- Mutual Funds
- Nippon Mutual Fund
- Nippon India Vision Fund Institutional (PIDCW-A)
Formerly Nippon India Vision Instl DP
Nippon India Vision Fund Institutional (PIDCW-A)
₹ 258.7308
NAV (Jun 04)
Large & mid cap 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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 258.7308
NAV (Jun 4)
Fund Returns
Last 1Y | -1.2% |
Last 3Y | 6.6% |
Last 5Y | 15.6% |
Last 10Y | 10% |
Since Inception | 8.5% |
6 Month CAGR | -12.6% |
Scheme Information
The primary investment objective of the Scheme is to achieve long term growth of capital by investing in equity and equity related securities through a research based investment approach. The secondary objective is to generate consistent returns by investing in debt,money market securities,REITs and InvITs. However,there can be no assurance that the investment objective of the Scheme will be realized,as actual market movements may be at variance with anticipated trends.
Expense Ratio | 2.04 |
Launched (16y ago) | Aug 09, 2007 |
AUM in Crores | 3503.075 |
ISIN | INF204K01331 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty LargeMidcap 250 TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 16.1 |
Standard Deviation (5yr) | 18 |
Beta (3yr) | 1.01 |
Beta (5yr) | 1.1 |
Sharpe Ratio (3yr) | 0.036 |
Sharpe Ratio (5yr) | 0.506 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Nippon India Vision Fund Institutional (PIDCW-A) | 10,81,440 | 3,48,828 | 15.6% | |
| 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
7%icici bank ltd
4.9%larsen & toubro ltd
3.2%jindal steel & power ltd shs dematerialised
3%ntpc ltd shs dematerialised
2.8%Allocation by Sector
financial services
26.4%industrials
16.3%consumer cyclical
11.7%basic materials
10.9%technology
10.9%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 Vision Fund Institutional (PIDCW-A) Review
Nippon India Vision Fund Institutional (PIDCW-A) is a Large & Mid Cap Equity fund and has delivered an annualised return of 8.5% over a period of 16 years. The fund was previously known as Nippon India Vision Instl DP. The fund is managed by Nippon Life India Asset Management Ltd. The fund managers are Aishwarya Agarwal, Akshay Sharma, Amar Kalkundrikar, Kinjal Desai.
Nav of Nippon India Vision Fund Institutional (PIDCW-A) as of 6/4/2018 is ₹258.73 with the total AUM as of 10/4/2023 is ₹3503.075. With Scripbox you can compare and check the latest nav for all mutual funds in India. Nippon India Vision Fund Institutional (PIDCW-A) was launched on Aug 09, 2007. The category risk of the fund is Very High Risk.
The minimum SIP amount for Nippon India Vision Fund Institutional (PIDCW-A) is ₹0 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 Vision Fund Institutional (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 LargeMidcap 250 TR INR.
Nippon India Vision Fund Institutional (PIDCW-A) is rated as a 1 fund in Equity and delivered -1.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Nippon India Vision Fund Institutional (PIDCW-A).
Frequently Asked Questions
What is Nippon India Vision Fund Institutional (PIDCW-A)?
How to invest in Nippon India Vision Fund Institutional (PIDCW-A)?
You can invest in Nippon India Vision Fund Institutional (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 Vision Fund Institutional (PIDCW-A)?
The minimum sip amount for Nippon India Vision Fund Institutional (PIDCW-A) is ₹0. You can invest in multiples of ₹5000.
Is Nippon India Vision Fund Institutional (PIDCW-A) good to invest in?
As per Scripbox experts, Nippon India Vision Fund Institutional (PIDCW-A) is a Not Recommended fund. You can investNippon India Vision Fund Institutional (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 Vision Fund Institutional (PIDCW-A)?
The expense ratio of the Nippon India Vision Fund Institutional (PIDCW-A) is 2.04% for regular plan.