Formerly Nippon India Cap BuildIV Sr B Reg Gr
₹ 13.298
NAV (Jan 06)
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 13.298
NAV (Jan 6)
Last 1Y | -2.7% |
Last 3Y | 19.7% |
Last 5Y | 5.8% |
Last 10Y | NA |
Since Inception | 5.7% |
6 Month CAGR | 11.8% |
The investment objective of the scheme is to provide capital appreciation to the investors,which will be in line with their long term savings goal,by investing in a diversified portfolio of equity & equity related instruments with small exposure to fixed income securities. Although,the objective of the Fund is to generate optimal returns,the objective may or may not be achieved.
Expense Ratio | 0 |
Launched (7y ago) | Nov 10, 2017 |
AUM in Crores | 51.331 |
ISIN | INF204KB1RS1 |
Lock-in | No Lock-in |
Benchmark | S&P BSE 200 India TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 26 |
Standard Deviation (5yr) | 24.3 |
Beta (3yr) | 1.07 |
Beta (5yr) | 1.09 |
Sharpe Ratio (3yr) | 0.651 |
Sharpe Ratio (5yr) | 0.148 |
YTM | 0 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Nippon India Capital Builder Fund IV Series B (Growth) | 8,42,314 | 1,09,702 | 5.8% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 14,075 cr | ||
₹ 17,313 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
Nippon Life India Asset Management Ltd
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
5.5% | 6.9% | ||
5.5% | 5.8% | ||
5.5% | 6.7% | ||
5.5% | 6.7% | ||
5.5% | 5.8% |
Nippon India Capital Builder Fund IV Series B (G) is a Diversified Equity fund and has delivered an annualised return of 5.7% over a period of 6 years. The fund was previously known as Nippon India Cap BuildIV Sr B Reg Gr. The fund is managed by Nippon Life India Asset Management Ltd. The fund manager’s name is null.
Nav of Nippon India Capital Builder Fund IV Series B (G) as of 1/6/2023 is ₹13.30 with the total AUM as of 4/18/2024 is ₹51.331. With Scripbox you can compare and check the latest nav for all mutual funds in India. Nippon India Capital Builder Fund IV Series B (G) was launched on Nov 10, 2017. The category risk of the fund is Very High Risk.
The minimum SIP amount for Nippon India Capital Builder Fund IV Series B (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Nippon India Capital Builder Fund IV Series B (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 200 India TR INR.
Nippon India Capital Builder Fund IV Series B (G) is rated as a 0 fund in Equity and delivered -2.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Nippon India Capital Builder Fund IV Series B (G).
What is Nippon India Capital Builder Fund IV Series B (G)?
How to invest in Nippon India Capital Builder Fund IV Series B (G)?
You can invest in Nippon India Capital Builder Fund IV Series B (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Nippon India Capital Builder Fund IV Series B (G)?
The minimum sip amount for Nippon India Capital Builder Fund IV Series B (G) is ₹0. You can invest in multiples of ₹5000.
Is Nippon India Capital Builder Fund IV Series B (G) good to invest in?
As per Scripbox experts, Nippon India Capital Builder Fund IV Series B (G) is a Not Reviewed Yet fund. You can investNippon India Capital Builder Fund IV Series B (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Nippon India Capital Builder Fund IV Series B (G)?
The expense ratio of the Nippon India Capital Builder Fund IV Series B (G) is % for regular plan.