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  • Nippon Mutual Fund
  • Nippon India Index S&P BSE Fund Sensex Plan (Growth)

Formerly Nippon India Index Sensex Gr

Nippon Mutual Fund

Nippon India Index S&P BSE Fund Sensex Plan (Growth)

EquityLarge Cap

29.4289

NAV (Aug 08)

12.9%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in large cap mutual funds.

However, Scripbox does not recommend investing in large cap mutual funds.

Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 283 Cr

The performance of the fund on a Fund Size metric has been Neutral

Outperformance Consistency

Category Leader

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

View all 7 analysis

View Less

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Want the large cap equity funds that are right for your long term equity investment needs?

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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

29.4289

NAV (Aug 8)

Fund Returns

Last 1Y

7.8%

Last 3Y

17.3%

Last 5Y

12.9%

Last 10Y

13.2%

Since Inception

9.5%

6 Month CAGR

0.2%

Scheme Information

Investment Objective

The primary investment objective of the scheme is to replicate the composition of the Sensex,with a view to generate returns that are commensurate with the performance of the Sensex,subject to tracking errors.

Expense Ratio

0.46

Launched (12y ago)

Sep 28, 2010

AUM in Crores

282.713

ISIN

INF204K01IM6

Lock-in

No Lock-in

Benchmark

S&P BSE SENSEX TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Mehul Dama

Fund Manager

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.

Asset allocation and Holdings

Last updated on 2022-08-08

Top Stock Holdings

reliance industries ltd

14.9%
14.9%

hdfc bank ltd

9.8%
9.8%

infosys ltd

8.9%
8.9%

icici bank ltd

8.2%
8.2%

housing development finance corp ltd

6.5%
6.5%
See all holdings

Allocation by Sector

financial services

38.3%
38.3%

technology

18.3%
18.3%

energy

14.9%
14.9%

consumer defensive

8.3%
8.3%

consumer cyclical

5%
5%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,100 cr

₹ 12,768 cr

₹ 12,768 cr

₹ 4,100 cr

₹ 4,100 cr

About the AMC

Nippon Life India Asset Management Ltd

Nippon Life India Asset Management Ltd manages assets worth 234,206 crores and was set up on 24 February 1995. It's current offering of mutual fund schemes includes 99 equity,369 debt and 37 hybrid funds.

amc-img

  • 022-33031000
  • customer_care@reliancemutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    21.4%

    15.7%

    4.1%

    6.9%

    3.9%

    6.7%

    21%

    17.6%

    3.9%

    5.5%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Nippon India Index S&P BSE Fund Sensex Plan (G) Review

    Nippon India Index S&P BSE Fund Sensex Plan (G) is a Large Cap Equity fund and has delivered an annualised return of 9.5% over a period of 11 years. The fund was previously known as Nippon India Index Sensex 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 S&P BSE Fund Sensex Plan (G) as of 8/8/2022 is ₹29.43 with the total AUM as of 8/8/2022 is ₹282.713. With Scripbox you can compare and check the latest nav for all mutual funds in India. Nippon India Index S&P BSE Fund Sensex 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 S&P BSE Fund Sensex 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 S&P BSE Fund Sensex 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 S&P BSE SENSEX TR INR.

    Nippon India Index S&P BSE Fund Sensex Plan (G) is rated as a 3 fund in Equity and delivered 7.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Nippon India Index S&P BSE Fund Sensex Plan (G).

    Frequently Asked Questions

    What is Nippon India Index S&P BSE Fund Sensex Plan (G)?

    Nippon India Index S&P BSE Fund Sensex Plan (G) is a Large Cap Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in Nippon India Index S&P BSE Fund Sensex Plan (G)?

    You can invest in Nippon India Index S&P BSE Fund Sensex 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 S&P BSE Fund Sensex Plan (G)?

    The minimum sip amount for Nippon India Index S&P BSE Fund Sensex Plan (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Nippon India Index S&P BSE Fund Sensex Plan (G) good to invest in?

    As per Scripbox experts, Nippon India Index S&P BSE Fund Sensex Plan (G) is a Neutral fund. You can investNippon India Index S&P BSE Fund Sensex 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 S&P BSE Fund Sensex Plan (G)?

    The expense ratio of the Nippon India Index S&P BSE Fund Sensex Plan (G) is 0.46% for regular plan.