- Mutual Funds
- Nippon Mutual Fund
- Nippon India Index S&P BSE Fund Sensex Plan (PIDCW-A)
Formerly Nippon India Index Sensex Ann IDCW-P
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 Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 26.1416
NAV (Sep 22)
Fund Returns
Last 1Y | 12% |
Last 3Y | 20.8% |
Last 5Y | 12.4% |
Last 10Y | 12.5% |
Since Inception | 9.5% |
6 Month CAGR | 14.7% |
Scheme Information
The primary investment objective of the scheme is to replicate the composition of the S&P BSE Sensex,with a view to generate returns that are commensurate with the performance of the S&P BSE Sensex,subject to tracking errors.
Expense Ratio | 0.75 |
Launched (13y ago) | Sep 28, 2010 |
AUM in Crores | 497.983 |
ISIN | INF204K01IQ7 |
Lock-in | No Lock-in |
Benchmark | S&P BSE SENSEX TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 14.4 |
Standard Deviation (5yr) | 18.9 |
Beta (3yr) | 1 |
Beta (5yr) | 1 |
Sharpe Ratio (3yr) | 0.978 |
Sharpe Ratio (5yr) | 0.377 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
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with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Nippon India Index S&P BSE Fund Sensex Plan (PIDCW-A) | 9,94,775 | 2,62,163 | 12.4% | |
| 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.
Asset allocation and Holdings
Top Stock Holdings
hdfc bank ltd
15.4%reliance industries ltd
11.3%icici bank ltd
9.1%infosys ltd
7%itc ltd
5.3%Allocation by Sector
financial services
39.6%technology
15.3%energy
11.3%consumer defensive
9.4%consumer cyclical
7.1%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,197 cr | ||
₹ 11,862 cr | ||
₹ 17,630 cr | ||
₹ 10,089 cr | ||
₹ 9,392 cr |
About the AMC
Nippon Life India Asset Management Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.7% | 6.8% | ||
4.7% | 5.6% | ||
4.7% | 6.6% | ||
4.7% | 6.6% | ||
4.7% | 5.6% |
Nippon India Index S&P BSE Fund Sensex Plan (PIDCW-A) Review
Nippon India Index S&P BSE Fund Sensex Plan (PIDCW-A) is a Large Cap Equity fund and has delivered an annualised return of 9.5% over a period of 12 years. The fund was previously known as Nippon India Index Sensex Ann IDCW-P. 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 (PIDCW-A) as of 9/22/2023 is ₹26.14 with the total AUM as of 9/23/2023 is ₹497.983. 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 (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 S&P BSE Fund Sensex Plan (PIDCW-A) 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 (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 S&P BSE SENSEX TR INR.
Nippon India Index S&P BSE Fund Sensex Plan (PIDCW-A) is rated as a 3 fund in Equity and delivered 12% 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 (PIDCW-A).
Frequently Asked Questions
What is Nippon India Index S&P BSE Fund Sensex Plan (PIDCW-A)?
How to invest in Nippon India Index S&P BSE Fund Sensex Plan (PIDCW-A)?
You can invest in Nippon India Index S&P BSE Fund Sensex Plan (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 S&P BSE Fund Sensex Plan (PIDCW-A)?
The minimum sip amount for Nippon India Index S&P BSE Fund Sensex Plan (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Nippon India Index S&P BSE Fund Sensex Plan (PIDCW-A) good to invest in?
As per Scripbox experts, Nippon India Index S&P BSE Fund Sensex Plan (PIDCW-A) is a Neutral fund. You can investNippon India Index S&P BSE Fund Sensex Plan (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 S&P BSE Fund Sensex Plan (PIDCW-A)?
The expense ratio of the Nippon India Index S&P BSE Fund Sensex Plan (PIDCW-A) is 0.75% for regular plan.