- Mutual Funds
- Nippon Mutual Fund
- Nippon India Index Fund Nifty 50 Plan (Growth)
Formerly Nippon India Index Nifty Gr
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).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 28.6159
NAV (Mar 22)
Fund Returns
Last 1Y | -0.6% |
Last 3Y | 25% |
Last 5Y | 11.2% |
Last 10Y | 11.8% |
Since Inception | 8.8% |
6 Month CAGR | -2.8% |
Scheme Information
The Scheme employs an investment approach designed to track the performance of Nifty 50 TRI. The Scheme seeks to achieve this goal by investing in securities constituting the Nifty 50 Index in same proportion as in the Index.
Expense Ratio | 0.61 |
Launched (13y ago) | Sep 28, 2010 |
AUM in Crores | 638.765 |
ISIN | INF204K01IE3 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty 50 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 22 |
Standard Deviation (5yr) | 19.1 |
Beta (3yr) | 0.99 |
Beta (5yr) | 0.99 |
Sharpe Ratio (3yr) | 0.576 |
Sharpe Ratio (5yr) | 0.364 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
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| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Nippon India Index Fund Nifty 50 Plan (Growth) | 964,561 | 231,949 | 11.2% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 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
reliance industries ltd
10.5%hdfc bank ltd
9.2%icici bank ltd
7.8%infosys ltd
7.1%housing development finance corp ltd
6.2%Allocation by Sector
financial services
37.4%technology
14.7%energy
12.8%consumer defensive
9.4%consumer cyclical
6.9%Compare Nippon India Index Fund Nifty 50 Plan (Growth)
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 4,641 cr | ||
₹ 10,129 cr | ||
₹ 15,261 cr | ||
₹ 10,129 cr | ||
₹ 15,261 cr |
About the AMC
Nippon Life India Asset Management Ltd
Nippon Life India Asset Management Ltd manages assets worth 241,523 crores and was set up on 24 February 1995. It's current offering of mutual fund schemes includes 99 equity,377 debt and 32 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
29.5% | 15% | ||
4.1% | 6.8% | ||
4.1% | 6.6% | ||
30.6% | 17.2% | ||
4.1% | 5.5% |
Nippon India Index Fund Nifty 50 Plan (G) Review
Nippon India Index Fund Nifty 50 Plan (G) is a Large Cap Equity fund and has delivered an annualised return of 8.8% over a period of 12 years. The fund was previously known as Nippon India Index Nifty Gr. The fund is managed by Nippon Life India Asset Management Ltd. The fund manager’s name is Mehul Dama.
Nav of Nippon India Index Fund Nifty 50 Plan (G) as of 3/22/2023 is ₹28.62 with the total AUM as of 3/23/2023 is ₹638.765. With Scripbox you can compare and check the latest nav for all mutual funds in India. Nippon India Index Fund Nifty 50 Plan (G) 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 (G) 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 Index Fund Nifty 50 Plan (G) 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 IISL Nifty 50 TR INR.
Nippon India Index Fund Nifty 50 Plan (G) is rated as a 2 fund in Equity and delivered -0.6% 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 (G).
Frequently Asked Questions
What is Nippon India Index Fund Nifty 50 Plan (G)?
How to invest in Nippon India Index Fund Nifty 50 Plan (G)?
You can invest in Nippon India Index Fund Nifty 50 Plan (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 Index Fund Nifty 50 Plan (G)?
The minimum sip amount for Nippon India Index Fund Nifty 50 Plan (G) is ₹1000. You can invest in multiples of ₹5000.
Is Nippon India Index Fund Nifty 50 Plan (G) good to invest in?
As per Scripbox experts, Nippon India Index Fund Nifty 50 Plan (G) is a Neutral fund. You can investNippon India Index Fund Nifty 50 Plan (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 Index Fund Nifty 50 Plan (G)?
The expense ratio of the Nippon India Index Fund Nifty 50 Plan (G) is 0.61% for regular plan.