• right-arrow
  • Mutual Funds
    right-arrow
  • Nippon Mutual Fund
    right-arrow
  • Nippon India Vision Fund Institutional Inc Dist cum Cap Wdrl (PIDCW-A)

Formerly Nippon India Vision Instl DP

Nippon Mutual Fund

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

EquityDiversified

258.7308

NAV (Jun 04)

15.6%
5 Year CAGR
Scripbox Opinion

Neutral

Scripbox recommends other funds for investment in diversified.

Click here to see our recommendations.

Diversified 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.

Our analysis of this fundLearn how we rate funds ->

Track Record

14 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

3,326 Cr. Large within the category

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Poor. The historical performance of the fund has been poor

Invest in this fund
Explore a better alternative to this fund with a Scripbox plan.
Build Long Term Wealth

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

No single fund can achieve what a plan can. Learn why

chart-amc-about

Historical 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%
info-icon-blue

Scheme Information

Investment Objective

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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Very High Risk

Expense Ratio
2.09
Launched (14y ago)
Aug 09, 2007
AUM in Crores
3325.471
ISIN
INF204K01331
Lock-in
No Lock-in
Benchmark
IISL Nifty LargeMidcap 250 TR INR
SIP Minimum
0
Lumpsum Min.
5000
Fund Managers
user-avatar

Aishwarya Agarwal

Fund Manager

user-avatar

Amar Kalkundrikar

Fund Manager

user-avatar

Kinjal Desai

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

build-long-item-wealth-img

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.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)

SBI Focused Equity Fund (G)

recommended-badge

₹ 20,371 cr

5

recommended-badge

₹ 5,357 cr

5

recommended-badge

₹ 5,218 cr

5

recommended-badge

₹ 3,953 cr

5

recommended-badge

₹ 3,346 cr

5

amc-icon

About the AMC

Nippon Life India Asset Management Ltd

Nippon Life India Asset Management Ltd manages assets worth 239,926 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.

amc-img

  • tel-amc-about
    022-33031000
  • mail-amc-about
    customer_care@reliancemutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    recommended-badge

    5%

    7%

    recommended-badge

    28.6%

    22.8%

    top-ranked-badge

    4.3%

    6.7%

    top-ranked-badge

    27.2%

    22.5%

    top-ranked-badge

    3.4%

    5.4%

    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

    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

    How to invest in best mutual funds?

    Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.

    grow money
    01

    Choose a plan

    Choose a plan to invest to start investing

    02

    Create an Account

    Create an account with Scripbox through a paperless process, to invest in this fund.

    03

    Invest online & transfer

    Invest via netbanking, UPI or through an SIP (eNACH mandate).

    04

    Track your investments

    Track, invest more and withdraw your investments through the Scripbox dashboard

    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers are millionaires
    We thrive on trust.

    We match your objectives to the right portfolio. World-class wealth management using science, data and technology, leveraged by our experience, and human touch. Get started with your wealth creation without worry.

    testimonial image
    Investing has helped me dream bigger for my life
    Dr. Shraddha BahirwaniSr. Dental Consultant

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

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

    Nippon India Vision Fund Institutional Inc Dist cum Cap Wdrl (PIDCW-A) is a Diversified Equity fund and has delivered an annualised return of 8.5% over a period of 14 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, Amar Kalkundrikar, Kinjal Desai

    Nippon India Vision Fund Institutional Inc Dist cum Cap Wdrl (PIDCW-A) Investment Objective

    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. . However, there is no assurance that the objective of the scheme will be realized.

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

    The Nippon India Vision Fund Institutional Inc Dist cum Cap Wdrl (PIDCW-A) fund was launched on Aug 09, 2007. The NAV (Net Asset Value) of this Diversified Equity fund as of 2018-06-04 is ₹258.73. The total AUM (Asset Under Management) of the fund as of 27/10/2021 is ₹3325.471. The category risk of the Nippon India Vision Fund Institutional Inc Dist cum Cap Wdrl (PIDCW-A) fund is Very High Risk. The fund charges 2.09 % as expense ratio.

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

    The fund’s highest allocation is towards Equity and has invested 97.8% in this asset class. The top three holdings of the fund are , hdfc bank ltd , reliance industries ltd , icici bank ltd , infosys ltd , tata consultancy services ltd , larsen & toubro ltd , state bank of india , housing development finance corp ltd , hcl technologies ltd , srf ltd , ashok leyland ltd , crompton greaves consumer electricals ltd , hindalco industries ltd , aditya birla fashion and retail ltd , oil & natural gas corp ltd , trent ltd , hindustan unilever ltd , united breweries ltd , alkem laboratories ltd , indraprastha gas ltd , reliance industries limited - partly paid up , max financial services ltd , tata power co ltd , axis bank ltd , triparty repo , cholamandalam investment and finance co ltd , bharti airtel ltd , kotak mahindra bank ltd , voltas ltd , au small finance bank ltd , bajaj finance ltd , tata steel ltd , coal india ltd , ipca laboratories ltd , deepak nitrite ltd , itc ltd , vedanta ltd , page industries ltd , sbi life insurance company limited , phoenix mills ltd , emami ltd , lic housing finance ltd , l&t technology services ltd , bata india ltd , tech mahindra ltd , acc ltd , icici lombard general insurance co ltd , bajaj finserv ltd , jindal steel & power ltd , sbi cards and payment services ltd ordinary shares , abbott india ltd , titan co ltd , kajaria ceramics ltd , fortis healthcare ltd , asian paints ltd , mindtree ltd , varun beverages ltd , tata chemicals ltd , indian railway finance corp ltd ordinary shares , mphasis ltd , power finance corp ltd , honeywell automation india ltd , torrent pharmaceuticals ltd , net current assets , godrej industries ltd , persistent systems ltd , tvs motor co ltd , jubilant foodworks ltd , dalmia bharat ltd , ajanta pharma ltd , steel authority of india ltd , tata motors ltd , mahindra & mahindra ltd , rbl bank ltd , cummins india ltd , whirlpool of india ltd , siemens ltd , indian railway catering and tourism corp ltd , zomato ltd , ntpc ltd , ultratech cement ltd , adani ports & special economic zone ltd , bharat forge ltd , oil india ltd , sanofi india ltd , mrf ltd , aurobindo pharma ltd , divi's laboratories ltd , tata communications ltd , gland pharma ltd , cash margin - derivatives , macrotech developers ltd

    Nippon India Vision Fund Institutional Inc Dist cum Cap Wdrl (PIDCW-A) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹null 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 Vision Fund Institutional 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 IISL Nifty LargeMidcap 250 TR INR

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

    Nippon India Vision Fund Institutional Inc Dist cum Cap Wdrl (PIDCW-A) has a score of 3 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, Nippon India Vision Fund Institutional Inc Dist cum Cap Wdrl (PIDCW-A) has a score of 4 out of 5 Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.

    Get started with investing today

    Invest in the best mutual funds recommended by Scripbox that are algorithmically selected that best suit your needs.