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Nippon India Nifty Next 50 Junior BeES FoF - Direct Plan - Growth Plan - Growth Option
Nippon India · Scheme 146513
₹28.14▼ 0.29%NAV · 2026-09-18
Decent FundScore
AUM
₹830 cr
Expense ratio
0.14%
3Y CAGR
20.0%
Risk level
High
Min SIP
₹100
Benchmark
Underlying index
Fund manager: Mehul DamaExit load: Nil
Decent · 69/100
A solid option with a few areas worth a closer look.
🎯 A dependable core holding for long-term SIP investors.
📈 Why it could do well
- ✓Compounding well recently — 20.0% CAGR over 3 years.
- ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
- ✓Low cost — 0.14% expense ratio means more of the return stays with you.
- ✓3Y CAGR: +20.0%
- ✓5Y CAGR: +13.9%
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
📉 What could drag it down
- •Sharpe ratio: 0.51
- •Sortino ratio: 0.62
FundScore breakdown
69/100 · Decent
Returns
Decent
Consistency
Excellent
Risk-adjusted
Weak
Downside protection
Average
Cost efficiency
Excellent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.