Nippon India ETF Nifty Dividend Opportunities 50
🎯Investment Objective
“The fund employs a passive investment approach designed to track the performance of Nifty Dividend Opportunities 50 TRI. The fund seeks to achieve this goal by investing in securities constituting Nifty Dividend Opportunities 50 Index in same proportion as in the Index.”
Source: Nippon India ETF Nifty Dividend Opportunities 50 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.
Asset Allocation — The Single Most Important Investment Decision →
Sector Allocation
Moderately concentrated — the top 3 sectors hold 53.5% of the portfolio. This is typical for a well-managed diversified fund.
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 Holdings51 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 | State Bank of India | Banks | 12.5% | — | ||
| 2 | Infosys Limited | IT - Software | 7.9% | — | ||
| 3 | ITC Limited | Diversified FMCG | 7.7% | — | ||
| 4 | Tata Consultancy Services Limited | IT - Software | 6.8% | — | ||
| 5 | Hindustan Unilever Limited | Diversified FMCG | 5.3% | — | ||
| 6 | NTPC Limited | Power | 4.6% | — | ||
| 7 | Shriram Finance Limited | Finance | 3.8% | — | ||
| 8 | HCL Technologies Limited | IT - Software | 3.7% | — | ||
| 9 | Power Grid Corporation of India Limited | Power | 3.4% | — | ||
| 10 | Vedanta Limited | Diversified Metals | 3.1% | — |
Check Holdings Overlap
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Sign In to Check OverlapReturns
| 1M | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|
| — | — | — | -1.66% | +15.1% | +15.05% |
Performance
This chart shows the fund's NAV growth over time. Since inception, this fund has delivered a CAGR of 13.0%.
Investment Calculator
Estimate future value based on Nippon India ETF Nifty Dividend Opportunities 50's historical returns
⚠️ Important Disclaimer
This projection uses past returns (15.1% 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.
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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.