- Mutual Funds
- Nippon Mutual Fund
- Nippon India Flexi Cap Fund (RIDCW-A)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 14.5252
NAV (Apr 18)
Fund Returns
Last 1Y | 38.1% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 14.9% |
6 Month CAGR | 13.6% |
Scheme Information
The primary investment objective of the scheme is to seek to generate capital appreciation & provide longterm growth opportunities by investing in a portfolio constituted of equity securities & equity related securities and the secondary objective is to generate consistent returns by investing in debt and money market securities. The fund will have the flexibility to invest in a broad range of companies with an objective to maximize the returns,at the same time trying to minimize the risk by reasonable diversification. However there can be no assurance that the investment objective of the scheme will be realized,as actual market movements may be at variance with anticipated trends.
Expense Ratio | 1.8 |
Launched (3y ago) | Aug 13, 2021 |
AUM in Crores | 6306.471 |
ISIN | INF204KC1113 |
Lock-in | No Lock-in |
Benchmark | Nifty 500 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Nippon India Flexi Cap Fund (RIDCW-A) | 20,46,050 | 13,13,438 | 38.1% | |
| 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
hdfc bank ltd
6.2%triparty repo
5.4%icici bank ltd
4.8%reliance industries ltd
3.7%infosys ltd
3.7%Allocation by Sector
financial services
27.7%consumer cyclical
16.2%industrials
15.2%technology
8.3%consumer defensive
6.8%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 41,281 cr | ||
₹ 60,559 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 Flexi Cap Fund (RIDCW-A) Review
Nippon India Flexi Cap Fund (RIDCW-A) is a Other Equity fund and has delivered an annualised return of 14.9% over a period of 2 years. The fund is managed by Nippon Life India Asset Management Ltd. The fund managers are Dhrumil Shah, Kinjal Desai, Meenakshi Dawar, Nikhil Rungta.
Nav of Nippon India Flexi Cap Fund (RIDCW-A) as of 4/18/2024 is ₹14.53 with the total AUM as of 4/19/2024 is ₹6306.471. With Scripbox you can compare and check the latest nav for all mutual funds in India. Nippon India Flexi Cap Fund (RIDCW-A) was launched on Aug 13, 2021. The category risk of the fund is Very High Risk.
The minimum SIP amount for Nippon India Flexi Cap Fund (RIDCW-A) is ₹1000 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 Flexi Cap Fund (RIDCW-A) 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 Nifty 500 TR INR.
Nippon India Flexi Cap Fund (RIDCW-A) is rated as a 0 fund in Equity and delivered 38.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Nippon India Flexi Cap Fund (RIDCW-A).
Frequently Asked Questions
What is Nippon India Flexi Cap Fund (RIDCW-A)?
How to invest in Nippon India Flexi Cap Fund (RIDCW-A)?
You can invest in Nippon India Flexi Cap Fund (RIDCW-A) 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 Flexi Cap Fund (RIDCW-A)?
The minimum sip amount for Nippon India Flexi Cap Fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Nippon India Flexi Cap Fund (RIDCW-A) good to invest in?
As per Scripbox experts, Nippon India Flexi Cap Fund (RIDCW-A) is a Not Reviewed Yet fund. You can investNippon India Flexi Cap Fund (RIDCW-A) 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 Flexi Cap Fund (RIDCW-A)?
The expense ratio of the Nippon India Flexi Cap Fund (RIDCW-A) is 1.8% for regular plan.