{"id":250086,"date":"2026-09-16T16:16:06","date_gmt":"2026-09-16T10:46:06","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/nippon-india-nifty-500-low-volatility-50-index-fund-direct-growth-review-2026\/"},"modified":"2026-09-16T16:16:06","modified_gmt":"2026-09-16T10:46:06","slug":"nippon-india-nifty-500-low-volatility-50-index-fund-direct-growth-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/nippon-india-nifty-500-low-volatility-50-index-fund-direct-growth-review-2026\/","title":{"rendered":"Nippon India Nifty 500 Low Volatility 50 Index Fund Direct Growth Review 2026: NAV, Returns, Portfolio &#038; Should You Invest?"},"content":{"rendered":"<p><a href=\"https:\/\/univest.in\/mutual-funds\/nippon-india-nifty-500-low-volatility-50-index-fund-g-direct-plan\">Nippon India Nifty 500 Low Volatility 50 Index Fund Direct Growth Plan<\/a> currently has a NAV of \u20b910.359 as of 15 September 2026, with scheme AUM of \u20b927 Cr. Its 1-year, 3-year and 5-year returns are -4.7%, 0% and 0%, and the risk label is High Risk. Our view is that the fund suits investors who understand that a low-volatility screen can still deliver uneven short-term outcomes, especially when the benchmark itself is weak.<\/p>\n<p>The fund has been live only since 7 May 2025, so the history is still short. For investors who want an index-led strategy with a narrow volatility lens, the current record suggests a defensive idea in design, but not a smooth outcome in execution so far.<\/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\/nippon-india-nifty-500-low-volatility-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\/nippon-india-nifty-500-low-volatility-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\/nippon-india-nifty-500-low-volatility-50-index-fund-direct-growth-review-2026\/#Should_you_BUY_or_HOLD_Nippon_India_Nifty_500_Low_Volatility_50_Index\" title=\"Should you BUY or HOLD Nippon India Nifty 500 Low Volatility 50 Index?\">Should you BUY or HOLD Nippon India Nifty 500 Low Volatility 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\/nippon-india-nifty-500-low-volatility-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\/nippon-india-nifty-500-low-volatility-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\/nippon-india-nifty-500-low-volatility-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\/nippon-india-nifty-500-low-volatility-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\/nippon-india-nifty-500-low-volatility-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\/nippon-india-nifty-500-low-volatility-50-index-fund-direct-growth-review-2026\/#What_is_the_current_NAV_of_Nippon_India_Nifty_500_Low_Volatility_50_Index_Fund_Direct_Growth_Plan\" title=\"What is the current NAV of Nippon India Nifty 500 Low Volatility 50 Index Fund Direct Growth Plan?\">What is the current NAV of Nippon India Nifty 500 Low Volatility 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\/nippon-india-nifty-500-low-volatility-50-index-fund-direct-growth-review-2026\/#What_are_the_funds_1-year_3-year_and_5-year_returns\" title=\"What are the fund\u2019s 1-year, 3-year and 5-year returns?\">What are the fund\u2019s 1-year, 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-11\" href=\"https:\/\/univest.in\/blogs-2\/nippon-india-nifty-500-low-volatility-50-index-fund-direct-growth-review-2026\/#How_has_the_fund_performed_versus_NIFTY_50\" title=\"How has the fund performed versus NIFTY 50?\">How has the fund performed versus NIFTY 50?<\/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\/nippon-india-nifty-500-low-volatility-50-index-fund-direct-growth-review-2026\/#What_are_the_peer_fund_return_comparisons\" title=\"What are the peer fund return comparisons?\">What are the peer fund return comparisons?<\/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\/nippon-india-nifty-500-low-volatility-50-index-fund-direct-growth-review-2026\/#Is_there_a_minimum_SIP_amount\" title=\"Is there a minimum SIP amount?\">Is there a 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\/nippon-india-nifty-500-low-volatility-50-index-fund-direct-growth-review-2026\/#What_are_the_risk_label_portfolio_concentration_and_exit_load\" title=\"What are the risk label, portfolio concentration and exit load?\">What are the risk label, portfolio concentration and 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\/nippon-india-nifty-500-low-volatility-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\/nippon-india-nifty-500-low-volatility-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\/nippon-india-nifty-500-low-volatility-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>\u20b910.359 as of 15 Sep 2026<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b927 Cr<\/td>\n<\/tr>\n<tr>\n<td>Expense Ratio<\/td>\n<td>0.35%<\/td>\n<\/tr>\n<tr>\n<td>Launch Date<\/td>\n<td>07 May 2025<\/td>\n<\/tr>\n<tr>\n<td>Min SIP<\/td>\n<td>\u20b9100<\/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>Jitendra Tolani<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund is managed by Jitendra Tolani.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 15 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>-4.91%<\/td>\n<td>-4.81%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>-2.17%<\/td>\n<td>-3.63%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>-4.7%<\/td>\n<td>-8.27%<\/td>\n<\/tr>\n<tr>\n<td>3Y<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td>5Y<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Recent performance has been mixed. Over the latest month, the fund was slightly weaker than the benchmark, which tells us the low-volatility screen did not prevent a small drop when the market softened. Over three months, however, the fund held up better than the benchmark, and that is the clearest sign of relative resilience in the available record.<\/p>\n<p>The 1-year figure is still negative, but it is less negative than the benchmark. That means the strategy has protected capital better than NIFTY 50 during a weak year, even though it has not generated a positive return. For a new index fund, that kind of relative defence matters more than the absolute number alone.<\/p>\n<p>We should also be careful about the longer view. The fund has only been in market since May 2025, so there is no full 3-year or 5-year history to assess. In that setting, recent underperformance in one month and outperformance over three months point to a pattern of short-run variability rather than a settled long-term track record.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 15 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_Nippon_India_Nifty_500_Low_Volatility_50_Index\"><\/span>Should you BUY or HOLD Nippon India Nifty 500 Low Volatility 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 Nippon India Nifty 500 Low Volatility 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\/nippon-india-nifty-500-low-volatility-50-index-fund-g-direct-plan\">Nippon India Nifty 500 Low Volatility 50 Index Fund Direct Growth Plan<\/a><\/td>\n<td>-4.7%<\/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\/icici-pru-nasdaq-100-index-fund-g-direct-plan\">ICICI Pru NASDAQ 100 Index Fund Direct Growth Plan<\/a><\/td>\n<td>32.61%<\/td>\n<td>29.92%<\/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>25.91%<\/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-capital-market-index-fund-g-direct-plan\">Motilal Oswal Nifty Capital Market Index Fund Direct Growth Plan<\/a><\/td>\n<td>21.71%<\/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-midsmall-financial-services-index-fund-g-direct-plan\">Motilal Oswal Nifty MidSmall Financial Services Index Fund Direct Growth Plan<\/a><\/td>\n<td>20.15%<\/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\/icici-pru-nifty-pharma-index-fund-g-direct-plan\">ICICI Pru Nifty Pharma Index Fund Direct Growth Plan<\/a><\/td>\n<td>18.11%<\/td>\n<td>18.92%<\/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>On available 1-year figures, the fund trails the strongest peer returns by a wide margin and also remains below several other peer funds in this list. That does not by itself tell us the strategy is weak, because the fund is designed around a low-volatility screen rather than a high-growth theme, but it does show that the current stretch has been modest.<\/p>\n<p>For longer periods, the comparison is limited by missing history on the fund itself. The peer table therefore tells two different stories: some peers have established multi-year numbers, while this fund does not yet have a long enough track record to match them on the same horizon. For now, the clearest comparison is that the fund has been more defensive than the benchmark, but not yet strong on absolute return.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 15 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>Tata Consultancy Services Limited<\/td>\n<td>IT<\/td>\n<td>5.39%<\/td>\n<\/tr>\n<tr>\n<td>State Bank of India<\/td>\n<td>Bank<\/td>\n<td>5.16%<\/td>\n<\/tr>\n<tr>\n<td>Sun Pharmaceutical Industries Limited<\/td>\n<td>Healthcare<\/td>\n<td>5.05%<\/td>\n<\/tr>\n<tr>\n<td>NTPC Limited<\/td>\n<td>Power<\/td>\n<td>4.65%<\/td>\n<\/tr>\n<tr>\n<td>Bharti Airtel Limited<\/td>\n<td>Telecom<\/td>\n<td>4.62%<\/td>\n<\/tr>\n<tr>\n<td>Maruti Suzuki India Limited<\/td>\n<td>Automobile &amp; Ancillaries<\/td>\n<td>4.37%<\/td>\n<\/tr>\n<tr>\n<td>Power Grid Corporation of India Limited<\/td>\n<td>Power<\/td>\n<td>4.28%<\/td>\n<\/tr>\n<tr>\n<td>Bajaj Auto Limited<\/td>\n<td>Automobile &amp; Ancillaries<\/td>\n<td>4.01%<\/td>\n<\/tr>\n<tr>\n<td>Ultratech Cement Limited<\/td>\n<td>Construction Materials<\/td>\n<td>3.92%<\/td>\n<\/tr>\n<tr>\n<td>Divi&#8217;S Laboratories Limited<\/td>\n<td>Healthcare<\/td>\n<td>3.69%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The top 10 holdings account for approximately 45.14% of the portfolio.<\/p>\n<p>To see all holdings, visit the <a href=\"https:\/\/univest.in\/mutual-funds\/nippon-india-nifty-500-low-volatility-50-index-fund-g-direct-plan\">Nippon India Nifty 500 Low Volatility 50 Index Fund Direct Growth Plan<\/a> page<\/p>\n<p>The largest holding is Tata Consultancy Services Limited at 5.39%, which is meaningful but not extreme for an index fund built around a narrow selection rule. The tenth holding is Divi&#8217;S Laboratories Limited at 3.69%, so the decline from the top name to the tenth is fairly shallow. That usually points to a portfolio where the larger positions are spread relatively evenly rather than dominated by one outsized exposure.<\/p>\n<p>Because the top 10 holdings together account for 45.14% and there are 40 disclosed holdings in total, the fund may still have a long tail beyond the visible top names. Even so, the displayed slice shows a cluster of mid-single-digit weights, so a handful of companies could have greater influence on short-term movement than the smallest positions.<\/p>\n<p>Overall, the portfolio does not look highly top-heavy from the disclosed names alone. It appears more balanced across several large positions, which may help explain why the fund is designed to track a low-volatility screen rather than a concentrated thematic bet.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 15 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 is better suited to investors who can accept High Risk classification and still stay patient through uneven short-term outcomes. The available return pattern shows a weak 1-year number, but the recent 3-month move was better than the benchmark, which suggests the strategy can behave differently from the broader market in stressed periods.<\/p>\n<p>A medium-to-long horizon fits this fund better than a short one, mainly because the scheme is still young and the record is limited. The main trade-off is that a low-volatility screen does not guarantee positive returns, especially when market conditions are weak; in exchange, it may offer a steadier path than a plain market-cap-weighted approach over time.<\/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><strong>Exit load:<\/strong> No exit load.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 15 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_Nippon_India_Nifty_500_Low_Volatility_50_Index_Fund_Direct_Growth_Plan\"><\/span>What is the current NAV of Nippon India Nifty 500 Low Volatility 50 Index Fund Direct Growth Plan?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The current NAV is \u20b910.359 as of 15 September 2026.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_are_the_funds_1-year_3-year_and_5-year_returns\"><\/span>What are the fund\u2019s 1-year, 3-year and 5-year returns?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The fund\u2019s 1-year return is -4.7%, while the 3-year and 5-year returns are not available because the scheme does not yet have those full periods of history.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_has_the_fund_performed_versus_NIFTY_50\"><\/span>How has the fund performed versus NIFTY 50?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>It has done better than NIFTY 50 over 3 months and 1 year, but slightly worse over 1 month. That makes the recent picture mixed, with relative resilience over a quarter and a year, but not every short interval.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_are_the_peer_fund_return_comparisons\"><\/span>What are the peer fund return comparisons?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Several peers in the comparison set show much stronger 1-year returns, including 32.61%, 25.91%, 21.71%, 20.15% and 18.11%. The current fund\u2019s 1-year return is -4.7%, so the gap is wide on absolute performance.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Is_there_a_minimum_SIP_amount\"><\/span>Is there a minimum SIP amount?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Yes, the minimum SIP amount is \u20b9100.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_are_the_risk_label_portfolio_concentration_and_exit_load\"><\/span>What are the risk label, portfolio concentration and exit load?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The fund carries a High Risk label, and the top 10 holdings together account for 45.14% of the portfolio. There is no exit load.<\/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>This fund\u2019s short history shows a mixed but informative pattern: the 1-year return is negative, yet recent 3-month performance has been better than the benchmark. Compared with available peer return figures, the current fund is clearly behind on absolute numbers, while still showing some defensive behaviour versus NIFTY 50. The portfolio is led by several mid-single-digit holdings, which points to a relatively balanced top end rather than a single dominant position. That profile may suit investors who want a low-volatility index approach and can tolerate a high-risk label plus an unfinished track record.<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 16 September 2026 at 4:15 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\":\"Nippon India Nifty 500 Low Volatility 50 Index Fund Direct Growth Plan\",\"identifier\":\"nippon-india-nifty-500-low-volatility-50-index-fund-g-direct-plan\",\"category\":\"Index Funds\",\"dateCreated\":\"07 May 2025\",\"isAccessibleForFree\":true,\"additionalProperty\":[{\"@type\":\"PropertyValue\",\"name\":\"NAV\",\"value\":10.359,\"valueReference\":\"as of 15 Sep 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"27 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"0.35\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty 50\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":-4.7},{\"@type\":\"PropertyValue\",\"name\":\"3Y Return\",\"value\":0},{\"@type\":\"PropertyValue\",\"name\":\"5Y Return\",\"value\":0},{\"@type\":\"PropertyValue\",\"name\":\"Fund Managers\",\"value\":\"Jitendra Tolani\"}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the current NAV of Nippon India Nifty 500 Low Volatility 50 Index Fund Direct Growth Plan?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The current NAV is \u20b910.359 as of 15 September 2026.\"}},{\"@type\":\"Question\",\"name\":\"What are the fund\u2019s 1-year, 3-year and 5-year returns?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund\u2019s 1-year return is -4.7%, while the 3-year and 5-year returns are not available because the scheme does not yet have those full periods of history.\"}},{\"@type\":\"Question\",\"name\":\"How has the fund performed versus NIFTY 50?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"It has done better than NIFTY 50 over 3 months and 1 year, but slightly worse over 1 month. That makes the recent picture mixed, with relative resilience over a quarter and a year, but not every short interval.\"}},{\"@type\":\"Question\",\"name\":\"What are the peer fund return comparisons?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Several peers in the comparison set show much stronger 1-year returns, including 32.61%, 25.91%, 21.71%, 20.15% and 18.11%. The current fund\u2019s 1-year return is -4.7%, so the gap is wide on absolute performance.\"}},{\"@type\":\"Question\",\"name\":\"Is there a minimum SIP amount?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Yes, the minimum SIP amount is \u20b9100.\"}},{\"@type\":\"Question\",\"name\":\"What are the risk label, portfolio concentration and exit load?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund carries a High Risk label, and the top 10 holdings together account for 45.14% of the portfolio. There is no exit load.\"}}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Organization\",\"name\":\"Uniapps Investment Adviser Pvt. Ltd.\",\"description\":\"SEBI Registered Investment Adviser INA000017639\"}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Nippon India Nifty 500 Low Volatility 50 Index Fund Direct Growth Plan has a NAV of \u20b910.359 and AUM of \u20b927 Cr as of 15 September 2026. Read our review of returns, portfolio, peers and investor fit.<\/p>\n","protected":false},"author":38,"featured_media":250084,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3841],"tags":[],"class_list":["post-250086","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["250084"],"rank_math_title":["Nippon India Low Volatility 50 NAV &amp; Review 2026"],"rank_math_description":["Nippon India Nifty 500 Low Volatility 50 Index Fund Direct Growth Plan has a NAV of \u20b910.359 and 1Y return of -4.7% as of 15 Sep 2026."],"rank_math_focus_keyword":["Nippon India Nifty 500 Low Volatility 50 Index Fund Direct Growth Plan review"],"rank_math_robots":["a:2:{i:0;s:7:\"noindex\";i:1;s:8:\"nofollow\";}"]},"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/univest.in\/blogs-2\/wp-content\/uploads\/2026\/09\/Nippon_India_Nifty_500_Low_Volatility_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\/250086","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\/38"}],"replies":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/comments?post=250086"}],"version-history":[{"count":0,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/250086\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media\/250084"}],"wp:attachment":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media?parent=250086"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/categories?post=250086"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/tags?post=250086"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}