Nippon India Nifty Junior Bees ETF Charts AnalysisThe **Nippon India ETF Nifty Next 50 Junior BeES** is an open-ended exchange-traded fund (ETF) that aims to replicate the performance of the **Nifty Next 50 Index**, which comprises 50 large-cap companies ranked just below the Nifty 50. This ETF offers investors exposure to potential future Nifty 50 constituents, providing a diversified investment avenue in India's equity market.
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### 🧾 Fund Overview
* **Fund Name:** Nippon India ETF Nifty Next 50 Junior BeES
* **Ticker Symbol:** JUNIORBEES
* **Fund Manager:** Himanshu Mange
* **Inception Date:** February 21, 2003
* **Fund Type:** Open-ended ETF
* **Benchmark Index:** Nifty Next 50 Index
* **Assets Under Management (AUM):** ₹5,863.24 crore (as of April 30, 2025) 
* **Expense Ratio:** 0.17% (Regular Plan) 
* **Risk Level:** Very High 
* **Minimum Investment:** ₹10,000 (lump sum); ₹1,000 (additional); SIP: ₹0 minimum 
* **Exit Load:** None
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### 📈 Performance Snapshot (as of May 30, 2025)
| Period | Absolute Returns | Annualized Returns | |
| --------------- | ---------------- | ------------------ | ---------------------------------------------------------------------------------- |
| 1 Week | -0.50% | — | |
| 1 Month | 3.53% | — | |
| 3 Months | 17.05% | — | |
| 6 Months | -5.33% | — | |
| Year-to-Date | -1.99% | — | |
| 1 Year | -0.34% | -0.33% | |
| 2 Years | 60.76% | 26.75% | |
| 3 Years | 73.98% | 20.25% | |
| 5 Years | 184.44% | 23.22% | |
| 10 Years | 258.26% | 13.59% | |
| Since Inception | 7301.40% | 21.31% | (
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### 💼 Investment Objective & Strategy
The fund seeks to provide returns that closely correspond to the total returns of the **Nifty Next 50 Index**, subject to tracking errors. It invests at least 90% of its total assets in the stocks comprising the underlying index. The Nifty Next 50 Index includes 50 companies from the Nifty 100 after excluding the Nifty 50 constituents, representing the next rung of liquid securities.
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### 📊 Portfolio Composition (as of April 30, 2025)
* **Equity Holdings:** 99.98%
* **Debt Holdings:** 0%
* **Others:** 0.02%
* **Portfolio Turnover Ratio:** 70.00% (indicates active rebalancing compared to category average of 42.56%)
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### 💰 SIP Performance (as of May 30, 2025)
| SIP Duration | Total Investment | Latest Value | Absolute Returns | Annualized Returns | |
| ------------ | ---------------- | ------------ | ---------------- | ------------------ | --------------------------------------------------------- |
| 1 Year | ₹12,000 | ₹11,805.97 | -1.62% | -2.99% | |
| 2 Years | ₹24,000 | ₹28,129.01 | 17.20% | 16.08% | |
| 3 Years | ₹36,000 | ₹48,251.92 | 34.03% | 19.98% | |
| 5 Years | ₹60,000 | ₹96,343.98 | 60.57% | 19.01% | |
| 10 Years | ₹1,20,000 | ₹2,67,873.57 | 123.23% | 15.34% |
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### ✅ Advantages
* **Diversified Exposure:** Provides access to 50 large-cap companies poised to enter the Nifty 50, offering potential for growth.
* **Low Expense Ratio:** At 0.17%, it is cost-effective compared to the category average of 0.85%. 
* **No Exit Load:** Offers liquidity without penalties on redemption.
* **Strong Long-Term Performance:** Demonstrated robust returns over 5 and 10-year periods.( )
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### ⚠️ Considerations
* **High Volatility:** The fund has a 'Very High' risk rating, indicating significant price fluctuations.
* **Recent Short-Term Underperformance:** Negative returns observed in the 1-year and 6-month periods.
* **High Portfolio Turnover:** A turnover ratio of 70% suggests frequent trading, which may impact returns.
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### 🧠 Conclusion
The Nippon India ETF Nifty Next 50 Junior BEES offers investors an opportunity to invest in a diversified portfolio of large-cap companies that are potential candidates for inclusion in the Nifty 50. With a low expense ratio and strong long-term performance, it is suitable for investors with a high-risk tolerance seeking growth over the long term. However, recent short-term underperformance and high volatility should be considered before investing.
