Nippon India Nifty Next 50 Junior BeES FoF Direct Reinvestment Inc Dist cum Cap Wdrl

Nippon India Nifty Next 50 Junior BeES FoF Direct Reinvestment Inc Dist cum Cap Wdrl is a hybrid fund. This fund was started on 8 March, 2019. The fund is managed by Himanshu Mange. This fund gives you the benefit of diversification.

1. Nippon India Nifty Next 50 Junior BeES FoF Direct Reinvestment Inc Dist cum Cap Wdrl has ₹661 Cr worth of assets under management (AUM) as on Feb 2026 and is more than category average.
2. The fund has an expense ratio 0.3.
   

Nippon India Nifty Next 50 Junior BeES FoF Direct Reinvestment Inc Dist cum Cap Wdrl has given a CAGR return of 14.82% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 19.11%, 23.79% and 15.66% respectively.

Nippon India Nifty Next 50 Junior BeES FoF Direct Reinvestment Inc Dist cum Cap Wdrl has allocated its funds majorly in Cash Equivalent, Financial Services, Basic Materials, Consumer Defensive, Utilities, Consumer Cyclical, Corporate, Industrial, Health, Energy, Real Estate, Tech, Communication.

As it is a fund of funds mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
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
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

The fund employs a passive investment approach designed to track the performance of Nippon India ETF Nifty Next 50 Junior BeES. The fund seeks to achieve this goal by investing in Nippon India ETF Nifty Next 50 Junior BeES.

Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Nippon India Nifty Next 50 Junior BeES FoF Direct Reinvestment Inc Dist cum Cap Wdrl has no lock in period.