• Mutual Funds
  • Nippon Mutual Fund
  • Nippon India Capital Builder Fund IV Series B (Growth)

Formerly Nippon India Cap BuildIV Sr B Reg Gr

Nippon Mutual Fund

Nippon India Capital Builder Fund IV Series B (Growth)

EquityDiversified

13.298

NAV (Jan 06)

5.8%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

13.298

NAV (Jan 6)

Fund Returns

Last 1Y
-2.7%
Last 3Y
19.7%
Last 5Y
5.8%
Last 10Y
NA
Since Inception
5.7%
6 Month CAGR
11.8%

Scheme Information

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.

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
Fund Managers

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Nippon India Capital Builder Fund IV Series B (Growth)70%8,42,314 1,09,7025.8%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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.

Asset allocation and Holdings

Last updated on 2023-01-06

Top Stock Holdings

See all holdings

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 14,075 cr

₹ 17,313 cr

₹ 21,475 cr

₹ 53,505 cr

₹ 41,281 cr

amc-img

About the AMC

Nippon Life India Asset Management Ltd

Nippon Life India Asset Management Ltd manages assets worth 339,098 crores and was set up on 24 February 1995. It's current offering of mutual fund schemes includes 105 equity,425 debt and 71 hybrid funds.amc-img
phone-img022-33031000
Fund NameScripbox 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) Review

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).

Frequently Asked Questions

What is Nippon India Capital Builder Fund IV Series B (G)?

Nippon India Capital Builder Fund IV Series B (G) is a Diversified Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

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.