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  • Nippon India Mutual Fund
  • Nippon India ELSS Tax Saver Fund (G)
Nippon Mutual Fund

Nippon India ELSS Tax Saver Fund (G)

EquityTax Saving
Top Ranked

130.2084

NAV (Oct 04)

21.542%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within tax saving mutual funds.Save tax combined with inflation beating long term growth
Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Good

The performance of the fund on a Downside Protection Measure metric has been Good

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

Scripbox Recommended Tax Saving Fund
Save tax combined with inflation beating long term growth. Invest in Scripbox Recommended Tax Saver Funds to unlock the best of both worlds - tax saving and long term wealth creation.?Learn more

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

130.2084

NAV (Oct 4)

Fund Returns

Last 1Y
41.9%
Last 3Y
18.9%
Last 5Y
21.5%
Last 10Y
12%
Since Inception
14.4%
6 Month CAGR
16.3%

Scheme Information

Investment Objective

The scheme aims to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments.

Expense Ratio
1.68
Launched (0y ago)
1.68
AUM in Crores
16465.4
ISIN
INF204K01GK4
Lock-in
1095
Benchmark
NIFTY 500 Total Return Index
SIP Minimum
500
Lumpsum Min.
500
Standard Deviation (3yr)
-
Standard Deviation
13.2
Beta
1
Sharpe Ratio
1.2
YTM
-
Fund Managers

Ashutosh Bhargava

Fund Manager

Rupesh Patel

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 ELSS Tax Saver Fund (G)70%12,69,063 5,36,45121.5%
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 2024-02-05

Top Stock Holdings

ICICI Bank Ltd.

7.2%
7.2%

HDFC Bank Ltd.

5.8%
5.76%

Infosys Ltd.

4.6%
4.63%

NTPC Ltd.

3.9%
3.92%

Samvardhana Motherson International Ltd.

3.6%
3.56%
See all holdings

Allocation by Sector

Financial

30.44021%
30.44021%

Energy

9.58%
9.58%

Automobile

9.42%
9.42%

Services

7.97%
7.97%

Consumer Staples

6.23%
6.23%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,041 cr

₹ 23,712 cr

₹ 64,222 cr

₹ 17,488 cr

₹ 50,154 cr

amc-img

About the AMC

Nippon India Mutual Fund

Reliance Nippon India Mutual Fund was established in 1996. It is a joint venture between India's Reliance Mutual Fund and Japan's Nippon Life Insurance Company. It is india's top asset management company with a total AUM of Rs 1.8 Lac Crore with about 91.9 lac active folios. It is the first compnay to be listed and traded on both the NSE and Bombay Stock Exchange (BSE).amc-img
Fund NameScripbox Opinion
Till Date CAGR

5.984%

6.861%

6.64%

8.892%

17.188%

20.932%

20.651%

13.585%

16.273%

8.321%

Nippon India ELSS Tax Saver Fund (G) Review

Nippon India ELSS Tax Saver Fund (G) is a Equity Equity fund and has delivered an annualised return of 14.423% over a period of 19 years. The fund is managed by Nippon India Mutual Fund. The fund managers are Ashutosh Bhargava, Rupesh Patel.

Nav of Nippon India ELSS Tax Saver Fund (G) as of 10/4/2024 is ₹130.21 with the total AUM as of 10/6/2024 is ₹16465.3927. With Scripbox you can compare and check the latest nav for all mutual funds in India. Nippon India ELSS Tax Saver Fund (G) was launched on 2005-09-21. The category risk of the fund is High.

The minimum SIP amount for Nippon India ELSS Tax Saver Fund (G) is ₹500 and you can increase this in multiples of ₹500. In case you want to invest a lump sum, the minimum amount to be invested is ₹500. Check your estimated returns on mutual funds by using sip calculator.

Nippon India ELSS Tax Saver 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 NIFTY 500 Total Return Index.

Nippon India ELSS Tax Saver Fund (G) is rated as a 4 fund in Equity and delivered 41.923% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Nippon India ELSS Tax Saver Fund (G).

Frequently Asked Questions

What is Nippon India ELSS Tax Saver Fund (G)?

Nippon India ELSS Tax Saver Fund (G) is a Equity Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Nippon India ELSS Tax Saver Fund (G)?

You can invest in Nippon India ELSS Tax Saver 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 ELSS Tax Saver Fund (G)?

The minimum sip amount for Nippon India ELSS Tax Saver Fund (G) is ₹500. You can invest in multiples of ₹500.

Is Nippon India ELSS Tax Saver Fund (G) good to invest in?

As per Scripbox experts, Nippon India ELSS Tax Saver Fund (G) is a 4 fund. You can investNippon India ELSS Tax Saver 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 ELSS Tax Saver Fund (G)?

The expense ratio of the Nippon India ELSS Tax Saver Fund (G) is 1.68% for regular plan.