Formerly Nippon India Index Nifty Bns
Large cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 36.8665
NAV (Apr 18)
Last 1Y | 25.2% |
Last 3Y | 14.9% |
Last 5Y | 13.4% |
Last 10Y | 12.6% |
Since Inception | 10.1% |
6 Month CAGR | 11.8% |
The primary investment objective of the scheme is to replicate the composition of the Nifty 50,with a view to generate returns that are commensurate with the performance of the Nifty 50,subject to tracking errors.
Expense Ratio | 0.59 |
Launched (14y ago) | Sep 28, 2010 |
AUM in Crores | 1521.189 |
ISIN | INF204K01IF0 |
Lock-in | No Lock-in |
Benchmark | Nifty 50 TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 12.9 |
Standard Deviation (5yr) | 18.4 |
Beta (3yr) | 1 |
Beta (5yr) | 0.99 |
Sharpe Ratio (3yr) | 0.762 |
Sharpe Ratio (5yr) | 0.535 |
YTM | 0 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Nippon India Index Fund Nifty 50 Plan Bonus (PIDCW-A) | 10,20,880 | 2,88,268 | 13.4% | |
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.
hdfc bank ltd
11.1%reliance industries ltd
10.2%icici bank ltd
7.8%infosys ltd
5.4%larsen & toubro ltd
4.5%financial services
33.5%energy
13.7%technology
13%consumer cyclical
9.2%consumer defensive
8.1%Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 14,075 cr | ||
₹ 17,313 cr | ||
₹ 21,475 cr | ||
₹ 41,281 cr | ||
₹ 60,559 cr |
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 Index Fund Nifty 50 Plan Bonus (PIDCW-A) is a Large Cap Equity fund and has delivered an annualised return of 10.1% over a period of 13 years. The fund was previously known as Nippon India Index Nifty Bns. The fund is managed by Nippon Life India Asset Management Ltd. The fund manager’s name is Himanshu Mange.
Nav of Nippon India Index Fund Nifty 50 Plan Bonus (PIDCW-A) as of 4/18/2024 is ₹36.87 with the total AUM as of 4/19/2024 is ₹1521.189. With Scripbox you can compare and check the latest nav for all mutual funds in India. Nippon India Index Fund Nifty 50 Plan Bonus (PIDCW-A) was launched on Sep 28, 2010. The category risk of the fund is Very High Risk.
The minimum SIP amount for Nippon India Index Fund Nifty 50 Plan Bonus (PIDCW-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 Index Fund Nifty 50 Plan Bonus (PIDCW-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 50 TR INR.
Nippon India Index Fund Nifty 50 Plan Bonus (PIDCW-A) is rated as a 2 fund in Equity and delivered 25.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Nippon India Index Fund Nifty 50 Plan Bonus (PIDCW-A).
What is Nippon India Index Fund Nifty 50 Plan Bonus (PIDCW-A)?
How to invest in Nippon India Index Fund Nifty 50 Plan Bonus (PIDCW-A)?
You can invest in Nippon India Index Fund Nifty 50 Plan Bonus (PIDCW-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 Index Fund Nifty 50 Plan Bonus (PIDCW-A)?
The minimum sip amount for Nippon India Index Fund Nifty 50 Plan Bonus (PIDCW-A) is ₹0. You can invest in multiples of ₹5000.
Is Nippon India Index Fund Nifty 50 Plan Bonus (PIDCW-A) good to invest in?
As per Scripbox experts, Nippon India Index Fund Nifty 50 Plan Bonus (PIDCW-A) is a Neutral fund. You can investNippon India Index Fund Nifty 50 Plan Bonus (PIDCW-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 Index Fund Nifty 50 Plan Bonus (PIDCW-A)?
The expense ratio of the Nippon India Index Fund Nifty 50 Plan Bonus (PIDCW-A) is 0.59% for regular plan.