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  • Nippon India Vision Fund Institutional (RIDCW-A)

Formerly Nippon India Vision Instl DR

Nippon Mutual Fund

Nippon India Vision Fund Institutional (RIDCW-A)

EquityLarge & Mid Cap

258.7308

NAV (Jun 04)

15.6%
5 Year CAGR
Scripbox Opinion
Not Recommended
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

Poor

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

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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

258.7308

NAV (Jun 4)

Fund Returns

Last 1Y
-1.2%
Last 3Y
6.6%
Last 5Y
15.6%
Last 10Y
10%
Since Inception
8.7%
6 Month CAGR
-12.6%

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
2.03
Launched (17y ago)
Aug 09, 2007
AUM in Crores
4238.000
ISIN
INF204K01349
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

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Nippon India Vision Fund Institutional (RIDCW-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

reliance industries ltd

5.5%
5.5%

hdfc bank ltd

5.2%
5.2%

icici bank ltd

4.4%
4.4%

ntpc ltd

3.6%
3.6%

dixon technologies (india) ltd

3.5%
3.5%
See all holdings

Allocation by Sector

financial services

23.4%
23.4%

technology

13.1%
13.1%

consumer cyclical

12.2%
12.2%

industrials

10.9%
10.9%

energy

7.7%
7.7%
See all sectors

Comparison with Equity Funds

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

₹ 14,147 cr

₹ 16,756 cr

₹ 21,301 cr

₹ 12,185 cr

₹ 9,977 cr

amc-img

About the AMC

Nippon Life India Asset Management Ltd

Nippon Life India Asset Management Ltd manages assets worth 350,691 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

5.4%

6.8%

5.4%

6.7%

5.4%

5.7%

5.4%

6.7%

5.4%

5.7%

Nippon India Vision Fund Institutional (RIDCW-A) Review

Nippon India Vision Fund Institutional (RIDCW-A) is a Large & Mid Cap Equity fund and has delivered an annualised return of 8.7% over a period of 16 years. The fund was previously known as Nippon India Vision Instl DR. 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 (RIDCW-A) as of 6/4/2018 is ₹258.73 with the total AUM as of 3/28/2024 is ₹4238. With Scripbox you can compare and check the latest nav for all mutual funds in India. Nippon India Vision Fund Institutional (RIDCW-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 (RIDCW-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 (RIDCW-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 (RIDCW-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 (RIDCW-A).

Frequently Asked Questions

What is Nippon India Vision Fund Institutional (RIDCW-A)?

Nippon India Vision Fund Institutional (RIDCW-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 (RIDCW-A)?

You can invest in Nippon India Vision Fund Institutional (RIDCW-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 (RIDCW-A)?

The minimum sip amount for Nippon India Vision Fund Institutional (RIDCW-A) is ₹0. You can invest in multiples of ₹5000.

Is Nippon India Vision Fund Institutional (RIDCW-A) good to invest in?

As per Scripbox experts, Nippon India Vision Fund Institutional (RIDCW-A) is a Not Recommended fund. You can investNippon India Vision Fund Institutional (RIDCW-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 (RIDCW-A)?

The expense ratio of the Nippon India Vision Fund Institutional (RIDCW-A) is 2.03% for regular plan.