Nippon India ETF Nifty Next 50 Junior BeES

Nippon India ETF Nifty Next 50 Junior BeES is an equity fund. This fund was started on 21 February, 2003. The fund is managed by Himanshu Mange. The fund could potentially beat inflation in the long-run.

1. Nippon India ETF Nifty Next 50 Junior BeES has ₹6418 Cr worth of assets under management (AUM) as on Sep 2025 and is more than category average.
2. The fund has an expense ratio 0.2.
   

Nippon India ETF Nifty Next 50 Junior BeES has given a CAGR return of 21.02% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of -5.59%, 17.00% and 21.07% respectively.

Nippon India ETF Nifty Next 50 Junior BeES has allocated its funds majorly in Cash Equivalent, Financial Services, Industrial, Consumer Defensive, Consumer Cyclical, Corporate, Utilities, Basic Materials, Health, Energy, Real Estate, Communication, Tech. Its top holdings are InterGlobe Aviation Ltd, Hindustan Aeronautics Ltd Ordinary Shares, Divi's Laboratories Ltd, TVS Motor Co Ltd, Vedanta Ltd

As it is a large-cap mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

The investment objective of the Scheme is to provide returns that, before expenses, closely correspond to the returns of Securities as represented by Nifty Next 50 Index.There can be no assurance or guarantee that the investment objective of the Scheme will be achieved.

Minimum investment for lump sum payment is INR 0.00 and for SIP is INR 0.00. Nippon India ETF Nifty Next 50 Junior BeES has no lock in period.