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  • Nippon India Quant Fund Inc Dist cum Cap Wdrl (PIDCW-A)

Formerly Nippon India Quant DP

Nippon India Quant Fund Inc Dist cum Cap Wdrl (PIDCW-A)

Nippon India Quant Fund Inc Dist cum Cap Wdrl (PIDCW-A)

EquitySectoral / Thematic - Quant

20.3154

NAV (Aug 03)

13.8%
5 Year CAGR
Scripbox Opinion

Not Recommended

Click here for top ranked funds in sectoral / thematic - quant mutual funds.

However, Scripbox does not recommend investing in sectoral / thematic - quant mutual funds.

This category has few funds and relatively small amounts invested in them.

The broad market benchmark index has performed moderately well over time however, funds in this category have underperformed the benchmark index.Quant funds depend on mathematical models to construct portfolios.Investors are therefore better off investing in diversified funds rather than this category.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

13 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

29 Cr. Negligible within the category

Category View

Poor. The category has an undesirable investment outlook

Consistency Of Performance

Poor. The historical performance of the fund has been poor

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    Historical growth rate of 12% per annum
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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Very High Risk

Expense Ratio
0.85 %
Launched (13y ago)
Apr 18, 2008
AUM in Crores
₹ 29
ISIN
INF204K01745
Lock-in
No Lock-in
Benchmark
S&P BSE 200 India TR INR
SIP Minimum
₹ 1,000
Lumpsum Min.
₹ 5,000
Fund Managers
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Arun Sundaresan

Fund Manager

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Ashutosh Bhargava

Fund Manager

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Kinjal Desai

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
EPF70% ₹ 900,761 ₹ 168,1498.50%
Property70% ₹ 867,662 ₹ 135,0507.00%
PPF70% ₹ 869,819 ₹ 137,2077.10%
Bank FD70% ₹ 846,471 ₹ 113,8596.00%
Gold70% ₹ 846,471 ₹ 113,8596.00%
Savings Bank70% ₹ 825,950 ₹ 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.

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  • Inflation beating returns
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comparison

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About the AMC

Nippon Life India Asset Management Ltd

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.

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    022-33031000
  • mail-amc-about
    customer_care@reliancemutual.com
  • Nippon India Liquid Fund (G)

    Nippon India Liquid Fund (G)

    Liquid

    Recommended

    Top Ranked

    ₹ 22,557 Cr

    Fund Size

    5.30%

    3 Year CAGR

    3 Y CAGR

    Nippon India Growth Fund (G)

    Nippon India Growth Fund (G)

    Mid Cap

    Recommended

    Top Ranked

    ₹ 10,261 Cr

    Fund Size

    17.70%

    5 Year CAGR

    5 Y CAGR

    Nippon India Liquid Fund Retail (G)

    Nippon India Liquid Fund Retail (G)

    Liquid

    Top Ranked

    ₹ 22,557 Cr

    Fund Size

    4.60%

    3 Year CAGR

    3 Y CAGR

    Nippon India Growth Fund Inc Dist cum Cap Wdrl (PIDCW-A)

    Nippon India Growth Fund Inc Dist cum Cap Wdrl (PIDCW-A)

    Mid Cap

    Top Ranked

    ₹ 10,261 Cr

    Fund Size

    16.90%

    5 Year CAGR

    5 Y CAGR

    Nippon India Liquid Fund Retail Inc Dist cum Cap Wdrl (D-Q)

    Nippon India Liquid Fund Retail Inc Dist cum Cap Wdrl (D-Q)

    Liquid

    Top Ranked

    ₹ 22,557 Cr

    Fund Size

    3.60%

    3 Year CAGR

    3 Y CAGR

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual 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?
    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.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    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

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    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

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    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 Quant Fund Inc Dist cum Cap Wdrl (PIDCW-A)

    About Nippon India Quant Fund Inc Dist cum Cap Wdrl (PIDCW-A)

    Nippon India Quant Fund Inc Dist cum Cap Wdrl (PIDCW-A) is a sectoral / thematic - quant equity fund and has delivered an annualised return of 10.6% over a period of 13 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 Arun Sundaresan, Ashutosh Bhargava, Kinjal Desai

    Nippon India Quant Fund Inc Dist cum Cap Wdrl (PIDCW-A) 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. However, there is no assurance that the objective of the scheme will be realized.

    Nippon India Quant Fund Inc Dist cum Cap Wdrl (PIDCW-A) NAV,AUM,Risk

    The Nippon India Quant Fund Inc Dist cum Cap Wdrl (PIDCW-A) fund was launched on Apr 18, 2008. The NAV (Net Asset Value) of this sectoral / thematic - quant equity as of 2021-08-03 is ₹ 20.3154. The total AUM (Asset Under Management) of the fund as of 2021-08-04 is ₹ 28.776. The category risk of the Nippon India Quant Fund Inc Dist cum Cap Wdrl (PIDCW-A) fund is Very High Risk. The fund charges 0.85 % as expense ratio.

    Nippon India Quant Fund Inc Dist cum Cap Wdrl (PIDCW-A) Holdings

    The fund’s highest allocation is towards equity and has invested 98.8% in this asset class. The top three holdings of the fund are hdfc bank ltd,infosys ltd and icici bank ltd

    Nippon India Quant Fund Inc Dist cum Cap Wdrl (PIDCW-A) 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 Quant Fund Inc Dist cum Cap Wdrl (PIDCW-A) 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 S&P BSE 200 India TR INR

    Nippon India Quant Fund Inc Dist cum Cap Wdrl (PIDCW-A) Review

    Nippon India Quant Fund Inc Dist cum Cap Wdrl (PIDCW-A) has a score of 1 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, Nippon India Quant Fund Inc Dist cum Cap Wdrl (PIDCW-A) has a score of 1 out of 5. Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.

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