%
Hindustan Unilever Ltd.0.2%
IRB Infrastructure Developers Ltd.0.2%
Triveni Turbine Ltd.0.2%
The Ramco Cements Ltd.0.2%
Bosch Ltd.0.2%
Hitachi Energy India Ltd.0.2%
Inox Wind Ltd.0.2%
Tata Technologies Ltd.0.2%
Brainbees Solutions Ltd.0.2%
Poonawalla Fincorp Ltd.0.2%
HDFC Life Insurance Company Ltd.0.2%
Elgi Equipments Ltd.0.2%
Mphasis Ltd.0.2%
Vedanta Ltd.0.2%
L&T Finance Ltd.0.2%
Travel Food Services Ltd.0.2%
Tata Consumer Products Ltd.0.2%
Godrej Industries Ltd.0.2%
Zensar Technologies Ltd.0.2%
Indian Railway Catering And Tourism Corporation Ltd.0.2%
Schaeffler India Ltd.0.2%
Bajaj Housing Finance Ltd.0.2%
DOMS Industries Ltd.0.2%
ICICI Prudential Asset Management Company Ltd.0.2%
Bank Of Baroda0.2%
Tata Teleservices (Maharashtra) Ltd.0.2%
Inventurus Knowledge Solutions Ltd.0.2%
HDFC Asset Management Company Ltd.0.2%
Thermax Ltd.0.2%
Balrampur Chini Mills Ltd.0.2%
Supreme Petrochem Ltd.0.2%
Onesource Specialty Pharma Ltd.0.2%
DLF Ltd.0.2%
SBFC Finance Ltd.0.2%
NLC India Ltd.0.2%
Bharat Dynamics Ltd.0.2%
Welspun Corp Ltd.0.2%
Urban Company Ltd.0.2%
Indian Renewable Energy Development Agency Ltd.0.2%
The New India Assurance Company Ltd.0.2%
OLA Electric Mobility Ltd.0.2%
The Fertilisers And Chemicals Travancore Ltd.0.2%
Lupin Ltd.0.2%
Voltas Ltd.0.2%
Trident Ltd.0.2%
KEI Industries Ltd.0.2%
General Insurance Corporation of India0.2%
MMTC Ltd.0.2%
LG Electronics India Ltd.0.2%
E.I.D. - Parry (India) Ltd.0.2%
Mankind Pharma Ltd.0.2%
Swan Corp Ltd.0.2%
Life Insurance Corporation of India0.2%
SJVN Ltd.0.2%
Fortis Healthcare Ltd.0.2%
Oil & Natural Gas Corporation Ltd.0.2%
Aditya Birla Lifestyle Brands Ltd.0.2%
Gillette India Ltd.0.2%
Biocon Ltd.0.2%
Adani Energy Solutions Ltd.0.2%
JSW Cement Ltd.0.2%
Ircon International Ltd.0.2%
Engineers India Ltd.0.2%
Bank Of India0.2%
Vijaya Diagnostic Centre Ltd.0.2%
One97 Communications Ltd.0.2%
Home First Finance Company India Ltd.0.2%
EIH Ltd.0.2%
Kajaria Ceramics Ltd.0.2%
Dabur India Ltd.0.2%
Glenmark Pharmaceuticals Ltd.0.2%
Cohance Lifesciences Ltd.0.2%
Clean Science And Technology Ltd.0.2%
IDBI Bank Ltd.0.2%
Cholamandalam Financial Holdings Ltd.0.2%
HBL Engineering Ltd.0.2%
Chambal Fertilisers and Chemicals Ltd.0.2%
NBCC (India) Ltd.0.2%
ITI Ltd.0.2%
Indus Towers Ltd.0.2%
Meesho Ltd.0.2%
Torrent Power Ltd.0.2%
AIA Engineering Ltd.0.2%
Yes Bank Ltd.0.2%
Rites Ltd.0.2%
Gujarat Mineral Development Corporation Ltd.0.2%
Blue Star Ltd.0.2%
Godawari Power And Ispat Ltd.0.2%
JBM Auto Ltd.0.2%
RHI Magnesita India Ltd.0.2%
Coal India Ltd.0.2%
BSE Ltd.0.2%
PNB Housing Finance Ltd.0.2%
Syrma SGS Technology Ltd.0.2%
Titagarh Rail Systems Ltd.0.2%
GE Vernova T&D India Ltd.0.2%
Central Bank Of India0.2%
Olectra Greentech Ltd.0.2%
Oracle Financial Services Software Ltd.0.2%
Jubilant Pharmova Ltd.0.2%
National Aluminium Company Ltd.0.2%
Tata Chemicals Ltd.0.2%
KEC International Ltd.0.2%
Aadhar Housing Finance Ltd.0.2%
Finolex Cables Ltd.0.2%
NTPC Green Energy Ltd.0.2%
Amber Enterprises India Ltd.0.2%
Polycab India Ltd.0.2%
Anupam Rasayan India Ltd.0.2%
SRF Ltd.0.2%
Piramal Finance Ltd.0.2%
Reliance Power Ltd.0.2%
Prestige Estates Projects Ltd.0.2%
Billionbrains Garage Ventures Ltd.0.2%
Oberoi Realty Ltd.0.2%
Sumitomo Chemical India Ltd.0.2%
Siemens Energy India Ltd.0.2%
Linde India Ltd.0.2%
The Great Eastern Shipping Company Ltd.0.2%
LIC Housing Finance Ltd.0.2%
Lemon Tree Hotels Ltd.0.2%
Emmvee Photovoltaic Power Ltd.0.2%
Waaree Energies Ltd.0.2%
Tata Communications Ltd.0.2%
Intellect Design Arena Ltd.0.2%
Chalet Hotels Ltd.0.2%
Ipca Laboratories Ltd.0.2%
Asahi India Glass Ltd.0.2%
3M India Ltd.0.2%
Welspun Living Ltd.0.2%
Honasa Consumer Ltd.0.2%
Caplin Point Laboratories Ltd.0.2%
Bharat Electronics Ltd.0.2%
Emami Ltd.0.2%
Tenneco Clean Air India Ltd.0.2%
CG Power and Industrial Solutions Ltd.0.2%
Tejas Networks Ltd.0.2%
Tube Investments of India Ltd.0.2%
Adani Enterprises Ltd.0.2%
BEML Ltd.0.2%
Natco Pharma Ltd.0.2%
Techno Electric & Engineering Company Ltd.0.2%
Acme Solar Holdings Ltd.0.2%
Delhivery Ltd.0.2%
Vodafone Idea Ltd.0.2%
Varun Beverages Ltd.0.2%
K.P.R. Mill Ltd.0.2%
CCL Products (India) Ltd.0.2%
Aavas Financiers Ltd.0.2%
CarTrade Tech Ltd.0.2%
Housing & Urban Development Corporation Ltd.0.2%
Vishal Mega Mart Ltd.0.2%
Railtel Corporation Of India Ltd.0.2%
Indiamart Intermesh Ltd.0.2%
Aditya Infotech Ltd.0.2%
Adani Power Ltd.0.2%
Axis Bank Ltd.0.2%
City Union Bank Ltd.0.2%
Central Depository Services (India) Ltd.0.2%
Nuvama Wealth Management Ltd.0.2%
Eris Lifesciences Ltd.0.2%
Adani Ports and Special Economic Zone Ltd.0.2%
Multi Commodity Exchange Of India Ltd.0.2%
Nava Ltd.0.2%
Max Financial Services Ltd.0.2%
Premier Energies Ltd.0.2%
GMR Airports Ltd.0.2%
Kirloskar Oil Engines Ltd.0.2%
Afcons Infrastructure Ltd.0.2%
HDFC Bank Ltd.0.2%
HDB Financial Services Ltd.0.2%
Ceat Ltd.0.2%
Dr. Reddy's Laboratories Ltd.0.2%
Granules India Ltd.0.2%
Sobha Ltd.0.2%
Syngene International Ltd.0.2%
UTI Asset Management Company Ltd.0.2%
Suzlon Energy Ltd.0.2%
Can Fin Homes Ltd.0.2%
Vardhman Textiles Ltd.0.2%
ICICI Lombard General Insurance Company Ltd.0.2%
Capri Global Capital Ltd.0.2%
Adani Total Gas Ltd.0.2%
Zen Technologies Ltd.0.2%
Aptus Value Housing Finance India Ltd.0.2%
JSW Infrastructure Ltd.0.2%
Acutaas Chemicals Ltd.0.2%
HFCL Ltd.0.2%
Angel One Ltd.0.2%
Gravita India Ltd.0.2%
ITC Hotels Ltd.0.2%
CIE Automotive India Ltd.0.2%
Tega Industries Ltd.0.2%
The Phoenix Mills Ltd.0.2%
Pine Labs Ltd.0.2%
Aditya Birla Sun Life AMC Ltd.0.2%
Motilal Oswal Financial Services Ltd.0.2%
Transformers & Rectifiers (India) Ltd.0.2%
The Jammu & Kashmir Bank Ltd.0.2%
Gallantt Ispat Ltd.0.2%
Physicswallah Ltd.0.2%
Patanjali Foods Ltd.0.2%
Adani Green Energy Ltd.0.2%
Elecon Engineering Company Ltd.0.2%
Cemindia Projects Ltd.0.2%
Bandhan Bank Ltd.0.2%
Go Digit General Insurance Ltd.0.2%
Cash & Cash Equivalent0.0%
Net Current Asset-3.9%

Holdings Concentration

Total covered: 104%
Top 1–5
5 holdings
3.1%
3%
share
Top 6–10
5 holdings
1.2%
1%
share
Top 11–20
10 holdings
2.3%
2%
share
Beyond 20
481 holdings
97.2%
94%
share

Market Cap Classification

Total
100%
allocation
  • Small Cap51.6%
  • Mid Cap29.6%
  • Large Cap20.5%

Advanced Ratios

Alpha-0.01
Beta0.99
Sharpe Ratio0.02
Sortino Ratio0.04
Treynor Ratio0.03
Information Ratio-0.08
Upside Capture97.23%
Downside Capture99.93%

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: 11/09/2026