Skip to main content

NSE launches Nifty 50 Net Total Return Index

NSE Indices launched a new variant of the Nifty 50 index named Nifty 50 Net Total Return (NTR) index.

The Nifty 50 Net Total Return index aims to measure the performance of the Nifty 50 index considering that the cash dividends and the gains from bonus issues are reinvested in the Nifty 50 index after applying relevant withholding tax and capital gains tax respectively.

NIFTY 50


Nifty 50 PRI - Price Return Index - reflects the performance of the index. Current Nifty 50 PRI - 20855.

Nifty 50 TRI - Total Return Index - Nifty 50 PRI + dividends. Current Nifty TRI - 30646.

Nifty 50 NTR - Net Total Return Index - Nifty 50 TRI minus withholding tax and capital gains tax. Data to be updated.

The Nifty 50 Net Total Return index will be computed in two currencies Indian rupee (INR) and US dollar (USD).

The newly launched index will appeal to international investors looking to invest in the Indian equity market, giving a better picture of Nifty 50  real returns.

Popular posts from this blog

Historical Sensex Returns Updated - 2024

Historically Sensex has given returns of about 15% per year, despite volatility and price fluctuations of about -20% to +60%. The following table shows S&P BSE Sensex historical data - start  & close values and the yearly returns of the sensex from 2000 to 2024. So far during the year the   index has hit an all-time high of  75,124   and despite markets hitting all time highs not all stocks make all-time highs. There are many stocks still below their highs. Stocks like HDFC Bank, ITC, Asian paints are still well below their highs and some of them have given low returns over last 3-5 years. Individual or Retail investors can achieve consistent returns through investing via mutual funds , whether it be active or passive. Chasing returns from individual stocks is futile. Be a wise investor !

Mutual Fund AUM Surge 35%

 Mutual fund assets surge 35% in fiscal 2024 to a new high. According to recent report from AMFI, fiscal 2024 turned out to be one of the best years for the domestic mutual funds industry as assets under management (AUM) spurted by nearly Rs 14 lakh crore to a record Rs 53.40 lakh crore as of March 2024 compared with Rs 39.42 lakh crore as of March 2023. Women comprised ~23% of the investors based on their share of the AUM and men ~77%, while individual investors comprised ~60% as against institutional investors ~40%. Equity-oriented fund categories gain on inflows and mark-to-market (MTM) gains. As Nifty 50 gained 33%, most of the AUM increase are from MTM gains. Passive funds growth was muted around 27% as compared to Active funds. Another key take away is investors' adoption of systematic investment plans (SIPs).   SIP continues to rise with monthly net inflows at Rs 19,300 crore in March 2024. For fiscal year 2024, the net inflows through SIPs stood at nearly Rs 2 lakh cro...