- Mutual Funds
- Nippon Mutual Fund
- Nippon India Power & Infra Fund (Growth)
Formerly Reliance Power & Infra Gr
Nippon India Power & Infra Fund (Growth)
₹ 171.8476
NAV (Mar 27)
Sectoral / thematic - infra 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).
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 171.8476
NAV (Mar 27)
Fund Returns
Last 1Y | 16.9% |
Last 3Y | 42.4% |
Last 5Y | 9.7% |
Last 10Y | 13.7% |
Since Inception | 16.3% |
6 Month CAGR | 5.1% |
Scheme Information
It is an investment opportunity to participate in India's capex growth by investing in securities of companies in power and infra sectors. The portfolio has an adequate diversification within the power and infra sectors by spreading investment over a large range of companies. The fund provides opportunity within these sectors,with focused approach and flexibility to invest in Transportation,Energy,Resources,Communication and other power and infrastructure allied companies. The portfolio is focused on creating long term risk adjusted return.
Expense Ratio | 2.24 |
Launched (19y ago) | May 08, 2004 |
AUM in Crores | 1871.135 |
ISIN | INF204K01AE0 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty Infrastructure TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 25.7 |
Standard Deviation (5yr) | 24 |
Beta (3yr) | 1.11 |
Beta (5yr) | 1.1 |
Sharpe Ratio (3yr) | 0.818 |
Sharpe Ratio (5yr) | 0.217 |
YTM | 0 |
Returns Calculator Comparison
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for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Nippon India Power & Infra Fund (Growth) | 928,424 | 195,812 | 9.7% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 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
larsen & toubro ltd
9%rites ltd ordinary shares
6.9%reliance industries ltd
6.2%ultratech cement ltd
5.6%ntpc ltd
5.5%Allocation by Sector
industrials
43.1%utilities
14.4%basic materials
11.2%energy
6.2%real estate
6.2%Compare Nippon India Power & Infra Fund (Growth)
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 4,641 cr | ||
₹ 10,129 cr | ||
₹ 15,261 cr | ||
₹ 10,129 cr | ||
₹ 15,261 cr |
About the AMC
Nippon Life India Asset Management Ltd
Nippon Life India Asset Management Ltd manages assets worth 241,571 crores and was set up on 24 February 1995. It's current offering of mutual fund schemes includes 99 equity,377 debt and 32 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
34.3% | 14.9% | ||
4.3% | 6.8% | ||
4.3% | 6.6% | ||
34.1% | 16.5% | ||
4.3% | 5.5% |
Nippon India Power & Infra Fund (G) Review
Nippon India Power & Infra Fund (G) is a Sectoral / Thematic - Infra Equity fund and has delivered an annualised return of 16.3% over a period of 18 years. The fund was previously known as Reliance Power & Infra Gr. The fund is managed by Nippon Life India Asset Management Ltd. The fund managers are Akshay Sharma, Kinjal Desai, Sanjay Doshi.
Nav of Nippon India Power & Infra Fund (G) as of 3/27/2023 is ₹171.85 with the total AUM as of 3/28/2023 is ₹1871.135. With Scripbox you can compare and check the latest nav for all mutual funds in India. Nippon India Power & Infra Fund (G) was launched on May 08, 2004. The category risk of the fund is Very High Risk.
The minimum SIP amount for Nippon India Power & Infra 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 Power & Infra 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 IISL Nifty Infrastructure TR INR.
Nippon India Power & Infra Fund (G) is rated as a 3 fund in Equity and delivered 16.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Nippon India Power & Infra Fund (G).
Frequently Asked Questions
What is Nippon India Power & Infra Fund (G)?
How to invest in Nippon India Power & Infra Fund (G)?
You can invest in Nippon India Power & Infra 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 Power & Infra Fund (G)?
The minimum sip amount for Nippon India Power & Infra Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Nippon India Power & Infra Fund (G) good to invest in?
As per Scripbox experts, Nippon India Power & Infra Fund (G) is a Neutral fund. You can investNippon India Power & Infra 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 Power & Infra Fund (G)?
The expense ratio of the Nippon India Power & Infra Fund (G) is 2.24% for regular plan.