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.
Low
Moderately Low
Moderate
Moderately High
High
Moderately High risk
0.0%
Expense Ratio
10th Nov, 2017
Launched (2y ago)
₹
302
AUM in Crores
INF204KB1RS1
ISIN
No Lock-in
Lock-in
S&P BSE 200 India TR INR
Benchmark
₹
0
SIP Minimum
₹
5000
Lumpsum Min.
Fund Managers
Ashwani Kumar
Fund Manager
Dhrumil Shah
Fund Manager
Kinjal Desai
Fund Manager
Manish Gunwani
Fund Manager
Meenakshi Dawar
Fund Manager
Returns Calculator Comparison
of
for
Instrument
Returns
Total Corpus
Gains
Annualised %
Mutual Fund
11.25%
EPF
Property
PPF
Bank FD
Gold
Savings Bank
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.
Nippon Life India Asset Management Ltd manages assets worth ₹ 175,847 crores. It's current offering of mutual fund schemes includes 87 equity, 369 debt and 31 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment
asset class such as large cap, diversified, liquid etc. When you invest
for an objective, the algorithm suggests the appropriate asset class and
funds.
Top Ranked
These funds are the top performers within a category of mutual funds considering a combination of criteria. The best amongst these funds are also labelled as Scripbox Recommended.
Not Recommended
Scripbox algorithm classifies funds as "not recommended" when they perform poorly on a combination of criteria. These funds are usually the poorest performers within a category.
Track Record
We look at consistent and long historical performance for our analysis
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are
preferred
Category View
We check if the sub-category of the fund is recommended by us
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack
Track Record
We look at consistent and long historical performance for our analysis
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better
Equity Funds
Debt Funds
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make the best out of your investments
About Nippon India Capital Builder Fund IV Series B (Growth)
About Nippon India Capital Builder Fund IV Series B (Growth)
Nippon India Capital Builder Fund IV Series B (Growth) is a Diversified Equity fund and has delivered an annualised return of -11.62% over a period of 2 years.
The fund was previously known as Reliance Capital Builder IV Sr B Reg Gr.
The fund is managed by Nippon Life India Asset Management Ltd.
The fund managers are Ashwani Kumar, Dhrumil Shah, Kinjal Desai, Manish Gunwani, Meenakshi Dawar.
Nippon India Capital Builder Fund IV Series B (Growth) Investment Objective
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.
However, there is no assurance that the objective of the scheme will be realized.
Nippon India Capital Builder Fund IV Series B (Growth) NAV, AUM and Risk
The fund was launched on 2017-11-10. The NAV of the fund as of 2020-10-27 is ₹ 6.98. The total AUM of the fund as of 2020-10-27 is ₹ 302 Cr. The category risk of the fund is Moderately High risk
The fund charges 0.0 % as expense ratio.
Nippon India Capital Builder Fund IV Series B (Growth) Holdings
The fund’s highest allocation is towards equity and has invested 95.36% in this asset class.
The top three holdings of the fund are reliance industries ltd, triparty repo and housing development finance corp ltd.
Nippon India Capital Builder Fund IV Series B (Growth) SIP
The minimum SIP(Systematic Investment Plan) amount for this 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.
Nippon India Capital Builder Fund IV Series B (Growth) Investment volatility and Horizon
This fund 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.
