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.
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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.
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.
Nippon Life India Asset Management Ltd manages assets worth 215,397 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.
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?
Recommended
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.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
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
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
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
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
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 (G)
About Nippon India Power & Infra Fund (G)
Nippon India Power & Infra Fund (G) is a sectoral / thematic - infra equity fund and has delivered an annualised return of 16.6% over a period of 17 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 Kinjal Desai, Sanjay Doshi
Nippon India Power & Infra Fund (G) 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 (G) NAV,AUM,Risk
The Nippon India Power & Infra Fund (G) fund was launched on May 08, 2004. The NAV (Net Asset Value) of this sectoral / thematic - infra equity as of 2021-07-30 is ₹ 141.137. The total AUM (Asset Under Management) of the fund as of 2021-08-02 is ₹ 1490.403. The category risk of the Nippon India Power & Infra Fund (G) fund is Very High Risk.
The fund charges 2.29 % as expense ratio.
Nippon India Power & Infra Fund (G) Holdings
The fund’s highest allocation is towards equity and has invested 97.9% in this asset class. The top three holdings of the fund are larsen & toubro ltd shs dematerialised,bharat electronics ltd and bharti airtel ltd
Nippon India Power & Infra Fund (G) SIP
The minimum SIP (Systematic Investment Plan) amount for this 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.
Nippon India Power & Infra Fund (G) 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 (G) Review
Nippon India Power & Infra Fund (G) has a score of 2 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 (G) has a score of 4 out of 5.
Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.
