- Mutual Funds
- Nippon Mutual Fund
- Nippon India Quant Fund (PIDCW-A)
Formerly Nippon India Quant DP
Nippon India Quant Fund (PIDCW-A)
₹ 26.3395
NAV (Oct 03)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 26.3395
NAV (Oct 3)
Fund Returns
Last 1Y | 25.2% |
Last 3Y | 24.7% |
Last 5Y | 14.7% |
Last 10Y | 13.6% |
Since Inception | 10.9% |
6 Month CAGR | 21% |
Scheme Information
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 | 0.96 |
Launched (15y ago) | Apr 18, 2008 |
AUM in Crores | 41.093 |
ISIN | INF204K01745 |
Lock-in | No Lock-in |
Benchmark | S&P BSE 200 India TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 13.4 |
Standard Deviation (5yr) | 16.3 |
Beta (3yr) | 0.88 |
Beta (5yr) | 0.83 |
Sharpe Ratio (3yr) | 1.364 |
Sharpe Ratio (5yr) | 0.617 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Nippon India Quant Fund (PIDCW-A) | 10,56,131 | 3,23,519 | 14.7% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 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
hdfc bank ltd
9.2%icici bank ltd
7.7%itc ltd
5.4%larsen & toubro ltd
5.3%tata consultancy services ltd shs dematerialised
4.8%Allocation by Sector
financial services
36.5%industrials
14.3%consumer defensive
13.3%consumer cyclical
12.9%technology
7.9%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,630 cr | ||
₹ 11,197 cr | ||
₹ 11,862 cr | ||
₹ 10,089 cr | ||
₹ 9,392 cr |
About the AMC
Nippon Life India Asset Management Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.8% | 6.8% | ||
4.8% | 5.6% | ||
4.8% | 6.6% | ||
4.8% | 6.6% | ||
4.8% | 5.6% |
Nippon India Quant Fund (PIDCW-A) Review
Nippon India Quant Fund (PIDCW-A) is a Sectoral / Thematic - Quant Equity fund and has delivered an annualised return of 10.9% over a period of 15 years. The fund was previously known as Nippon India Quant DP. The fund is managed by Nippon Life India Asset Management Ltd. The fund managers are Akshay Sharma, Ashutosh Bhargava, Kinjal Desai.
Nav of Nippon India Quant Fund (PIDCW-A) as of 10/3/2023 is ₹26.34 with the total AUM as of 10/4/2023 is ₹41.093. With Scripbox you can compare and check the latest nav for all mutual funds in India. Nippon India Quant Fund (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 (PIDCW-A) 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 (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 S&P BSE 200 India TR INR.
Nippon India Quant Fund (PIDCW-A) is rated as a 0 fund in Equity and delivered 25.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Nippon India Quant Fund (PIDCW-A).
Frequently Asked Questions
What is Nippon India Quant Fund (PIDCW-A)?
How to invest in Nippon India Quant Fund (PIDCW-A)?
You can invest in Nippon India Quant Fund (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 (PIDCW-A)?
The minimum sip amount for Nippon India Quant Fund (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Nippon India Quant Fund (PIDCW-A) good to invest in?
As per Scripbox experts, Nippon India Quant Fund (PIDCW-A) is a Not Reviewed Yet fund. You can investNippon India Quant Fund (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 (PIDCW-A)?
The expense ratio of the Nippon India Quant Fund (PIDCW-A) is 0.96% for regular plan.