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: 13.17%.

Nippon India

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

Latest NAV

₹26.3299

As of

3 Jun 2026

1,779 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.

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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	+0.28%	+0.29%	-0.01	76 / 141	Q3
1W	-1.10%	-4.10%	+3.01	96 / 146	Q3
2W	+1.67%	-3.71%	+5.38	7 / 146	Q1
1M	-0.26%	-1.37%	+1.11	112 / 146	Q4
3M	+2.31%	-4.09%	+6.40	21 / 142	Q1
6M	+1.68%	+5.38%	-3.69	75 / 128	Q3
YTD	+1.23%	+0.92%	+0.30	76 / 130	Q3
1Y	+5.41%	+26.48%	-21.07	53 / 111	Q2
2Y	+0.35%	+14.22%	-13.87	76 / 85	Q4
3Y	+18.96%	+13.46%	+5.51	27 / 78	Q2
4Y	+16.87%	+8.74%	+8.13	20 / 67	Q2
5Y	+13.17%	+3.43%	+9.74	21 / 53	Q2
7Y	+14.63%	+0.33%	+14.30	14 / 39	Q2
10Y	—	—	—	—	—
Inception	+14.03%	+13.78%	+0.25	44 / 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	+1.23%	+4.98%	-3.75	75 / 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

+18.13%

77 windows

min -26.0% · max 68.4%

70% positive

3-Year rolling

+18.11%

52 windows

min 10.7% · max 24.4%

100% positive

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

5-Year rolling

+19.38%

28 windows

min 13.1% · max 23.7%

100% positive

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

7-Year rolling

+14.01%

4 windows

min 12.5% · max 15.2%

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

18.09%

3-year · annualised

Sharpe ratio

0.70

vs risk-free 6.5%

Sortino ratio

1.13

Downside-only deviation

Max drawdown

-25.91%

Sep 2024 → Feb 2025

% positive months

75.0%

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	₹9.6507	3 Jun 2026
Nippon India Diversified Equity Flexicap Passive FoF - Direct Plan - Growth Option	Nippon India	₹20.6106	3 Jun 2026
SBI GOLD FUND REGULAR PLAN - GROWTH	SBI	₹45.0074	3 Jun 2026
ICICI Prudential BHARAT 22 FOF - Cumulative Option	ICICI Prudential	₹34.5806	3 Jun 2026
Invesco India Gold ETF Fund of Fund - Direct Plan - Growth	Invesco	₹44.7329	3 Jun 2026
Bandhan Aggressive Hybrid Passive FOF - Direct Plan - Growth	Bandhan	₹52.4580	3 Jun 2026
Quantum Gold Savings Fund - Direct Plan Growth Option	Quantum	₹59.1417	3 Jun 2026
Aditya Birla Sun Life Gold Fund - Growth - Direct Plan	Aditya Birla Sun Life	₹46.6066	3 Jun 2026
Motilal Oswal 5 Year G-Sec Fund Of Fund Direct -Growth	Motilal Oswal	₹12.9175	3 Jun 2026
Mirae Asset BSE 200 Equal Weight ETF Fund of Fund - Direct Plan - Growth	Mirae Asset	₹11.3540	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹26.3299
2 Jun 2026	₹26.4533
1 Jun 2026	₹26.3798
29 May 2026	₹26.8221
27 May 2026	₹27.0754
26 May 2026	₹26.7462
25 May 2026	₹26.7156
22 May 2026	₹26.3165
21 May 2026	₹26.1847
20 May 2026	₹26.1118

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 03 Jun 2026, the NAV of Nippon India Nifty Next 50 Junior BeES FoF - Direct Plan - Growth Plan - Growth Option is ₹26.3299. 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 2 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 5.41% — -21.07 pp behind the Fund of Funds - Domestic category average of 26.48%. The fund ranks #53 of 111 in its category — the second (Q2) 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 18.96% — +5.51 pp ahead of the Fund of Funds - Domestic category average of 13.46%. The fund ranks #27 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 13.17% — +9.74 pp ahead of the Fund of Funds - Domestic category average of 3.43%. The fund ranks #21 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 ₹185,649 today — a multiplier of 1.86×, based on the 5-year CAGR of 13.17%. The category average over the same window would have grown ₹1 lakh to ₹118,363.

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 ₹841,972 today. That's an XIRR (money-weighted annualised return) of 13.51%.

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 ₹1,461,337 — XIRR 15.53%.

On a 5-year basis, Nippon India Nifty Next 50 Junior BeES FoF - Direct Plan - Growth Plan - Growth Option ranks #21 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 3.43%; this fund delivered 13.17%.

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 19.38% (best 23.75%, worst 13.07%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.44 — 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: 13.17%.

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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