{"id":230109,"date":"2026-09-03T19:15:15","date_gmt":"2026-09-03T13:45:15","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/?p=230109"},"modified":"2026-09-03T19:15:16","modified_gmt":"2026-09-03T13:45:16","slug":"angel-one-nifty-50-index-fund-direct-growth-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/angel-one-nifty-50-index-fund-direct-growth-review-2026\/","title":{"rendered":"Angel One Nifty 50 Index Fund Direct Growth Review 2026: NAV, Returns, Portfolio &#038; Should You Invest?"},"content":{"rendered":"<p><a href=\"https:\/\/univest.in\/mutual-funds\/angel-one-nifty-50-index-fund-g-direct-plan\">Angel One Nifty 50 Index Fund Direct Growth Plan<\/a> has a NAV of \u20b99.8561 as of 02 September 2026 and scheme AUM of \u20b933 Cr. Its 1-year return is -1.92%, while the 3-year and 5-year returns are both 0.00%. The fund is tagged High Risk, so our view is that it fits investors who can tolerate equity market swings and are comfortable with an index-style outcome tied closely to the Nifty 50.<\/p>\n<p>The recent return pattern is softer than the benchmark over one year, but the longer-dated figures are still too short to build a meaningful track record because the scheme was launched in May 2025. That makes this better suited to investors who want Nifty 50 exposure through a direct-growth structure and can stay invested through near-term volatility.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/angel-one-nifty-50-index-fund-direct-growth-review-2026\/#Quick_facts\" title=\"Quick facts\">Quick facts<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/angel-one-nifty-50-index-fund-direct-growth-review-2026\/#Performance\" title=\"Performance\">Performance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/angel-one-nifty-50-index-fund-direct-growth-review-2026\/#Should_you_BUY_or_HOLD_Angel_One_Nifty_50_Index\" title=\"Should you BUY or HOLD Angel One Nifty 50 Index?\">Should you BUY or HOLD Angel One Nifty 50 Index?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/angel-one-nifty-50-index-fund-direct-growth-review-2026\/#Peer_comparison\" title=\"Peer comparison\">Peer comparison<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/angel-one-nifty-50-index-fund-direct-growth-review-2026\/#Portfolio_where_your_money_goes\" title=\"Portfolio: where your money goes\">Portfolio: where your money goes<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/angel-one-nifty-50-index-fund-direct-growth-review-2026\/#Who_should_invest\" title=\"Who should invest\">Who should invest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/angel-one-nifty-50-index-fund-direct-growth-review-2026\/#Tax_and_exit_load\" title=\"Tax and exit load\">Tax and exit load<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/angel-one-nifty-50-index-fund-direct-growth-review-2026\/#Frequently_asked_questions\" title=\"Frequently asked questions\">Frequently asked questions<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/angel-one-nifty-50-index-fund-direct-growth-review-2026\/#What_is_the_current_NAV_of_Angel_One_Nifty_50_Index_Fund_Direct_Growth_Plan\" title=\"What is the current NAV of Angel One Nifty 50 Index Fund Direct Growth Plan?\">What is the current NAV of Angel One Nifty 50 Index Fund Direct Growth Plan?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/angel-one-nifty-50-index-fund-direct-growth-review-2026\/#How_has_Angel_One_Nifty_50_Index_Fund_Direct_Growth_Plan_performed_over_1_year\" title=\"How has Angel One Nifty 50 Index Fund Direct Growth Plan performed over 1 year?\">How has Angel One Nifty 50 Index Fund Direct Growth Plan performed over 1 year?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/angel-one-nifty-50-index-fund-direct-growth-review-2026\/#What_are_the_3-year_and_5-year_returns\" title=\"What are the 3-year and 5-year returns?\">What are the 3-year and 5-year returns?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/univest.in\/blogs-2\/angel-one-nifty-50-index-fund-direct-growth-review-2026\/#How_does_it_compare_with_peer_funds\" title=\"How does it compare with peer funds?\">How does it compare with peer funds?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/univest.in\/blogs-2\/angel-one-nifty-50-index-fund-direct-growth-review-2026\/#What_is_the_minimum_SIP_amount\" title=\"What is the minimum SIP amount?\">What is the minimum SIP amount?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/univest.in\/blogs-2\/angel-one-nifty-50-index-fund-direct-growth-review-2026\/#Who_manages_the_fund_and_what_is_the_exit_load\" title=\"Who manages the fund and what is the exit load?\">Who manages the fund and what is the exit load?<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/univest.in\/blogs-2\/angel-one-nifty-50-index-fund-direct-growth-review-2026\/#Bottom_line\" title=\"Bottom line\">Bottom line<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/univest.in\/blogs-2\/angel-one-nifty-50-index-fund-direct-growth-review-2026\/#Explore_mutual_funds_with_Univest\" title=\"Explore mutual funds with Univest\">Explore mutual funds with Univest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/univest.in\/blogs-2\/angel-one-nifty-50-index-fund-direct-growth-review-2026\/#RIA_disclosure\" title=\"RIA disclosure\">RIA disclosure<\/a><\/li><\/ul><\/nav><\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Quick_facts\"><\/span>Quick facts<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Particular<\/th>\n<th>Details<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>NAV<\/td>\n<td>\u20b99.8561 as of 02 Sep 2026<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b933 Cr<\/td>\n<\/tr>\n<tr>\n<td>Expense Ratio<\/td>\n<td>0.2%<\/td>\n<\/tr>\n<tr>\n<td>Launch Date<\/td>\n<td>22 May 2025<\/td>\n<\/tr>\n<tr>\n<td>Min SIP<\/td>\n<td>\u20b91,000<\/td>\n<\/tr>\n<tr>\n<td>Risk Category<\/td>\n<td>High Risk<\/td>\n<\/tr>\n<tr>\n<td>Benchmark<\/td>\n<td>Nifty 50<\/td>\n<\/tr>\n<tr>\n<td>Fund Category<\/td>\n<td>Index Funds<\/td>\n<\/tr>\n<tr>\n<td>Exit Load<\/td>\n<td>No exit load<\/td>\n<\/tr>\n<tr>\n<td>Fund Managers<\/td>\n<td>Kewal Shah<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund is managed by Kewal Shah.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 02 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Performance\"><\/span>Performance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Period<\/th>\n<th>Fund return<\/th>\n<th>Benchmark return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>1M<\/td>\n<td>-3.44%<\/td>\n<td>-3.47%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>2.73%<\/td>\n<td>2.17%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>-1.92%<\/td>\n<td>-3.84%<\/td>\n<\/tr>\n<tr>\n<td>3Y<\/td>\n<td>0.00%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td>5Y<\/td>\n<td>0.00%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund\u2019s recent one-month move has been slightly better than the benchmark, which suggests it tracked the market closely during a weak patch. Over three months, it has also stayed ahead of the benchmark, even though both moved in a positive direction.<\/p>\n<p>On a one-year basis, the fund has done better than the benchmark by a wide margin. That does not mean the path has been smooth, though, because the one-year pattern includes clear swings with earlier softness and later recovery rather than a straight line of gains.<\/p>\n<p>The longer-dated figures need a careful reading. The scheme launched in May 2025, so the 3-year and 5-year entries do not reflect a full track record in the usual sense, and they are not enough on their own to judge long-run compounding quality.<\/p>\n<p>Our interpretation is that this fund has behaved broadly like an index tracker with modest tracking difference, but the evidence window is still short. For investors, that means the main question is less about past long-term outperformance and more about whether they are comfortable holding a fresh Nifty 50 index fund through market cycles.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 02 Sep 2026<\/small><\/p>\n<section class=\"univest-mf-premium-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;border:1px solid #d8e3f0;background:#f7faff\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Should_you_BUY_or_HOLD_Angel_One_Nifty_50_Index\"><\/span>Should you BUY or HOLD Angel One Nifty 50 Index?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>A fund&#8217;s past returns alone don&#8217;t tell you whether you should buy it today or continue holding it.<\/p>\n<p>The right decision depends on factors such as your current allocation, purchase price, risk profile, investment horizon and the role this fund plays in your overall portfolio.<\/p>\n<p><strong>Already holding Angel One Nifty 50 Index? Thinking of investing now?<\/strong><\/p>\n<p><a href=\"https:\/\/univest.in\/mutual-funds\" style=\"font-weight:700;text-decoration:none\">Get your portfolio analysed for FREE by SEBI-registered Investment Adviser (RIA) through Univest MF Premium<\/a><\/p>\n<\/section>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Peer_comparison\"><\/span>Peer comparison<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Fund<\/th>\n<th>1Y return<\/th>\n<th>3Y return<\/th>\n<th>5Y return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/angel-one-nifty-50-index-fund-g-direct-plan\">Angel One Nifty 50 Index Fund Direct Growth Plan<\/a><\/td>\n<td>-1.92%<\/td>\n<td>0.00%<\/td>\n<td>0.00%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/icici-pru-nasdaq-100-index-fund-g-direct-plan\">ICICI Pru NASDAQ 100 Index Fund Direct Growth Plan<\/a><\/td>\n<td>35.19%<\/td>\n<td>29.24%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/motilal-oswal-nifty-capital-market-index-fund-g-direct-plan\">Motilal Oswal Nifty Capital Market Index Fund Direct Growth Plan<\/a><\/td>\n<td>27.51%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/tata-nifty-capital-markets-index-fund-g-direct-plan\">Tata Nifty Capital Markets Index Fund Direct Growth Plan<\/a><\/td>\n<td>27.23%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/motilal-oswal-nifty-india-defence-index-fund-g-direct-plan\">Motilal Oswal Nifty India Defence Index Fund Direct Growth Plan<\/a><\/td>\n<td>25.82%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/aditya-birla-sl-nifty-india-defence-index-fund-g-direct-plan\">Aditya Birla SL Nifty India Defence Index Fund Direct Growth Plan<\/a><\/td>\n<td>25.81%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>This assessment is prepared by Uniapps Investment Adviser Pvt. Ltd. under SEBI Registered Investment Adviser registration INA000017639.<\/p>\n<p>The fund\u2019s 1-year return is far below the stronger peer figures shown here, while its 3-year figure does not offer a fair long-term comparison because the scheme is too new. The result is a mixed peer picture: the recent return lags several comparison funds, but the longer-range columns are mostly unavailable for those peers too.<\/p>\n<p>That means the table tells a different story depending on the horizon. Near term, the fund trails the standout peer returns by a wide gap; over longer periods, there is not enough like-for-like data to make a confident conclusion. For investors, the practical takeaway is to focus more on whether a Nifty 50 index fund fits the intended portfolio role than on comparing a young scheme with older, differently themed peers.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 02 Sep 2026<\/small><\/p>\n<div class=\"univest-peer-login-cta\" style=\"margin:20px 0;padding:16px 18px;border:1px solid #d8e3f0;border-radius:8px;background:#f7faff\">\n<p style=\"margin:0\"><strong>Want to know more?<\/strong> <a href=\"https:\/\/univest.in\/user\/log-in\" style=\"font-weight:700;text-decoration:none\">Log in to Univest<\/a> for more mutual fund insights.<\/p>\n<\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Portfolio_where_your_money_goes\"><\/span>Portfolio: where your money goes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding<\/th>\n<th>Sector<\/th>\n<th>Weight<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>HDFC Bank Limited<\/td>\n<td>Bank<\/td>\n<td>10.21%<\/td>\n<\/tr>\n<tr>\n<td>ICICI Bank Limited<\/td>\n<td>Bank<\/td>\n<td>9.17%<\/td>\n<\/tr>\n<tr>\n<td>Reliance Industries Limited<\/td>\n<td>Crude Oil<\/td>\n<td>7.88%<\/td>\n<\/tr>\n<tr>\n<td>Bharti Airtel Limited<\/td>\n<td>Telecom<\/td>\n<td>5.35%<\/td>\n<\/tr>\n<tr>\n<td>Larsen &amp; Toubro Limited<\/td>\n<td>Infrastructure<\/td>\n<td>4.11%<\/td>\n<\/tr>\n<tr>\n<td>State Bank of India<\/td>\n<td>Bank<\/td>\n<td>3.79%<\/td>\n<\/tr>\n<tr>\n<td>Infosys Limited<\/td>\n<td>IT<\/td>\n<td>3.53%<\/td>\n<\/tr>\n<tr>\n<td>Axis Bank Limited<\/td>\n<td>Bank<\/td>\n<td>3.15%<\/td>\n<\/tr>\n<tr>\n<td>Bajaj Finance Limited<\/td>\n<td>Finance<\/td>\n<td>2.73%<\/td>\n<\/tr>\n<tr>\n<td>Mahindra &amp; Mahindra Limited<\/td>\n<td>Automobile &amp; Ancillaries<\/td>\n<td>2.7%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The top 10 holdings account for approximately 52.62% of the portfolio.<\/p>\n<p>To see all holdings, visit the <a href=\"https:\/\/univest.in\/mutual-funds\/angel-one-nifty-50-index-fund-g-direct-plan\">Angel One Nifty 50 Index Fund Direct Growth Plan<\/a> page<\/p>\n<p>The largest holding, HDFC Bank Limited, stands at 10.21%, which is large enough to influence short-term portfolio behaviour. The tenth holding is 2.7%, so the weight drops quite steadily across the top slice rather than staying concentrated in just one or two positions.<\/p>\n<p>Because the top 10 holdings make up 52.62% of the portfolio and the scheme discloses 49 holdings overall, the exposure is meaningfully diversified within a large-cap index framework. At the same time, the biggest positions may still have greater influence on returns because they carry more weight than the mid-table names.<\/p>\n<p>Our view is that this pattern looks consistent with a broad market index fund: the portfolio is not extremely concentrated at the top, but the leading holdings are still important enough that bank and market-heavy moves can shape near-term outcomes.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 02 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_should_invest\"><\/span>Who should invest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund suits investors with a high tolerance for equity volatility who want straightforward Nifty 50 exposure in a direct-growth format. The risk tag is High Risk, and the return pattern shows that short-term movements can be uneven even when the benchmark relationship stays close.<\/p>\n<p>It is better suited to a medium-to-long horizon rather than a short holding period, especially because the scheme is still young and its longer-dated return history is not yet well developed. The main trade-off is that investors get broad large-cap index exposure, but they must accept market swings and the possibility of trailing faster-moving peer themes in some periods.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Tax_and_exit_load\"><\/span>Tax and exit load<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding period<\/th>\n<th>Tax rate<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Units held less than 1 year<\/td>\n<td>20%<\/td>\n<td>Short-term capital gains tax<\/td>\n<\/tr>\n<tr>\n<td>Units held more than 1 year<\/td>\n<td>12.5%<\/td>\n<td>Long-term capital gains tax<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>No exit load applies.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 02 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Frequently_asked_questions\"><\/span>Frequently asked questions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_is_the_current_NAV_of_Angel_One_Nifty_50_Index_Fund_Direct_Growth_Plan\"><\/span>What is the current NAV of Angel One Nifty 50 Index Fund Direct Growth Plan?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The current NAV is \u20b99.8561 as of 02 September 2026.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_has_Angel_One_Nifty_50_Index_Fund_Direct_Growth_Plan_performed_over_1_year\"><\/span>How has Angel One Nifty 50 Index Fund Direct Growth Plan performed over 1 year?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Its 1-year return is -1.92%. That is better than the benchmark\u2019s -3.84% return over the same period.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_are_the_3-year_and_5-year_returns\"><\/span>What are the 3-year and 5-year returns?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The 3-year return is 0.00%, and the 5-year return is 0.00%. The scheme launched in May 2025, so these longer-horizon figures do not represent a full long-term record.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_does_it_compare_with_peer_funds\"><\/span>How does it compare with peer funds?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Its 1-year return is lower than several peer funds shown in the comparison table, including the stronger themed index funds listed there. The longer-horizon peer columns are mostly unavailable, so the comparison is more useful for recent performance than for long-term evaluation.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_is_the_minimum_SIP_amount\"><\/span>What is the minimum SIP amount?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The minimum SIP amount is \u20b91,000.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_manages_the_fund_and_what_is_the_exit_load\"><\/span>Who manages the fund and what is the exit load?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The fund is managed by Kewal Shah. No exit load applies.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Bottom_line\"><\/span>Bottom line<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Angel One Nifty 50 Index Fund Direct Growth Plan has shown a mixed start: the one-year return is negative, but still ahead of the benchmark\u2019s one-year decline, while the longer-dated figures are not yet a strong basis for judging the scheme\u2019s history. In peer context, the recent return is well behind several themed index funds, although that comparison is not fully like-for-like. The portfolio is broad and index-like, with the top holdings carrying influence but not overwhelming the whole scheme. That makes it a fit for investors who want large-cap passive exposure and can accept near-term market swings.<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 3 September 2026 at 6:57 PM IST<\/p>\n<section class=\"univest-login-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;background:#eef5ff;border:1px solid #cddff7;text-align:center\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Explore_mutual_funds_with_Univest\"><\/span>Explore mutual funds with Univest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Review mutual fund data, compare performance and explore fund insights on Univest.<\/p>\n<p><a href=\"https:\/\/univest.in\/user\/log-in\" style=\"display:inline-block;padding:11px 20px;border-radius:6px;background:#1f4e79;color:#fff !important;text-decoration:none;font-weight:700\">Explore Univest<\/a><\/p>\n<\/section>\n<section class=\"univest-disclaimer\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"RIA_disclosure\"><\/span>RIA disclosure<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This review is prepared by Uniapps Investment Adviser Pvt. Ltd. (earlier known as Uniapps Global Research Pvt. Ltd.) under SEBI Registered Investment Adviser registration INA000017639 for general informational purposes and is not personalized investment advice.<\/p>\n<\/section>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"InvestmentFund\",\"name\":\"Angel One Nifty 50 Index Fund Direct Growth Plan\",\"identifier\":\"angel-one-nifty-50-index-fund-g-direct-plan\",\"category\":\"Index Funds\",\"dateCreated\":\"22 May 2025\",\"isAccessibleForFree\":true,\"additionalProperty\":[{\"@type\":\"PropertyValue\",\"name\":\"NAV\",\"value\":9.8561,\"valueReference\":\"as of 02 Sep 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"33 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"0.2\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty 50\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":-1.92},{\"@type\":\"PropertyValue\",\"name\":\"3Y Return\",\"value\":0},{\"@type\":\"PropertyValue\",\"name\":\"5Y Return\",\"value\":0},{\"@type\":\"PropertyValue\",\"name\":\"Fund Managers\",\"value\":\"Kewal Shah\"}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the current NAV of Angel One Nifty 50 Index Fund Direct Growth Plan?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The current NAV is \u20b99.8561 as of 02 September 2026.\"}},{\"@type\":\"Question\",\"name\":\"How has Angel One Nifty 50 Index Fund Direct Growth Plan performed over 1 year?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Its 1-year return is -1.92%. That is better than the benchmark\u2019s -3.84% return over the same period.\"}},{\"@type\":\"Question\",\"name\":\"What are the 3-year and 5-year returns?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The 3-year return is 0.00%, and the 5-year return is 0.00%. The scheme launched in May 2025, so these longer-horizon figures do not represent a full long-term record.\"}},{\"@type\":\"Question\",\"name\":\"How does it compare with peer funds?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Its 1-year return is lower than several peer funds shown in the comparison table, including the stronger themed index funds listed there. The longer-horizon peer columns are mostly unavailable, so the comparison is more useful for recent performance than for long-term evaluation.\"}},{\"@type\":\"Question\",\"name\":\"What is the minimum SIP amount?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The minimum SIP amount is \u20b91,000.\"}},{\"@type\":\"Question\",\"name\":\"Who manages the fund and what is the exit load?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund is managed by Kewal Shah. No exit load applies.\"}}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Person\",\"name\":\"{{ANALYST_NAME}}\",\"affiliation\":{\"@type\":\"Organization\",\"name\":\"Uniapps Investment Adviser Pvt. Ltd.\"},\"description\":\"Uniapps Investment Adviser Pvt. Ltd. \u2014 SEBI Registered Investment Adviser INA000017639\"}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Angel One Nifty 50 Index Fund Direct Growth Plan is an index fund with a \u20b99.8561 NAV as of 02 Sep 2026 and \u20b933 Cr in assets. Its 1-year return is -1.92%, while the 3-year and 5-year returns are both 0.00%, and the fund sits in the High Risk bucket.<\/p>\n","protected":false},"author":29,"featured_media":230108,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3841],"tags":[],"class_list":["post-230109","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["230108"],"rank_math_title":["Angel One Nifty 50 Index Fund Review 2026"],"rank_math_description":["Angel One Nifty 50 Index Fund Direct Growth Plan NAV is \u20b99.8561; 1Y return is -1.92%. Read our review of returns and portfolio."],"rank_math_focus_keyword":["Angel One Nifty 50 Index Fund Direct Growth Plan review"],"rank_math_robots":["a:2:{i:0;s:7:\"noindex\";i:1;s:8:\"nofollow\";}"],"_edit_lock":["1788443129:29"],"_last_editor_used_jetpack":["block-editor"],"rank_math_primary_category":["3841"],"rank_math_seo_score":["15"],"_edit_last":["29"],"_ez-toc-disabled":[""],"_ez-toc-insert":[""],"_ez-toc-header-label":[""],"_ez-toc-alignment":["none"],"_ez-toc-heading-levels":["a:0:{}"],"_ez-toc-alttext":[""],"_ez-toc-visibility_hide_by_default":[""],"_ez-toc-hide_counter":[""],"_ez-toc-exclude":[""],"_ez-toc-position-specific":["before"],"stm_select_gm_zoom":[""],"stm_agenda":[""],"stm_host":[""],"stm_select_approved_denied":[""],"stm_multiselect_approved":[""],"stm_multiselect_denied":[""],"stm_date":[""],"stm_time":[""],"stm_timezone":[""],"stm_duration":[""],"stm_password":[""],"stm_waiting_room":[""],"stm_join_before_host":[""],"stm_host_join_start":[""],"stm_start_after_participants":[""],"stm_mute_participants":[""],"stm_enforce_login":[""],"stm_alternative_hosts":[""],"top_bar_custom_style":[""],"top_bar_bg":[""],"wc_top_bar_cart_custom_style":[""],"wc_top_bar_cart_color":[""],"wc_top_bar_cart_icon_color_hover":[""],"wc_top_bar_cart_counter_color":[""],"wc_top_bar_cart_counter_color_hover":[""],"wc_top_bar_cart_counter_bg":[""],"wc_top_bar_cart_counter_bg_hover":[""],"top_bar_wpml_switcher_custom_style":[""],"wpml_switcher_color":[""],"top_bar_wpml_switcher_bg":[""],"top_bar_wpml_switcher_bg_hover":[""],"top_bar_wpml_switcher_color_hover":[""],"top_bar_socials_custom_style":[""],"top_bar_socials_color":[""],"top_bar_socials_color_hover":[""],"top_bar_search_custom_style":[""],"top_bar_search_color":[""],"top_bar_search_icon_color_hover":[""],"top_bar_contact_info_style":[""],"top_bar_contact_info_color":[""],"top_bar_contact_info_link_color":[""],"top_bar_contact_info_link_color_hover":[""],"top_bar_contact_info_select_bg":[""],"top_bar_contact_info_select_color":[""],"top_bar_contact_info_select_drop_bg":[""],"top_bar_contact_info_select_items_bg":[""],"top_bar_contact_info_select_items_color":[""],"top_bar_contact_info_select_items_hover":[""],"header_inverse":["default"],"enable_header_transparent":["off"],"header_nav_custom_style":[""],"header_bg":[""],"header_shadow":[""],"wc_cart_custom_style":[""],"wc_cart_icon_color":[""],"wc_cart_icon_color_hover":[""],"wc_cart_counter_color":[""],"wc_cart_counter_color_hover":[""],"wc_cart_counter_bg":[""],"wc_cart_counter_bg_hover":[""],"header_wpml_switcher_custom_style":[""],"header_wpml_switcher_color":[""],"header_wpml_switcher_color_hover":[""],"header_wpml_switcher_bg":[""],"header_wpml_switcher_bg_hover":[""],"header_socials_custom_style":[""],"header_socials_color":[""],"header_socials_color_hover":[""],"header_search_custom_style":[""],"header_search_icon_color":[""],"header_search_icon_color_hover":[""],"header_contact_info_style":[""],"header_contact_info_color":[""],"header_contact_info_link_color":[""],"header_contact_info_link_color_hover":[""],"header_button_custom_style":[""],"header_button_color":[""],"header_button_color_hover":[""],"header_button_bg":[""],"header_button_bg_hover":[""],"header_nav_menu_customize":[""],"header_nav_menu_link_color":[""],"header_nav_menu_link_color_hover":[""],"header_nav_menu_link_color_active":[""],"header_nav_menu_link_arrow_color":[""],"header_nav_menu_link_arrow_color_hover":[""],"header_nav_menu_level_1_bg":[""],"header_nav_menu_level_1_link_color":[""],"header_nav_menu_level_1_link_color_hover":[""],"header_nav_menu_level_1_link_bg_hover":[""],"header_nav_menu_level_1_link_arrow_color":[""],"header_nav_menu_level_1_link_arrow_color_hover":[""],"header_nav_menu_level_2_bg":[""],"header_nav_menu_level_2_link_color":[""],"header_nav_menu_level_2_link_color_hover":[""],"header_nav_menu_level_2_link_bg_hover":[""],"header_mega_menu_bg":[""],"header_mega_menu_title_color":[""],"header_mega_menu_title_color_hover":[""],"header_mega_menu_description_color":[""],"header_mega_menu_description_link_color":[""],"header_mega_menu_description_link_color_hover":[""],"header_mega_menu_color":[""],"header_mega_menu_color_hover":[""],"header_mega_menu_border_color":[""],"header_mega_menu_icons_color":[""],"header_nav_menu_customize_end":[""],"hfe_enabled_notice":[""],"disable_title_box":["default"],"hfe_disabled":[""],"enable_transparent":["default"],"title_box_title_bg_color":[""],"title_box_bg_custom_image":["default"],"title_box_bg_image":[""],"title_box_bg_position":["default"],"metabox_title_box_bg_position_x":[""],"metabox_title_box_bg_position_y":[""],"metabox_title_box_bg_attachment":["default"],"title_box_bg_size":["default"],"metabox_title_box_bg_size_slider":[""],"title_box_bg_repeat":["default"],"disable_title":["default"],"title_box_title_color":[""],"title_box_title_line_color":[""],"disable_breadcrumbs":["default"],"metabox_title_box_breadcrumbs_color":[""],"metabox_title_box_links_color":[""],"metabox_title_box_links_color_hover":[""],"content_bg_transparent":[""],"show_popup_single":[""],"popups_single":[""],"popups_single_event":[""],"popup_single_event_open_delay":[""],"popup_single_event_showing_in":[""],"popup_single_event_date_from":[""],"popup_single_event_date_to":[""],"popup_single_event_time_from":[""],"popup_single_event_time_to":[""],"popup_single_animation":[""],"popup_single_responsive":[""],"separator_footer_copyright_border_t":[""],"name":[""],"email":[""],"phone":[""],"company":[""],"memberId":[""],"testimonial_position":[""],"testimonial_company":[""],"testimonial_bg_img":[""],"testimonial_video_url":[""],"popups_width":[""],"popups_height":[""],"popups_image_bg":[""],"popups_color_bg":[""],"popups_border_radius":[""],"popups_template":[""],"rank_math_analytic_object_id":["41463"]},"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/univest.in\/blogs-2\/wp-content\/uploads\/2026\/09\/Angel_One_Nifty_50_Index_Fund_Direct_Growth_Review_2026_NAV_Returns_Portfolio_Should_You_Invest_neutral.png","_links":{"self":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/230109","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/users\/29"}],"replies":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/comments?post=230109"}],"version-history":[{"count":1,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/230109\/revisions"}],"predecessor-version":[{"id":230126,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/230109\/revisions\/230126"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media\/230108"}],"wp:attachment":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media?parent=230109"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/categories?post=230109"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/tags?post=230109"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}