Nippon India BSE Sensex Next 30 Index Fund
🎯Investment Objective
“The fund employs a passive investment approach designed to track the performance of BSE Sensex Next 30 TRI. The fund seeks to achieve this goal by investing in securities constituting the BSE Sensex Next 30 Index in same proportion as in the Index.”
Source: Nippon India BSE Sensex Next 30 Index Fund scheme information document
Asset Allocation
Quarterly comparison data not available.
This fund has over 80% in equity — it's an aggressive allocation. Expect significant volatility but potentially higher long-term returns.
The fund holds 42% in cash — above typical levels. This could indicate the fund manager is waiting for better entry points or being defensive.
Asset Allocation — The Single Most Important Investment Decision →
Sector Allocation
✅ Well-diversified — no sector dominates, with the top 3 at just 35.4%. This spread reduces sector-specific risk.
Holdings-Based Style Box
This fund sits in the Mid-Blend quadrant based on its holdings characteristics.
The fund primarily holds mid-cap stocks (ranked 101–250 by market cap) — offering a balance of growth potential and relative stability. The ‘Blend’ position means the portfolio mixes both value and growth stocks — a balanced approach.
📖 What do Large/Mid/Small Cap mean? →Key Metrics
Fund DNA
Portfolio Holdings32 positions
The Weight column shows how much of the fund's money is in each stock. The 3M Change reveals the fund manager's recent moves — increasing weight (↑ green) means they're buying more, decreasing (↓ red) means they're trimming. Click any stock name to see its detailed financials on Equiscale.
📖 Learn: Diversification & Asset Allocation →| # | Company | Sector | Allocation | Weight (%) | 3M Change | View |
|---|---|---|---|---|---|---|
| 1 | Triparty Repo | Other / Non-Equity | 35.2% | — | ||
| 2 | Shriram Finance Limited | Finance | 5.8% | — | ||
| 3 | Hindalco Industries Limited | Non - Ferrous Metals | 5.1% | — | ||
| 4 | Vedanta Limited | Diversified Metals | 4.6% | — | ||
| 5 | JSW Steel Limited | Ferrous Metals | 4.5% | — | ||
| 6 | Bajaj Auto Limited | Automobiles | 4.3% | — | ||
| 7 | Eicher Motors Limited | Automobiles | 4.2% | — | ||
| 8 | Oil & Natural Gas Corporation Limited | Oil | 4.2% | — | ||
| 9 | Grasim Industries Limited | Cement & Cement Products | 4.1% | — | ||
| 10 | Coal India Limited | Consumable Fuels | 3.8% | — |
Check Holdings Overlap
Sign in to see if this fund's holdings overlap with stocks already in your portfolio. Knowing your total exposure helps avoid accidental over-concentration.
Sign In to Check OverlapReturns
| 1M | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|
| — | — | -7.48% | — | — | — |
Performance
This chart shows the fund's NAV growth over time. Since inception, this fund has delivered a CAGR of -4.9%.
Investment Calculator
Estimate future value based on Nippon India BSE Sensex Next 30 Index Fund's historical returns
⚠️ Important Disclaimer
This projection uses past returns (12% CAGR) which do NOT guarantee future performance. Actual returns may vary significantly.
💡 Why SIP works: Investing ₹10,000/month uses rupee cost averaging — buying more units when markets dip. Over 5 years, this smooths out volatility.
👤Fund Manager
Fund manager information is not available for this fund.
Similar Funds
All mutual fund data is for educational purposes only. Past performance does not guarantee future returns. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Equiscale does not provide investment advice.