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  • Nippon India Index S&P BSE Fund Sensex Plan (PIDCW-6M)

Formerly Nippon India Index Sensex HY IDCW-P

Nippon Mutual Fund

Nippon India Index S&P BSE Fund Sensex Plan (PIDCW-6M)

EquityLarge Cap

30.6303

NAV (Jun 14)

14.7%
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).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Neutral

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

Outperformance Consistency

Neutral

The performance of the fund on a Outperformance Consistency metric has been Neutral

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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

30.6303

NAV (Jun 14)

Fund Returns

Last 1Y
22.6%
Last 3Y
14.2%
Last 5Y
14.9%
Last 10Y
12%
Since Inception
10.4%
6 Month CAGR
9.6%

Scheme Information

Investment Objective

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
0.58
Launched (14y ago)
Sep 28, 2010
AUM in Crores
658.900
ISIN
INF204K01IP9
Lock-in
No Lock-in
Benchmark
BSE SENSEX TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
12.4
Standard Deviation (5yr)
18.5
Beta (3yr)
1
Beta (5yr)
1
Sharpe Ratio (3yr)
0.618
Sharpe Ratio (5yr)
0.512
YTM
0
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 S&P BSE Fund Sensex Plan (PIDCW-6M)70%10,56,131 3,23,51914.7%
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 2024-06-14

Top Stock Holdings

hdfc bank ltd

13.7%
13.7%

reliance industries ltd

11.6%
11.6%

icici bank ltd

9.3%
9.3%

infosys ltd

5.9%
5.9%

larsen & toubro ltd

5.1%
5.1%
See all holdings

Allocation by Sector

financial services

37.7%
37.7%

technology

13.6%
13.6%

energy

11.6%
11.6%

consumer cyclical

8.4%
8.4%

consumer defensive

8.1%
8.1%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 19,454 cr

₹ 15,161 cr

₹ 22,620 cr

₹ 55,459 cr

₹ 42,669 cr

amc-img

About the AMC

Nippon Life India Asset Management Ltd

Nippon Life India Asset Management Ltd manages assets worth 380,402 crores and was set up on 24 February 1995. It's current offering of mutual fund schemes includes 105 equity,425 debt and 71 hybrid funds.amc-img
phone-img022-33031000
Fund NameScripbox Opinion
Till Date CAGR

5.7%

6.9%

5.7%

6.7%

5.7%

5.8%

5.7%

6.7%

5.7%

5.8%

Nippon India Index S&P BSE Fund Sensex Plan (PIDCW-6M) Review

Nippon India Index S&P BSE Fund Sensex Plan (PIDCW-6M) is a Large Cap Equity fund and has delivered an annualised return of 10.2% over a period of 13 years. The fund was previously known as Nippon India Index Sensex HY IDCW-P. The fund is managed by Nippon Life India Asset Management Ltd. The fund manager’s name is Himanshu Mange.

Nav of Nippon India Index S&P BSE Fund Sensex Plan (PIDCW-6M) as of 6/14/2024 is ₹30.63 with the total AUM as of 6/16/2024 is ₹658.9. 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-6M) 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-6M) 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-6M) 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 TR INR.

Nippon India Index S&P BSE Fund Sensex Plan (PIDCW-6M) is rated as a 1 fund in Equity and delivered 22.6% 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-6M).

Frequently Asked Questions

What is Nippon India Index S&P BSE Fund Sensex Plan (PIDCW-6M)?

Nippon India Index S&P BSE Fund Sensex Plan (PIDCW-6M) is a Large Cap 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 S&P BSE Fund Sensex Plan (PIDCW-6M)?

You can invest in Nippon India Index S&P BSE Fund Sensex Plan (PIDCW-6M) 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-6M)?

The minimum sip amount for Nippon India Index S&P BSE Fund Sensex Plan (PIDCW-6M) is ₹1000. You can invest in multiples of ₹5000.

Is Nippon India Index S&P BSE Fund Sensex Plan (PIDCW-6M) good to invest in?

As per Scripbox experts, Nippon India Index S&P BSE Fund Sensex Plan (PIDCW-6M) is a Not Recommended fund. You can investNippon India Index S&P BSE Fund Sensex Plan (PIDCW-6M) 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-6M)?

The expense ratio of the Nippon India Index S&P BSE Fund Sensex Plan (PIDCW-6M) is 0.58% for regular plan.