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  • Nippon Life India Asset Management Ltd
  • Nippon India Fixed Horizon Fund XXXVII Series 5 (Dividend Payout - Annually)

Formerly Reliance FHF XXXVII Ser 5 Reg Div

Nippon India Fixed Horizon Fund XXXVII Series 5 (Dividend Payout - Annually)

Nippon India Fixed Horizon Fund XXXVII Series 5 (Dividend Payout - Annually)

DebtFixed Maturity Plan

12.4109

NAV (Mar 05)

Scripbox Opinion

Not Reviewed yet

Our analysis of this fundLearn how we rate funds ->

Track Record

3 Years.

Relative Size

153 Cr.

Impact of Interest Rate Changes

.

Credit Quality Of Fund's Portfolio

.

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Short Term Money

Short Term Money

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    Historical growth rate of 6.5% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only, Car, Down Payment

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Scheme Information

Investment Objective

The primary investment objective of the scheme is to seek to generate returns and growth of capital by investing in a diversified portfolio of the following securities maturing on or before the date of maturity of the scheme with the objective of limiting interest rate volatility - Central and State Government securities and Other fixed income/ debt securities However,there can be no assurance or guarantee that the investment objective of the scheme will be achieved.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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High Risk

0 %

Expense Ratio

May 12, 2018

Launched (3y ago)

₹ 153

AUM in Crores

INF204KB1WV5

ISIN

No Lock-in

Lock-in

CRISIL Short Term Bond Fund TR INR

Benchmark

₹ 0

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
user-avatar

Amit Tripathi

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
EPF70% ₹ 900,761 ₹ 168,1498.50%
Property70% ₹ 867,662 ₹ 135,0507.00%
PPF70% ₹ 869,819 ₹ 137,2077.10%
Bank FD70% ₹ 846,471 ₹ 113,8596.00%
Gold70% ₹ 846,471 ₹ 113,8596.00%
Savings Bank70% ₹ 825,950 ₹ 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.

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Short Term Money

Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

  • Inflation beating returns
    Inflation beating returns
  • Expert Investing Only, Car, Down Payment
    Expert Investing Only, Car, Down Payment
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Debt Funds

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Aditya Birla Sun Life Liquid (G)

Aditya Birla Sun Life Liquid (G)

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SBI Magnum Ultra Short Duration Fund (G)

SBI Magnum Ultra Short Duration Fund (G)

Ultra Short

Recommended

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22 Years

Age

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Track Record

ICICI Prudential Savings Fund (G)

ICICI Prudential Savings Fund (G)

Low Duration

Recommended

Top Ranked

19 Years

Age

5

Track Record

Nippon India Liquid Fund (G)

Nippon India Liquid Fund (G)

Liquid

Recommended

Top Ranked

18 Years

Age

5

Track Record

amc-icon

About the AMC

Nippon Life India Asset Management Ltd

Nippon Life India Asset Management Ltd manages assets worth 190,624 crores and was set up on 24 February 1995. It's current offering of mutual fund schemes includes 87 equity,369 debt and 34 hybrid funds.

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  • tel-amc-about
    022-33031000
  • mail-amc-about
    customer_care@reliancemutual.com
  • Nippon India Liquid Fund (G)

    Nippon India Liquid Fund (G)

    Liquid

    Recommended

    Top Ranked

    ₹ 19,337 Cr

    Fund Size

    5.9%

    3Y returns

    Nippon India Growth Fund (G)

    Nippon India Growth Fund (G)

    Mid Cap

    Recommended

    Top Ranked

    ₹ 8,153 Cr

    Fund Size

    12.5%

    3Y returns

    Nippon India Liquid Fund Retail (G)

    Nippon India Liquid Fund Retail (G)

    Liquid

    Top Ranked

    ₹ 19,337 Cr

    Fund Size

    5.1%

    3Y returns

    Nippon India Growth Fund (DP-A)

    Nippon India Growth Fund (DP-A)

    Mid Cap

    Top Ranked

    ₹ 8,153 Cr

    Fund Size

    11.2%

    3Y returns

    Nippon India Liquid Fund Retail (DP-Q)

    Nippon India Liquid Fund Retail (DP-Q)

    Liquid

    Top Ranked

    ₹ 19,337 Cr

    Fund Size

    3.8%

    3Y returns

    growth

    Short Term Money

    Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

    • graph-icon-gray
      Historical growth rate of 6.5% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only, Car, Down Payment
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Kotak Savings Fund (Growth)

    Kotak Savings Fund (Growth)

    Debt

    Ultra Short

    ICICI Prudential Savings Fund (Growth)

    ICICI Prudential Savings Fund (Growth)

    Debt

    Low Duration

    Tata Liquid Fund (Growth)

    Tata Liquid Fund (Growth)

    Debt

    Liquid

    How does Scripbox rate funds?

    Proprietary system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

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    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.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Category View

    Category View

    We check if the sub-category of the fund is recommended by us.

    Consistency Of Performance

    Consistency Of Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    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

    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

    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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    About Nippon India Fixed Horizon Fund XXXVII Series 5 (DP-A)

    About Nippon India Fixed Horizon Fund XXXVII Series 5 (DP-A)

    Nippon India Fixed Horizon Fund XXXVII Series 5 (DP-A) is a fixed maturity plan debt fund and has delivered an annualised return of 8.0% over a period of 3 years .The fund was previously known as Reliance FHF XXXVII Ser 5 Reg Div.The fund is managed by Nippon Life India Asset Management Ltd.The fund manager’s name is Amit Tripathi.

    Nippon India Fixed Horizon Fund XXXVII Series 5 (DP-A) Investment Objective

    The primary investment objective of the scheme is to seek to generate returns and growth of capital by investing in a diversified portfolio of the following securities maturing on or before the date of maturity of the scheme with the objective of limiting interest rate volatility - Central and State Government securities and Other fixed income/ debt securities However,there can be no assurance or guarantee that the investment objective of the scheme will be achieved. However, there is no assurance that the objective of the scheme will be realized.

    Nippon India Fixed Horizon Fund XXXVII Series 5 (DP-A) NAV,AUM,Risk

    The Nippon India Fixed Horizon Fund XXXVII Series 5 (DP-A) fund was launched on May 12, 2018. The NAV (Net Asset Value) of this fixed maturity plan debt as of 2021-03-05 is ₹ 12.4109. The total AUM (Asset Under Management) of the fund as of 2021-03-08 is ₹ 152.207. The category risk of the Nippon India Fixed Horizon Fund XXXVII Series 5 (DP-A) fund is High Risk. The fund charges 0.0 % as expense ratio.

    Nippon India Fixed Horizon Fund XXXVII Series 5 (DP-A) Holdings

    The fund’s highest allocation is towards others and has invested 88.3% in this asset class. The top three holdings of the fund are 8.46% maharashtra gs 2021,housing development finance corporation limited and rural electrification corporation limited

    Nippon India Fixed Horizon Fund XXXVII Series 5 (DP-A) 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 Fixed Horizon Fund XXXVII Series 5 (DP-A) Investment volatility and Horizon

    This fund is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL Short Term Bond Fund TR INR.

    Nippon India Fixed Horizon Fund XXXVII Series 5 (DP-A) Review

    Nippon India Fixed Horizon Fund XXXVII Series 5 (DP-A) has a score of 0 on a scale of 5. The fund scores 0 out of 5 based on historical performance. As compared to the other funds in its category, Nippon India Fixed Horizon Fund XXXVII Series 5 (DP-A) has a score of 0 out of 5. The credit risk of the fund is 0 out of 5 as compared to other debt funds.

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