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  • Nippon Mutual Fund
  • Nippon India Quant Fund Bonus (PIDCW-A)

Formerly Reliance Quant Bns

Nippon Mutual Fund

Nippon India Quant Fund Bonus (PIDCW-A)

EquitySectoral / Thematic - Quant

66.1178

NAV (Jun 13)

20.2%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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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

NAV ()

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
NA
6 Month CAGR
NA

Scheme Information

Investment Objective

The investment objective of the Scheme is to generate capital appreciation through investment in equity and equity related instruments. The Scheme will seek to generate capital appreciation by investing in an active portfolio of stocks selected on the basis of a Quant model. There is no assurance or guarantee that the investment objective of the scheme will be achieved

Expense Ratio
0.98
Launched (16y ago)
Apr 18, 2008
AUM in Crores
64.865
ISIN
INF204K01737
Lock-in
No Lock-in
Benchmark
BSE 200 India INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
13
Standard Deviation (5yr)
16.8
Beta (3yr)
0.96
Beta (5yr)
0.86
Sharpe Ratio (3yr)
1.15
Sharpe Ratio (5yr)
0.845
YTM
0
Fund Managers

Kinjal Desai

Fund Manager

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 Quant Fund Bonus (PIDCW-A)70%12,23,357 4,90,74520.2%
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 2024-06-13

Top Stock Holdings

hdfc bank ltd

7.3%
7.3%

icici bank ltd

7.2%
7.2%

larsen & toubro ltd

4.9%
4.9%

triparty repo

4.7%
4.7%

tata consultancy services ltd

4.4%
4.4%
See all holdings

Allocation by Sector

financial services

32%
32%

industrials

14.5%
14.5%

consumer cyclical

11.4%
11.4%

consumer defensive

9.2%
9.2%

energy

8.7%
8.7%
See all sectors

Comparison with Equity Funds

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

₹ 22,620 cr

₹ 19,454 cr

₹ 15,161 cr

₹ 42,669 cr

₹ 63,933 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 Quant Fund Bonus (PIDCW-A) Review

Nippon India Quant Fund Bonus (PIDCW-A) is a Sectoral / Thematic - Quant Equity fund and has delivered an annualised return of 12.4% over a period of 16 years. The fund was previously known as Reliance Quant Bns. The fund is managed by Nippon Life India Asset Management Ltd. The fund managers are Ashutosh Bhargava, Kinjal Desai.

Nav of Nippon India Quant Fund Bonus (PIDCW-A) as of 6/13/2024 is ₹66.12 with the total AUM as of 6/13/2024 is ₹64.865. With Scripbox you can compare and check the latest nav for all mutual funds in India. Nippon India Quant Fund Bonus (PIDCW-A) was launched on Apr 18, 2008. The category risk of the fund is Very High Risk.

The minimum SIP amount for Nippon India Quant Fund Bonus (PIDCW-A) is ₹0 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 Quant Fund Bonus (PIDCW-A) 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 200 India INR.

Nippon India Quant Fund Bonus (PIDCW-A) is rated as a 0 fund in Equity and delivered 43.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Nippon India Quant Fund Bonus (PIDCW-A).

Frequently Asked Questions

What is Nippon India Quant Fund Bonus (PIDCW-A)?

Nippon India Quant Fund Bonus (PIDCW-A) is a Sectoral / Thematic - Quant Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Nippon India Quant Fund Bonus (PIDCW-A)?

You can invest in Nippon India Quant Fund Bonus (PIDCW-A) 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 Quant Fund Bonus (PIDCW-A)?

The minimum sip amount for Nippon India Quant Fund Bonus (PIDCW-A) is ₹0. You can invest in multiples of ₹5000.

Is Nippon India Quant Fund Bonus (PIDCW-A) good to invest in?

As per Scripbox experts, Nippon India Quant Fund Bonus (PIDCW-A) is a Not Reviewed Yet fund. You can investNippon India Quant Fund Bonus (PIDCW-A) 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 Quant Fund Bonus (PIDCW-A)?

The expense ratio of the Nippon India Quant Fund Bonus (PIDCW-A) is 0.98% for regular plan.