Formerly Nippon India Value DP
Value funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
The performance of the fund on a Fund Size metric has been Satisfactory
The fund has been a Category Leader on the Outperformance Consistency metric
Investment Duration5 years
Total Corpus Created (₹)With CAGR of 11.25 % in 5 years
NAV (Mar 17)
6 Month CAGR
Value investment strategy with an aim to participate in investment opportunities across all sectors and market capitalization. Fund endeavors to invest in undervalued stocks having the potential to deliver long term relatively better risk-adjusted returns. Undervalued stocks will be identified based on the evaluation of various factors including but not limited to stock valuation,financial strength,cash flows,company's competitive advantage,business prospects and earnings potential.
Launched (14y ago)
Apr 01, 2009
AUM in Crores
IISL Nifty 500 TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|Nippon India Value Fund (PIDCW-A)||954,750||222,138||10.8%|
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.
icici bank ltd6.6%
hdfc bank ltd5.3%
larsen & toubro ltd4.8%
axis bank ltd3.9%
|Fund Name||Fund Size||Outperformance Consistency|
₹ 10,129 cr
₹ 4,641 cr
₹ 15,261 cr
₹ 10,129 cr
₹ 15,261 cr
Nippon Life India Asset Management Ltd
Nippon Life India Asset Management Ltd manages assets worth 238,077 crores and was set up on 24 February 1995. It's current offering of mutual fund schemes includes 99 equity,377 debt and 32 hybrid funds.
|Fund Name||Scripbox Opinion||Till Date CAGR|
Nippon India Value Fund (PIDCW-A) is a Value Equity fund and has delivered an annualised return of 16.7% over a period of 13 years. The fund was previously known as Nippon India Value DP. The fund is managed by Nippon Life India Asset Management Ltd. The fund managers are Akshay Sharma, Dhrumil Shah, Kinjal Desai, Meenakshi Dawar.
Nav of Nippon India Value Fund (PIDCW-A) as of 3/17/2023 is ₹30.40 with the total AUM as of 3/19/2023 is ₹4641.668. With Scripbox you can compare and check the latest nav for all mutual funds in India. Nippon India Value Fund (PIDCW-A) was launched on Apr 01, 2009. The category risk of the fund is Very High Risk.
The minimum SIP amount for Nippon India Value 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 Value 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 IISL Nifty 500 TR INR.
Nippon India Value Fund (PIDCW-A) is rated as a 5 fund in Equity and delivered -1.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Nippon India Value Fund (PIDCW-A).
What is Nippon India Value Fund (PIDCW-A)?
How to invest in Nippon India Value Fund (PIDCW-A)?
You can invest in Nippon India Value 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 Value Fund (PIDCW-A)?
The minimum sip amount for Nippon India Value Fund (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Nippon India Value Fund (PIDCW-A) good to invest in?
As per Scripbox experts, Nippon India Value Fund (PIDCW-A) is a Top Ranked fund. You can investNippon India Value 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 Value Fund (PIDCW-A)?
The expense ratio of the Nippon India Value Fund (PIDCW-A) is 1.99% for regular plan.