Can I invest in SIP and Lumpsum in Nippon India ETF BSE Sensex Direct Growth?

Yes, you can invest both lumpsum and SIP in Nippon India ETF BSE Sensex. Minimum lumpsum investment Nippon India ETF BSE Sensex is ₹5,000 and minimum SIP amount is 0% . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of Nippon India ETF BSE Sensex Direct Growth?

The latest NAV (Net Asset Value) of Nippon India ETF BSE Sensex is Nippon India ETF BSE Sensex is ₹869.09 as on 2025-01-16.

Which are the biggest stock holdings of Nippon India ETF BSE Sensex?

The 5 biggest stock holdings of Nippon India ETF BSE Sensex are: HDFC Bank (14.75%), ICICI Bank (9.95%), Reliance Industr (9.05%), Infosys (7.47%), ITC (4.92%)

What are the top sectors Nippon India ETF BSE Sensex invests in?

A majority of Nippon India ETF BSE Sensex 's AUM worth ₹12,517.84 (Cr) is invested in these 3 top sectors: Banks : 34.79% IT-Software : 14.48% Petroleum Products : 9.84%

Mutual Funds
Nippon India ETF BSE Sensex

Nippon India ETF BSE Sensex

ETFs Fund

Invest Now

NAV
869.09(0.42%)
Fund Size (CR)
₹12,517.84
Expense Ratio
0.04
Scheme Type
Passive Fund
Value Research

Min. investment
₹5,000
Minimum Additional Investment
₹0
Minimum SIP Investment
₹undefined
Minimum Withdrawal
₹0
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
0%
Return Since Launch
12.03%

Absolute Return: -5.32%

Annualized Return: 0%

Basic Details

Scheme Manager

Himanshu Mange

Bench Mark

BSE Sensex TRI

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	8 January 2025	9817.70	-1.82%	-	-1.91%	88/234
1 Month	13 December 2024	9340.09	-6.60%	-	-5.40%	135/232
3 Month	15 October 2024	9391.64	-6.08%	-	-5.68%	93/228
6 Month	15 July 2024	9548.54	-4.51%	-	-2.94%	100/214
1 Year	15 January 2024	10581.95	5.82%	5.82%	12.62%	155/190
3 Year	14 January 2022	13007.38	30.07%	9.16%	11.99%	74/119
5 Year	15 January 2020	19382.30	93.82%	14.15%	14.65%	50/80
Since Inception	24 September 2014	32289.18	222.89%	12.03%	15.83%	136/234

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 February 2024	1,20,000	119374.19	-0.52%	-0.52%
3 Year	1 February 2022	3,60,000	431018.92	19.73%	6.19%
5 Year	3 February 2020	6,00,000	872706.92	45.45%	7.78%
10 Year	2 February 2015	12,00,000	2489304.28	107.44%	7.57%

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

3.54%

Standard Deviation

1.00%

Beta

0.53%

Sharpe Ratio

0.06%

Treynor's Ratio

1.27%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
HDFC Bank	14.75%	10418454	1846.62	Equity	Banks
ICICI Bank	9.95%	9714284	1245.37	Equity	Banks
Reliance Industr	9.05%	9316391	1132.36	Equity	Refineries
Infosys	7.47%	4973842	935.43	Equity	IT - Software
ITC	4.92%	12746363	616.48	Equity	Tobacco Products
Bharti Airtel	4.68%	3684946	585.22	Equity	Telecomm-Service
Larsen & Toubro	4.64%	1609173	580.59	Equity	Infrastructure Developers & Operators
TCS	4.57%	1394838	571.49	Equity	IT - Software
St Bk of India	3.36%	5283973	420.10	Equity	Banks
Axis Bank	3.34%	3919719	417.55	Equity	Banks

Peer Comparison

Scheme Name	Value Research	Asset Size (Cr)	1M	3M	6M	1Y	3Y

News

Nippon India Balanced Advantage Fund announces Income Distribution cum Capital Withdrawal (IDCW)
Nippon India Mutual Fund has announced 13 December 2024 as the record date for declaration of Income Distribution cum Capital Withdrawal (IDCW) on the face value of Rs 10 per unit under the regular plan ' IDCW payout and direct plan ' IDCW payout of Nippon India Balanced Advantage Fund. The quantum of distribution will be Rs 0.2000 per unit under each plan / option as on the record date.
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Nippon India Balanced Advantage Fund announces Income Distribution cum Capital Withdrawal (IDCW)
Nippon India Mutual Fund has announced 14 November 2024 as the record date for declaration of Income Distribution cum Capital Withdrawal (IDCW) on the face value of Rs 10 per unit under the regular plan ' IDCW payout and direct plan ' IDCW payout of Nippon India Balanced Advantage Fund. The quantum of distribution will be Rs 0.2000 per unit under each plan / option as on the record date.
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Nippon India Mutual Fund announces change in Exit Load Structure

Nippon India Mutual Fund has announced change in exit load structure under following scheme stands revised with effect from 15 October 2024

Change in Exit Load:

Name of the Scheme	Existing Load Structure	Revised Load Structure
Nippon India Index Fund ' Nifty 50 Plan	0.25% if redeemed or switched out on or before completion of 7 days from the date of allotment of units. Nil if redeemed or switched out after completion of 7 days from the date of allotment of units.	Nil
Nippon India Index Fund - BSE Sensex Plan	0.25% of the applicable NAV if redeemed or switched out on or before completion of 7 days from the date of allotment of units. There shall be no exit load after completion of 7 days from the date of allotment of units.	Nil

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Fund House Details & Investment Objective

Date of Incorporation

17 September 2014

Total AUM (Cr)

₹12517.84

Nippon India ETF BSE Sensex is an ETFs Fund-oriented fund from the renowned AMC, Nippon India Mutual Fund. Launched in 17 September 2014, this fund is managed by Himanshu Mange. With assets under management (AUM) worth ₹12,517.84 (Cr), as of 16 January 2025, Nippon India ETF BSE Sensex is categorized as a ETFs Fund within its segment. The fund has generated a return of 12.03% since its launch.
The current NAV of Nippon India ETF BSE Sensex is ₹869.09, as on 16 January 2025. The fund's benchmark index is BSE Sensex TRI. You can invest in Nippon India ETF BSE Sensex via both lumpsum and SIP modes. The minimum SIP amount in the fund is - while the minimum lumpsum investment is ₹5,000.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
Nil The fund has generated 9.16% and 14.15% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 99.99% in Equity, 0.11% in Debt and -0.10% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 34.79% in Banks, 14.48% in IT-Software, 9.84% in Petroleum Products, 7.39% in Diversified FMCG, 6.40% in Automobiles

FAQs

How to Invest in Nippon India ETF BSE Sensex Direct Growth?

Nippon India ETF BSE Sensex is a popular fund in the ETFs Fund segment. The fund has generated a return of 12.03% since inception. Looking to invest in Nippon India ETF BSE Sensex How about earning 1% extra return? All this is possible with m.Stock! Investing in Nippon India ETF BSE Sensex is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, Nippon India ETF BSE Sensex
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in Nippon India ETF BSE Sensex today and reap the benefits of this ETFs Fund fund!

How much returns has Nippon India ETF BSE Sensex Direct Growth generated?

In the short term, i.e., 1 year, Nippon India ETF BSE Sensex has generated annualised return of 5.82%. In the long-term, the fund has generated 9.16% and 14.15% in 3 and 5 years respectively. Since its inception, the fund has generated 12.03% returns.

What is the expense ratio of Nippon India ETF BSE Sensex Direct Growth?

The expense ratio of Nippon India ETF BSE Sensex Direct Growth is 0.04%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of Nippon India ETF BSE Sensex Fund Direct Growth?

The Assets Under Management (AUM) of Nippon India ETF BSE Sensex is ₹12,517.84 (Cr) as of 2025-01-16 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from Nippon India ETF BSE Sensex Direct Growth?

Redeeming or selling units of Nippon India ETF BSE Sensex is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from Nippon India ETF BSE Sensex:

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case Nippon India ETF BSE Sensex).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).