- Mutual Funds
- Nippon Mutual Fund
- Nippon India Capital Protection Oriented Fund II Plan A (Growth)
Nippon India Capital Protection Oriented Fund II Plan A (Growth)
₹ 18.9818
NAV (Aug 07)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 18.9818
NAV (Aug 7)
Fund Returns
Last 1Y | 8.9% |
Last 3Y | 15.1% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 21.1% |
6 Month CAGR | 6.8% |
Scheme Information
The scheme endeavors to protect the capital by investing in high quality fixed income securities as the primary objective and generate capital appreciation by investing in equity and equity related instruments as a secondary objective. However,there can be no assurance or guarantee that the investment objective of the scheme will be achieved. The Scheme is 'oriented towards protection of capital' and not 'with guaranteed returns'. Further,the orientation towards protection of the capital originates from the portfolio structure of the scheme and not from any bank guarantee,insurance cover etc.
Expense Ratio | 0 |
Launched (4y ago) | Mar 30, 2020 |
AUM in Crores | 43.209 |
ISIN | INF204KB10O8 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty 50 TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 11.7 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.892 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Nippon India Capital Protection Oriented Fund II Plan A (Growth) | 10,67,286 | 3,34,674 | 15.1% | |
| 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.
Asset allocation and Holdings
Top Stock Holdings
Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 33,502 cr | ||
₹ 10,737 cr | ||
₹ 8,943 cr | ||
₹ 3,102 cr | ||
₹ 1,868 cr |
About the AMC
Nippon Life India Asset Management Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.5% | 6.9% | ||
5.5% | 6.7% | ||
5.5% | 5.8% | ||
5.5% | 6.7% | ||
5.5% | 5.8% |
Nippon India Capital Protection Oriented Fund II Plan A (G) Review
Nippon India Capital Protection Oriented Fund II Plan A (G) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 21.1% over a period of 4 years. The fund is managed by Nippon Life India Asset Management Ltd. The fund managers are Anju Chhajer, Ashutosh Bhargava.
Nav of Nippon India Capital Protection Oriented Fund II Plan A (G) as of 8/7/2023 is ₹18.98 with the total AUM as of 4/24/2024 is ₹43.209. With Scripbox you can compare and check the latest nav for all mutual funds in India. Nippon India Capital Protection Oriented Fund II Plan A (G) was launched on Mar 30, 2020. The category risk of the fund is Low Risk.
The minimum SIP amount for Nippon India Capital Protection Oriented Fund II Plan A (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.
Frequently Asked Questions
What is Nippon India Capital Protection Oriented Fund II Plan A (G)?
How to invest in Nippon India Capital Protection Oriented Fund II Plan A (G)?
You can invest in Nippon India Capital Protection Oriented Fund II Plan A (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 Protection Oriented Fund II Plan A (G)?
The minimum sip amount for Nippon India Capital Protection Oriented Fund II Plan A (G) is ₹0. You can invest in multiples of ₹5000.
Is Nippon India Capital Protection Oriented Fund II Plan A (G) good to invest in?
As per Scripbox experts, Nippon India Capital Protection Oriented Fund II Plan A (G) is a Not Reviewed Yet fund. You can investNippon India Capital Protection Oriented Fund II Plan A (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 Protection Oriented Fund II Plan A (G)?
The expense ratio of the Nippon India Capital Protection Oriented Fund II Plan A (G) is % for regular plan.