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  • Nippon Mutual Fund
  • Nippon India Growth Fund Institutional (RIDCW-A)

Formerly Nippon India Growth Instl DR

Nippon Mutual Fund

Nippon India Growth Fund Institutional (RIDCW-A)

EquityMid Cap
Top Ranked

1306.5929

NAV (Jun 12)

27.2%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within mid cap mutual funds.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

Outperformance Consistency

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

NAV ()

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
NA
6 Month CAGR
NA

Scheme Information

Investment Objective

The primary investment objective of the Scheme is to achieve long-term growth of capital by investment in equity and equity related securities through a research based investment approach. 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
1.63
Launched (17y ago)
Aug 09, 2007
AUM in Crores
27931.435
ISIN
INF204K01265
Lock-in
No Lock-in
Benchmark
Nifty Midcap 150 TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
14
Standard Deviation (5yr)
21.3
Beta (3yr)
0.9
Beta (5yr)
0.95
Sharpe Ratio (3yr)
1.521
Sharpe Ratio (5yr)
0.951
YTM
0
Fund Managers

Rupesh Patel

Fund Manager

Sanjay Doshi

Fund Manager

Kinjal Desai

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Nippon India Growth Fund Institutional (RIDCW-A)70%14,86,407 7,53,79527.2%
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 2024-06-12

Top Stock Holdings

power finance corp ltd

3.7%
3.7%

cholamandalam financial holdings ltd

2.4%
2.4%

supreme industries ltd

2.3%
2.3%

fortis healthcare ltd

2.2%
2.2%

voltas ltd

2.1%
2.1%
See all holdings

Allocation by Sector

financial services

22.1%
22.1%

consumer cyclical

20.8%
20.8%

industrials

19.7%
19.7%

healthcare

10.4%
10.4%

basic materials

6.1%
6.1%
See all sectors

Comparison with Equity Funds

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

₹ 15,161 cr

₹ 19,454 cr

₹ 22,620 cr

₹ 55,459 cr

₹ 42,669 cr

amc-img

About the AMC

Nippon Life India Asset Management Ltd

Nippon Life India Asset Management Ltd manages assets worth 380,402 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

5.7%

6.9%

5.7%

6.7%

5.7%

5.8%

5.7%

6.7%

5.7%

5.8%

Nippon India Growth Fund Institutional (RIDCW-A) Review

Nippon India Growth Fund Institutional (RIDCW-A) is a Mid Cap Equity fund and has delivered an annualised return of 16.1% over a period of 16 years. The fund was previously known as Nippon India Growth Instl DR. The fund is managed by Nippon Life India Asset Management Ltd. The fund managers are Kinjal Desai, Rupesh Patel, Sanjay Doshi.

Nav of Nippon India Growth Fund Institutional (RIDCW-A) as of 6/12/2024 is ₹1306.59 with the total AUM as of 6/13/2024 is ₹27931.435. With Scripbox you can compare and check the latest nav for all mutual funds in India. Nippon India Growth Fund Institutional (RIDCW-A) was launched on Aug 09, 2007. The category risk of the fund is Very High Risk.

The minimum SIP amount for Nippon India Growth Fund Institutional (RIDCW-A) 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 Growth Fund Institutional (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 Midcap 150 TR INR.

Nippon India Growth Fund Institutional (RIDCW-A) is rated as a 4 fund in Equity and delivered 60.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Nippon India Growth Fund Institutional (RIDCW-A).

Frequently Asked Questions

What is Nippon India Growth Fund Institutional (RIDCW-A)?

Nippon India Growth Fund Institutional (RIDCW-A) is a Mid Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Nippon India Growth Fund Institutional (RIDCW-A)?

You can invest in Nippon India Growth Fund Institutional (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 Growth Fund Institutional (RIDCW-A)?

The minimum sip amount for Nippon India Growth Fund Institutional (RIDCW-A) is ₹0. You can invest in multiples of ₹5000.

Is Nippon India Growth Fund Institutional (RIDCW-A) good to invest in?

As per Scripbox experts, Nippon India Growth Fund Institutional (RIDCW-A) is a Top Ranked fund. You can investNippon India Growth Fund Institutional (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 Growth Fund Institutional (RIDCW-A)?

The expense ratio of the Nippon India Growth Fund Institutional (RIDCW-A) is 1.63% for regular plan.