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  • Nippon India Mutual Fund
  • Nippon India Index BSE Sensex (G)
Nippon Mutual Fund

Nippon India Index BSE Sensex (G)

EquityLarge Cap

41.0566

NAV (Sep 06)

17.606%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in large cap mutual funds.

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).

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Poor

The performance of the fund on a Downside Protection Measure metric has been Poor

Fund Size

Neutral

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

Scripbox Recommended Large Cap Funds
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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

41.0566

NAV (Sep 6)

Fund Returns

Last 1Y
24%
Last 3Y
12.3%
Last 5Y
17.6%
Last 10Y
11.9%
Since Inception
10.7%
6 Month CAGR
10.2%

Scheme Information

Investment Objective

The scheme seeks 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
0.48
Launched (0y ago)
0.48
AUM in Crores
745
ISIN
INF204K01IM6
Lock-in
Benchmark
BSE Sensex Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
Standard Deviation
12.9
Beta
1
Sharpe Ratio
0.8
YTM
Fund Managers

Himanshu Mange

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 Index BSE Sensex (G)70%11,40,653 4,08,04117.6%
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 2024-06-03

Top Stock Holdings

HDFC Bank Ltd.

13%
13.01%

Reliance Industries Ltd.

10.9%
10.88%

ICICI Bank Ltd.

9.1%
9.12%

Infosys Ltd.

7.2%
7.21%

ITC Ltd.

4.9%
4.89%
See all holdings

Allocation by Sector

Financial

35.94%
35.94%

Technology

14.87%
14.87%

Energy

14.69%
14.69%

Consumer Staples

8.41%
8.41%

Automobile

6.78%
6.78%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 25,617 cr

₹ 23,046 cr

₹ 62,717 cr

₹ 48,805 cr

₹ 17,267 cr

amc-img

About the AMC

Nippon India Mutual Fund

Reliance Nippon India Mutual Fund was established in 1996. It is a joint venture between India's Reliance Mutual Fund and Japan's Nippon Life Insurance Company. It is india's top asset management company with a total AUM of Rs 1.8 Lac Crore with about 91.9 lac active folios. It is the first compnay to be listed and traded on both the NSE and Bombay Stock Exchange (BSE).amc-img
Fund NameScripbox Opinion
Till Date CAGR

5.906%

6.872%

6.566%

8.85%

17.832%

20.995%

21.961%

13.612%

13.32%

7.945%

Nippon India Index BSE Sensex (G) Review

Nippon India Index BSE Sensex (G) is a Equity Equity fund and has delivered an annualised return of 10.654% over a period of 13 years. The fund is managed by Nippon India Mutual Fund. The fund manager’s name is [object Object].

Nav of Nippon India Index BSE Sensex (G) as of 9/6/2024 is ₹41.06 with the total AUM as of 9/10/2024 is ₹745.0151. With Scripbox you can compare and check the latest nav for all mutual funds in India. Nippon India Index BSE Sensex (G) was launched on 2010-09-28. The category risk of the fund is Above Average.

The minimum SIP amount for Nippon India Index BSE Sensex (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 BSE Sensex (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 BSE Sensex Total Return Index.

Nippon India Index BSE Sensex (G) is rated as a 1 fund in Equity and delivered 23.995% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Nippon India Index BSE Sensex (G).

Frequently Asked Questions

What is Nippon India Index BSE Sensex (G)?

Nippon India Index BSE Sensex (G) is a Equity Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Nippon India Index BSE Sensex (G)?

You can invest in Nippon India Index BSE Sensex (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 BSE Sensex (G)?

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

Is Nippon India Index BSE Sensex (G) good to invest in?

As per Scripbox experts, Nippon India Index BSE Sensex (G) is a 1 fund. You can investNippon India Index BSE Sensex (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 BSE Sensex (G)?

The expense ratio of the Nippon India Index BSE Sensex (G) is 0.48% for regular plan.