Formerly Nippon India Vision Instl DP
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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.
14 Years. The fund has an Extended history for analysis and the track record is excellent.
3,326 Cr. Large within the category
Superior. The category has a superior investment outlook
Consistency Of Performance
Poor. The historical performance of the fund has been poor
NAV (Jun 4)
6 Month CAGR
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 to Moderate
Very High Risk
Launched (14y ago)
|Aug 09, 2007|
AUM in Crores
|IISL Nifty LargeMidcap 250 TR INR|
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
|Mutual Fund||₹ 9,65,796||₹ 2,33,184||11.25%|
|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.
|Fund Name||Scripbox Opinion||Fund Size||Track Record|
₹ 20,371 cr
₹ 5,357 cr
₹ 5,218 cr
₹ 3,953 cr
₹ 3,346 cr
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.
|Fund Name||Scripbox Opinion||Till Date CAGR|
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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
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.
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.
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
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.
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) 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.
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