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    • Nippon India Power & Infra Fund Bonus (PIDCW-A)

    Formerly Reliance Power & Infra Bns

    Nippon Mutual Fund

    Nippon India Power & Infra Fund Bonus (PIDCW-A)

    EquitySectoral / Thematic - Infra

    151.3739

    NAV (Sep 21)

    13.9%
    5 Year CAGR
    Scripbox Opinion

    Neutral

    Click here for top ranked funds in sectoral / thematic - infra mutual funds.

    However, Scripbox does not recommend investing in sectoral / thematic - infra mutual funds.

    The Infrastructure index has performed moderately well over time however, funds in this category are very few and have underperformed the benchmark index.

    This category is also characterised by higher volatility.Investing in these funds will require investors to have a unique insight into the specific areas of investment that these funds focus on.In addition the investor will need to have the ability,inclination and expertise to monitor the prospects closely.Investors are therefore better off investing in diversified funds rather than this category.

    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 ->

    Track Record

    17 Years. The fund has an Extended history for analysis and the track record is excellent.

    Relative Size

    1,599 Cr. Medium within the category

    Category View

    Relatively Poor. The category has a relatively poor investment outlook

    Consistency Of Performance

    Good. The historical performance of the fund has been good

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      Historical growth rate of 12% per annum
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      Recommended Duration > 5 years
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      No Lock-in
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    Historical NAV

    151.3739

    NAV (Sep 21)

    Fund Returns

    Last 1Y
    71.5%
    Last 3Y
    16.4%
    Last 5Y
    13.9%
    Last 10Y
    9.6%
    Since Inception
    16.9%
    6 Month CAGR
    24.8%
    info-icon-blue

    Scheme Information

    Investment Objective

    The investment objective of the scheme is to seek long term capital appreciation by investing in equity/equity related instruments of the companies that are engaged in power and infrastructure space in India. There is no assurance or guarantee that the investment objective of the scheme will be achieved.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Very High Risk

    Expense Ratio
    2.27
    Launched (17y ago)
    May 08, 2004
    AUM in Crores
    1598.694
    ISIN
    INF204K01AD2
    Lock-in
    No Lock-in
    Benchmark
    IISL Nifty Infrastructure TR INR
    SIP Minimum
    0
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Kinjal Desai

    Fund Manager

    user-avatar

    Sanjay Doshi

    Fund Manager

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    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.

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    • Inflation beating returns
      Inflation beating returns
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    comparison

    Comparison with Equity Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    SBI Focused Equity Fund (G)

    recommended-badge

    ₹ 19,429 cr

    5

    recommended-badge

    ₹ 5,308 cr

    5

    recommended-badge

    ₹ 4,853 cr

    5

    recommended-badge

    ₹ 3,705 cr

    5

    recommended-badge

    ₹ 3,232 cr

    5

    amc-icon

    About the AMC

    Nippon Life India Asset Management Ltd

    Nippon Life India Asset Management Ltd manages assets worth 241,669 crores and was set up on 24 February 1995. It's current offering of mutual fund schemes includes 90 equity,369 debt and 34 hybrid funds.

    amc-img

  • tel-amc-about
    022-33031000
  • mail-amc-about
    customer_care@reliancemutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    recommended-badge

    5.1%

    7%

    recommended-badge

    23.4%

    22.7%

    top-ranked-badge

    4.4%

    6.7%

    top-ranked-badge

    22%

    22.4%

    top-ranked-badge

    3.6%

    5.4%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About Nippon India Power & Infra Fund Bonus (PIDCW-A)

    About Nippon India Power & Infra Fund Bonus (PIDCW-A)

    Nippon India Power & Infra Fund Bonus (PIDCW-A) is a Sectoral / Thematic - Infra Equity fund and has delivered an annualised return of 16.9% over a period of 17 years. The fund was previously known as Reliance Power & Infra Bns . The fund is managed by Nippon Life India Asset Management Ltd. The fund managers are Kinjal Desai, Sanjay Doshi

    Nippon India Power & Infra Fund Bonus (PIDCW-A) Investment Objective

    The investment objective of the scheme is to seek long term capital appreciation by investing in equity/equity related instruments of the companies that are engaged in power and infrastructure space in India. There is no assurance or guarantee that the investment objective of the scheme will be achieved. . However, there is no assurance that the objective of the scheme will be realized.

    Nippon India Power & Infra Fund Bonus (PIDCW-A) NAV,AUM,Risk

    The Nippon India Power & Infra Fund Bonus (PIDCW-A) fund was launched on May 08, 2004. The NAV (Net Asset Value) of this Sectoral / Thematic - Infra Equity fund as of 2021-09-21 is ₹151.37. The total AUM (Asset Under Management) of the fund as of 22/09/2021 is ₹1598.694. The category risk of the Nippon India Power & Infra Fund Bonus (PIDCW-A) fund is Very High Risk. The fund charges 2.27 % as expense ratio.

    Nippon India Power & Infra Fund Bonus (PIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 98.3% in this asset class. The top three holdings of the fund are , larsen & toubro ltd , bharti airtel ltd , reliance industries ltd , ultratech cement ltd , bharat electronics ltd , ntpc ltd , adani ports & special economic zone ltd , jk lakshmi cement ltd , rites ltd ordinary shares , bharat petroleum corp ltd , hindustan aeronautics ltd ordinary shares , tata power co ltd , acc ltd , ncc ltd , siemens ltd , indraprastha gas ltd , oberoi realty ltd , ge power india ltd , sterlite technologies ltd , fortis healthcare ltd , triparty repo , nuvoco vista corp ltd , triveni turbine ltd , td power systems ltd , hindalco industries ltd , great eastern shipping co ltd , kec international ltd , supreme industries ltd , itd cementation india ltd , steel authority of india ltd , kalpataru power transmission ltd , bosch ltd , net current assets

    Nippon India Power & Infra Fund Bonus (PIDCW-A) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹null 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.

    Nippon India Power & Infra Fund Bonus (PIDCW-A) Investment volatility and Horizon

    This fund 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 IISL Nifty Infrastructure TR INR

    Nippon India Power & Infra Fund Bonus (PIDCW-A) Review

    Nippon India Power & Infra Fund Bonus (PIDCW-A) has a score of 3 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, Nippon India Power & Infra Fund Bonus (PIDCW-A) has a score of 3 out of 5 Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.

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