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 an equity fund. This fund was started on 8 March, 2019. The fund is managed by Himanshu Mange. The fund could potentially beat inflation in the long-run.

1. Nippon India Nifty Next 50 Junior BeES FoF Direct Reinvestment Inc Dist cum Cap Wdrl has ₹594 Cr worth of assets under management (AUM) as on Aug 2025 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 15.61% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of -7.93%, 16.95% and 20.17% 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, Industrial, Consumer Defensive, Utilities, Consumer Cyclical, Basic Materials, Health, Energy, Real Estate, Communication, Tech. Its top holdings are Nippon India ETF Nifty Next 50 Jr BeES

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 seek to provide returns that closely correspond to returns provided by Nippon India ETF Nifty Next 50 Junior BeES by investing in units of Nippon India ETF Nifty Next 50 Junior BeES. However, 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 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.