Nippon India Nifty 500 Momentum 50 Index Fund

Ticker: mf13126
Decent 48/100

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Business Overview

The Nippon India Nifty 500 Momentum 50 Index Fund is designed for investors seeking exposure to high-performing stocks within the Nifty 500 index. This fund targets companies demonstrating strong momentum, making it ideal for those aiming to capitalize on market trends. With a focus on growth, it offers a strategic approach to wealth creation over the long term.

  • Targets top 50 momentum stocks from the Nifty 500 index
  • Ideal for growth-oriented investors
  • Diversifies investment across high-potential companies
  • Managed by a trusted financial institution
  • Aims for long-term capital appreciation

Investment Thesis

Nippon India Nifty 500 Momentum 50 Index Fund stands out due to its robust promoter credibility, aligning with a strong growth trajectory in digital services. Its attractive valuation compared to peers presents a compelling investment opportunity, making it a favorable choice for retail investors seeking long-term gains.

  • Backed by Nippon Life, a trusted financial powerhouse in India.
  • Capitalizes on the growing trend of digital services across sectors.
  • Offers exposure to high-momentum stocks, enhancing growth potential.
  • Valuation metrics indicate an attractive entry point versus competitors.
  • Diversified portfolio reduces risk while aiming for superior returns.

Opportunity vs Risk

Opportunities
  • Diversified exposure to top 500 stocks
  • Potential for high returns
  • Low expense ratio
  • Strong market momentum
  • Long-term growth potential
Risks ⚠️
  • Market volatility impact
  • Sector concentration risk
  • Economic downturn effects
  • Regulatory changes
  • Management performance variability

Peer Perspective

Nippon India Nifty 500 Momentum 50 Index Fund trades at a slight premium compared to peers like SBI Nifty Index Fund and HDFC Nifty 50 ETF. A rerating could occur with consistent growth acceleration and improved margin stability.
📊 Stock Investment Checklist (100 Points)
Nippon India Nifty 500 Momentum 50 Index Fund • Updated: 2025-09-29 14:17:31
  • 10
    Business
    High
    The fund focuses on a diversified index, which is future-ready but lacks a specific moat.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed in underlying stocks.
  • 10
    Profitability
    High
    ROE and ROCE are decent, but OCF is slightly lower than net profit.
  • 8
    Valuation
    High
    Valuation metrics are in line with peers, but P/E is on the higher side.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 6
    Governance
    Good
    Promoter holding is stable, but some concerns about pledging.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 48 / 100 • Decent
The Nippon India Nifty 500 Momentum 50 Index Fund shows decent potential with consistent growth, but faces challenges in valuation and governance aspects.


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