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  • Nippon India Passive Flexicap FoF fund (Growth)
Nippon Mutual Fund

Nippon India Passive Flexicap FoF fund (Growth)

EquityFlexi Cap

19.2893

NAV (May 28)

21.5%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

Scripbox Recommended Equity Funds
Want the flexi cap equity funds that are right for your long term equity investment needs?Learn more

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

19.2893

NAV (May 28)

Fund Returns

Last 1Y
37.5%
Last 3Y
18.3%
Last 5Y
NA
Last 10Y
NA
Since Inception
21.5%
6 Month CAGR
21.5%

Scheme Information

Investment Objective

The investment objective of the Scheme is to seek to long term capital growth by investing in units of Domestic ETFs/Index Funds. However,there can be no assurance or guarantee that the investment objective of the Scheme will be achieved.

Expense Ratio
1
Launched (3y ago)
Jan 01, 2021
AUM in Crores
230.366
ISIN
INF204KB13X3
Lock-in
No Lock-in
Benchmark
Nifty 500 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
13.2
Standard Deviation (5yr)
0
Beta (3yr)
0.99
Beta (5yr)
0
Sharpe Ratio (3yr)
1.017
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Ashutosh Bhargava

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 Passive Flexicap FoF fund (Growth)70%11,62,079 4,29,46718.3%
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 2024-05-28

Top Stock Holdings

nippon india etf nifty 100

71.3%
71.3%

nippon india etf nifty midcap 150

17.2%
17.2%

nippon india nifty smallcap 250 i dir gr

10.4%
10.4%

triparty repo

1.3%
1.3%

net current assets

0.2%
0.2%
See all holdings

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 22,471 cr

₹ 18,691 cr

₹ 14,859 cr

₹ 54,904 cr

₹ 42,664 cr

amc-img

About the AMC

Nippon Life India Asset Management Ltd

Nippon Life India Asset Management Ltd manages assets worth 368,644 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

5.6%

6.9%

5.6%

6.7%

5.6%

5.8%

5.6%

6.7%

5.6%

5.8%

Nippon India Passive Flexicap FoF fund (G) Review

Nippon India Passive Flexicap FoF fund (G) is a Flexi Cap Equity fund and has delivered an annualised return of 21.5% over a period of 3 years. The fund is managed by Nippon Life India Asset Management Ltd. The fund manager’s name is Ashutosh Bhargava.

Nav of Nippon India Passive Flexicap FoF fund (G) as of 5/28/2024 is ₹19.29 with the total AUM as of 5/29/2024 is ₹230.366. With Scripbox you can compare and check the latest nav for all mutual funds in India. Nippon India Passive Flexicap FoF fund (G) was launched on Jan 01, 2021. The category risk of the fund is Very High Risk.

The minimum SIP amount for Nippon India Passive Flexicap FoF fund (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 Passive Flexicap FoF fund (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 Nifty 500 TR INR.

Nippon India Passive Flexicap FoF fund (G) is rated as a 0 fund in Equity and delivered 37.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Nippon India Passive Flexicap FoF fund (G).

Frequently Asked Questions

What is Nippon India Passive Flexicap FoF fund (G)?

Nippon India Passive Flexicap FoF fund (G) is a Flexi 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 Passive Flexicap FoF fund (G)?

You can invest in Nippon India Passive Flexicap FoF fund (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 Passive Flexicap FoF fund (G)?

The minimum sip amount for Nippon India Passive Flexicap FoF fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Nippon India Passive Flexicap FoF fund (G) good to invest in?

As per Scripbox experts, Nippon India Passive Flexicap FoF fund (G) is a Not Reviewed Yet fund. You can investNippon India Passive Flexicap FoF fund (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 Passive Flexicap FoF fund (G)?

The expense ratio of the Nippon India Passive Flexicap FoF fund (G) is 1% for regular plan.