Nippon India ETF Nifty Next 50 Junior BeES
Equity: Large Cap - IDCW (Open ended)
SEBI Riskometer: Very HighCategory: Equity: Large CapBenchmark: NIFTY Next 50 Total Return IndexCheck Portfolio Overlap →
₹782+1.24%
18 Sept 2026
Tracking Difference
Annualised return gap between Nippon India ETF Nifty Next 50 Junior BeES and its benchmark index over 1Y, 3Y, 5Y and 10Y periods, compared to the average of all funds tracking the same benchmark.
| Name | 1 Y | 3 Y | 5 Y | 10 Y |
|---|---|---|---|---|
| Fund | -0.11% | -0.20% | -0.21% | -0.37% |
| Avg. of funds with same benchmark | -0.11% | -0.20% | -0.21% | -0.37% |
Rolling Returns Analysis
Rolling annualized returns of Nippon India ETF Nifty Next 50 Junior BeES across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.
| Metric | 1 Yr Rolling Returns | 3 Yr Rolling Returns | 5 Yr Rolling Returns | 7 Yr Rolling Returns |
|---|---|---|---|---|
| Analysis period | 05 Mar, 2004 - 18 Sep, 2026 | 09 Mar, 2006 - 18 Sep, 2026 | 12 Mar, 2008 - 18 Sep, 2026 | 09 Apr, 2010 - 18 Sep, 2026 |
| Average returns | 21.31% | 16.60% | 14.98% | 14.73% |
| Standard deviation | 33.80% | 11.62% | 6.96% | 4.29% |
| Best returns | 193.08% 1 year ending on 25 Mar, 2010 | 68.24% 3 years ending on 03 May, 2006 | 44.77% 5 years ending on 05 May, 2008 | 34.06% 7 years ending on 05 May, 2010 |
| Worst returns | -68.56% 1 year ending on 23 Jan, 2009 | -14.78% 3 years ending on 09 Mar, 2009 | -2.46% 5 years ending on 09 Mar, 2009 | 6.26% 7 years ending on 23 Feb, 2015 |
| Period with positive return | 76.74% | 93.06% | 99.41% | 100.00% |
| Period with return > 5% | 68.20% | 85.83% | 92.98% | 100.00% |
| Period with return > 10% | 57.13% | 75.81% | 73.42% | 92.81% |
| Period with return > 15% | 49.90% | 56.21% | 47.70% | 38.55% |
| Beat % Category | 54.07% | 59.57% | 69.63% | 77.61% |
| Beat % Benchmark | 51.54% | 54.37% | 59.01% | 67.02% |
Trailing Returns
Point-to-point returns of Nippon India ETF Nifty Next 50 Junior BeES vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.
-5%
0%
5%
10%
15%
4.6%
-5.3%
-7.4%
YTD
-3.0%
-3.2%
-3.3%
1 M
10.3%
2.1%
1.0%
6 M
4.7%
-3.4%
-5.1%
1 Y
16.9%
9.2%
8.1%
3 Y
11.5%
8.4%
7.7%
5 Y
12.9%
11.6%
11.8%
10 Y
Fund
Equity: Large Cap
NIFTY Next 50 Total Return Index
| Name | YTD | 1 M | 6 M | 1 Y | 3 Y | 5 Y | 10 Y | Since Inception |
|---|---|---|---|---|---|---|---|---|
| Fund | 4.60% | -3.04% | 10.34% | 4.74% | 16.86% | 11.54% | 12.94% | 18.21% |
| Equity: Large Cap | -5.33% | -3.24% | 2.08% | -3.45% | 9.21% | 8.39% | 11.55% | - |
| NIFTY Next 50 Total Return Index | -7.37% | -3.27% | 1.00% | -5.08% | 8.08% | 7.72% | 11.82% | - |
| Rank in category | 6 | 27 | 7 | 9 | 6 | 10 | 3 | - |
| Funds in category | 165 | 175 | 168 | 160 | 124 | 101 | 67 | - |
Period Returns
Calendar-year, quarterly and monthly return history of Nippon India ETF Nifty Next 50 Junior BeES. Toggle between bar chart and table view to analyse periodic performance trends.
Historical Performance
Track NAV movement and cumulative returns of Nippon India ETF Nifty Next 50 Junior BeES across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.
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Frequently Asked Questions
What are the 1-year returns of Nippon India ETF Nifty Next 50 Junior BeES?
Nippon India ETF Nifty Next 50 Junior BeES has delivered a 1-year return of 4.74% as of 17 Sep 2026. During the same period, its benchmark NIFTY Next 50 Total Return Index returned -5.08%. The fund has outperformed its benchmark over this period.
What are the 3-year returns of Nippon India ETF Nifty Next 50 Junior BeES?
Nippon India ETF Nifty Next 50 Junior BeES has delivered a 3-year CAGR of 16.86% as of 17 Sep 2026. Its benchmark NIFTY Next 50 Total Return Index returned 8.08% CAGR over the same period. CAGR (Compounded Annual Growth Rate) is the right way to evaluate multi-year ETF performance as it smooths out year-to-year volatility.
What are the 5-year returns of Nippon India ETF Nifty Next 50 Junior BeES?
Nippon India ETF Nifty Next 50 Junior BeES has delivered a 5-year CAGR of 11.54% as of 17 Sep 2026. Its benchmark NIFTY Next 50 Total Return Index returned 7.72% CAGR over the same period. A 5-year track record is considered a more reliable indicator of fund quality than shorter-term performance, as it captures at least one full market cycle.
What are the returns of Nippon India ETF Nifty Next 50 Junior BeES since inception?
Since its launch on 20 Feb 2003, Nippon India ETF Nifty Next 50 Junior BeES has delivered a CAGR of 18.21%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.
How has Nippon India ETF Nifty Next 50 Junior BeES performed vs its category over the long term?
Over the long term, Nippon India ETF Nifty Next 50 Junior BeES has ranked 6 out of 124 funds in the Equity: Large Cap category on a 3-year basis, and 10 out of 101 funds on a 5-year basis. Category rank is one of several factors to consider alongside risk metrics and rolling return consistency when evaluating a fund.
What is the Sharpe ratio of Nippon India ETF Nifty Next 50 Junior BeES?
The Sharpe ratio of Nippon India ETF Nifty Next 50 Junior BeES is 0.70 (as of 17 Sep 2026). The Sharpe ratio measures how much return the fund generates per unit of risk (volatility) taken. A Sharpe ratio above 1.0 is generally considered good — the higher the ratio, the better the risk-adjusted return.
What is the alpha of Nippon India ETF Nifty Next 50 Junior BeES?
The 3Y alpha of Nippon India ETF Nifty Next 50 Junior BeES is 6.99% (as of 17 Sep 2026). Alpha measures the excess return generated by the fund over and above its benchmark NIFTY Next 50 Total Return Index, after adjusting for risk. A positive alpha means the fund manager has added value beyond what the market delivered. A negative alpha means the fund has underperformed its benchmark on a risk-adjusted basis.
What is the beta of Nippon India ETF Nifty Next 50 Junior BeES?
The beta of Nippon India ETF Nifty Next 50 Junior BeES is 1.29 (as of 17 Sep 2026). Beta measures how sensitive the fund is to market movements relative to its benchmark NIFTY Next 50 Total Return Index. A beta of 1 means the fund moves in line with the market. A beta above 1 means it is more volatile than the market; below 1 means it is less volatile. Nippon India ETF Nifty Next 50 Junior BeES's beta of 1.29 indicates it is more aggressive than its benchmark.
What are the rolling returns of Nippon India ETF Nifty Next 50 Junior BeES?
The average 1-year and 3-year rolling returns of Nippon India ETF Nifty Next 50 Junior BeES is 21.31% and 16.60% respectively. Rolling returns show the fund's annualized return across every possible 1-year and 3-year investment window, making them a far more reliable measure of consistency than point-to-point returns, which depend heavily on the start and end date chosen.