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  • Nippon Mutual Fund
  • Nippon India Vision Fund Institutional (PIDCW-A)

Formerly Nippon India Vision Instl DP

Nippon Mutual Fund

Nippon India Vision Fund Institutional (PIDCW-A)

EquityLarge & Mid Cap

258.7308

NAV (Jun 04)

15.6%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in large & mid cap mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

Outperformance Consistency

Satisfactory

The performance of the fund on a Outperformance Consistency metric has been Satisfactory

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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

NAV ()

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
NA
6 Month CAGR
NA

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.

Expense Ratio
1.99
Launched (17y ago)
Aug 09, 2007
AUM in Crores
4668.165
ISIN
INF204K01331
Lock-in
No Lock-in
Benchmark
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
Fund Managers

Amar Kalkundrikar

Fund Manager

Kinjal Desai

Fund Manager

Aishwarya Agarwal

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 Vision Fund Institutional (PIDCW-A)70%10,81,440 3,48,82815.6%
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 2018-06-04

Top Stock Holdings

hdfc bank ltd

5.1%
5.1%

reliance industries ltd

4%
4%

jindal steel & power ltd

4%
4%

icici bank ltd

3.8%
3.8%

cg power & industrial solutions ltd

3%
3%
See all holdings

Allocation by Sector

financial services

21.5%
21.5%

industrials

18.3%
18.3%

consumer cyclical

12.1%
12.1%

technology

9.5%
9.5%

healthcare

8.4%
8.4%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 15,161 cr

₹ 19,454 cr

₹ 22,620 cr

₹ 55,459 cr

₹ 42,669 cr

amc-img

About the AMC

Nippon Life India Asset Management Ltd

Nippon Life India Asset Management Ltd manages assets worth 380,402 crores and was set up on 24 February 1995. It's current offering of mutual fund schemes includes 105 equity,425 debt and 71 hybrid funds.amc-img
phone-img022-33031000
Fund NameScripbox Opinion
Till Date CAGR

5.7%

6.9%

5.7%

6.7%

5.7%

5.8%

5.7%

6.7%

5.7%

5.8%

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, 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 6/23/2024 is ₹4668.165. 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 Nifty LargeMidcap 250 TR INR.

Nippon India Vision Fund Institutional (PIDCW-A) is rated as a 3 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)?

Nippon India Vision Fund Institutional (PIDCW-A) is a Large & Mid Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

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 Neutral 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 1.99% for regular plan.