Should I invest in Nippon India Nifty Next 50 Junior BeES FoF?

We don't give personal investment advice. Nippon India Nifty Next 50 Junior BeES FoF - Direct Plan - Growth Plan - Growth Option is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 25.9%. 5-year CAGR: 13.59%.

Nippon India

Nippon India Nifty Next 50 Junior BeES FoF - Direct Plan - Growth Plan - Growth Option

Latest NAV

₹27.1045

As of

17 Jul 2026

1,810 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.11%	-0.19%	+0.08	79 / 141	Q3
1W	-0.74%	-4.11%	+3.38	83 / 146	Q3
2W	-0.59%	-4.91%	+4.31	82 / 146	Q3
1M	-0.49%	-5.57%	+5.07	79 / 146	Q3
3M	+2.40%	-4.67%	+7.07	32 / 146	Q1
6M	+4.71%	-5.06%	+9.78	14 / 135	Q1
YTD	+3.72%	-1.86%	+5.58	33 / 130	Q2
1Y	+5.26%	+16.71%	-11.45	78 / 117	Q3
2Y	-0.90%	+9.84%	-10.74	73 / 86	Q4
3Y	+18.14%	+11.21%	+6.93	24 / 78	Q2
4Y	+16.73%	+9.00%	+7.73	25 / 69	Q2
5Y	+13.59%	+3.02%	+10.57	19 / 53	Q2
7Y	+15.75%	-0.04%	+15.79	14 / 39	Q2
10Y	—	—	—	—	—
Inception	+14.16%	+10.47%	+3.68	43 / 146	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+3.72%	+2.06%	+1.66	33 / 124
2025	+1.97%	+36.63%	-34.66	79 / 86
2024	+27.79%	+17.92%	+9.88	6 / 74
2023	+27.33%	+19.60%	+7.74	13 / 70
2022	+0.72%	-5.29%	+6.01	44 / 60
2021	+29.50%	+15.46%	+14.04	9 / 48
2020	+15.34%	+14.30%	+1.05	19 / 41
2019	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+18.67%

78 windows

min -23.4% · max 69.7%

74% positive

3-Year rolling

+18.53%

54 windows

min 11.3% · max 23.8%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

+19.37%

29 windows

min 13.6% · max 26.8%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

+14.76%

5 windows

min 13.0% · max 15.9%

100% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

17.41%

3-year · annualised

Sharpe ratio

0.67

vs risk-free 6.5%

Sortino ratio

1.13

Downside-only deviation

Max drawdown

-25.91%

Sep 2024 → Feb 2025

% positive months

58.3%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Fund of Funds - Domestic

Scheme	Fund house	NAV	As of
HDFC Diversified Equity All Cap Active FOF - Direct Plan - Growth Plan	HDFC	₹10.2128	17 Jul 2026
ICICI Prudential Aggressive Hybrid Active FOF - Direct Plan - Growth	ICICI Prudential	₹244.4292	17 Jul 2026
Invesco India Gold ETF Fund of Fund - Direct Plan - Growth	Invesco	₹40.6924	17 Jul 2026
Bandhan Aggressive Hybrid Passive FOF - Direct Plan - Growth	Bandhan	₹53.5565	17 Jul 2026
Aditya Birla Sun Life Aggressive Hybrid Omni FOF- Direct Plan - Growth Option	Aditya Birla Sun Life	₹47.0216	17 Jul 2026
Franklin India Dynamic Asset Allocation Active Fund Of Funds - Direct - Growth	Franklin India	₹190.8012	17 Jul 2026
Mirae Asset BSE 200 Equal Weight ETF Fund of Fund - Direct Plan - Growth	Mirae Asset	₹11.7260	17 Jul 2026
Kotak Gold Fund Growth	Kotak	₹53.5283	17 Jul 2026
Edelweiss Gold and Silver ETF FOF - Direct Plan - Growth	Edelweiss	₹31.7710	17 Jul 2026
DSP Gold ETF Fund of Fund - Direct - Growth	DSP	₹22.0719	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹27.1045
16 Jul 2026	₹27.1349
15 Jul 2026	₹27.1999
14 Jul 2026	₹27.1145
13 Jul 2026	₹27.2124
10 Jul 2026	₹27.3055
9 Jul 2026	₹26.9556
8 Jul 2026	₹26.7484
7 Jul 2026	₹27.2511
6 Jul 2026	₹27.4103

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of Nippon India Nifty Next 50 Junior BeES FoF - Direct Plan - Growth Plan - Growth Option is ₹27.1045. It's a Fund of Funds - Domestic from Nippon India, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Nippon India Nifty Next 50 Junior BeES FoF - Direct Plan - Growth Plan - Growth Option has NAV history starting from 11 Mar 2019, a track record of about 7 years 4 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Nippon India Nifty Next 50 Junior BeES FoF - Direct Plan - Growth Plan - Growth Option is managed by Nippon India. It's classified by AMFI under the 'Fund of Funds - Domestic' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Nippon India Nifty Next 50 Junior BeES FoF - Direct Plan - Growth Plan - Growth Option has delivered a absolute return of 5.26% — -11.45 pp behind the Fund of Funds - Domestic category average of 16.71%. The fund ranks #78 of 117 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Nippon India Nifty Next 50 Junior BeES FoF - Direct Plan - Growth Plan - Growth Option has delivered a CAGR of 18.14% — +6.93 pp ahead of the Fund of Funds - Domestic category average of 11.21%. The fund ranks #24 of 78 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Nippon India Nifty Next 50 Junior BeES FoF - Direct Plan - Growth Plan - Growth Option has delivered a CAGR of 13.59% — +10.57 pp ahead of the Fund of Funds - Domestic category average of 3.02%. The fund ranks #19 of 53 in its category — the second (Q2) quartile.

₹1 lakh invested in Nippon India Nifty Next 50 Junior BeES FoF - Direct Plan - Growth Plan - Growth Option exactly 5 years ago would be worth approximately ₹189,141 today — a multiplier of 1.89×, based on the 5-year CAGR of 13.59%. The category average over the same window would have grown ₹1 lakh to ₹116,065.

A ₹10,000 monthly SIP in Nippon India Nifty Next 50 Junior BeES FoF - Direct Plan - Growth Plan - Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹845,895 today. That's an XIRR (money-weighted annualised return) of 13.70%.

Nippon India Nifty Next 50 Junior BeES FoF - Direct Plan - Growth Plan - Growth Option doesn't yet have 10 years of NAVs. Over the longest available window (7-year SIP), ₹10,000/month would have grown to ₹1,469,898 — XIRR 15.70%.

On a 5-year basis, Nippon India Nifty Next 50 Junior BeES FoF - Direct Plan - Growth Plan - Growth Option ranks #19 out of 53 funds in the Fund of Funds - Domestic category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 3.02%; this fund delivered 13.59%.

The worst peak-to-trough decline Nippon India Nifty Next 50 Junior BeES FoF - Direct Plan - Growth Plan - Growth Option has experienced over the last 5-year window is 25.91% — its NAV fell from a high on 27 Sep 2024 to a low on 28 Feb 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Nippon India Nifty Next 50 Junior BeES FoF - Direct Plan - Growth Plan - Growth Option averaged 19.37% (best 26.77%, worst 13.59%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.43 — weak risk-adjusted performance.

In calendar year 2025, Nippon India Nifty Next 50 Junior BeES FoF - Direct Plan - Growth Plan - Growth Option returned 1.97% — lagging the Fund of Funds - Domestic category average of 36.63% by 34.66 pp. It ranked #79 of 86 in its category that year.

Nippon India Nifty Next 50 Junior BeES FoF - Direct Plan - Growth Plan - Growth Option doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. Nippon India Nifty Next 50 Junior BeES FoF - Direct Plan - Growth Plan - Growth Option is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 25.9%. 5-year CAGR: 13.59%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.

Nippon India Nifty Next 50 Junior BeES FoF - Direct Plan - Growth Plan - Growth Option

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Risk profile

Peers in Fund of Funds - Domestic

Recent NAVs

Frequently asked questions

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