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  • Nippon India Quant Fund (Growth)

Formerly Reliance Quant Gr

Nippon Mutual Fund

Nippon India Quant Fund (Growth)

EquitySectoral / Thematic - Quant

69.3894

NAV (Jul 25)

23.2%
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

69.3894

NAV (Jul 25)

Fund Returns

Last 1Y
43.4%
Last 3Y
23.3%
Last 5Y
23.2%
Last 10Y
13.9%
Since Inception
12.5%
6 Month CAGR
20.2%

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
70.774
ISIN
INF204K01760
Lock-in
No Lock-in
Benchmark
BSE 200 India INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
13.2
Standard Deviation (5yr)
16.8
Beta (3yr)
0.96
Beta (5yr)
0.86
Sharpe Ratio (3yr)
1.219
Sharpe Ratio (5yr)
0.926
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 (Growth)70%13,28,474 5,95,86223.2%
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 2024-07-25

Top Stock Holdings

hdfc bank ltd

8.1%
8.1%

icici bank ltd

7%
7%

tata consultancy services ltd

5.5%
5.5%

larsen & toubro ltd

4.6%
4.6%

infosys ltd

4.4%
4.4%
See all holdings

Allocation by Sector

financial services

30.9%
30.9%

consumer cyclical

14.5%
14.5%

industrials

13.8%
13.8%

energy

10.1%
10.1%

technology

9.9%
9.9%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 21,459 cr

₹ 16,283 cr

₹ 24,345 cr

₹ 59,364 cr

₹ 45,470 cr

amc-img

About the AMC

Nippon Life India Asset Management Ltd

Nippon Life India Asset Management Ltd manages assets worth 397,130 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 (G) Review

Nippon India Quant Fund (G) is a Sectoral / Thematic - Quant Equity fund and has delivered an annualised return of 12.6% over a period of 16 years. The fund was previously known as Reliance Quant Gr. 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 (G) as of 7/25/2024 is ₹69.39 with the total AUM as of 7/26/2024 is ₹70.774. With Scripbox you can compare and check the latest nav for all mutual funds in India. Nippon India Quant Fund (G) 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 (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 Quant 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 BSE 200 India INR.

Nippon India Quant Fund (G) is rated as a 0 fund in Equity and delivered 42.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Nippon India Quant Fund (G).

Frequently Asked Questions

What is Nippon India Quant Fund (G)?

Nippon India Quant Fund (G) 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 (G)?

You can invest in Nippon India Quant 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 Quant Fund (G)?

The minimum sip amount for Nippon India Quant Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Nippon India Quant Fund (G) good to invest in?

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

The expense ratio of the Nippon India Quant Fund (G) is 0.98% for regular plan.