+91-22-4891390910 മികച്ച നിപ്പോൺ/റിലയൻസ് MF SIP മ്യൂച്വൽ ഫണ്ടുകൾ 2022
റിലയൻസ്എസ്.ഐ.പി മ്യൂച്വൽ ഫണ്ട് ഒരു മികച്ച മാർഗമാണ്മ്യൂച്വൽ ഫണ്ടുകളിൽ നിക്ഷേപിക്കുക, പ്രത്യേകിച്ച് ദീർഘകാലത്തേക്ക്-ടേം പ്ലാൻ. ഒരു എസ്‌ഐ‌പിയിൽ, നിശ്ചിത ഇടവേളയിൽ നിങ്ങൾക്ക് ഒരു ചെറിയ തുക നിക്ഷേപിക്കാം, ഇത് വർഷങ്ങളായി ഗണ്യമായ കോർപ്പസ് നിർമ്മിക്കാനുള്ള സാധ്യത സൃഷ്ടിക്കുന്നു.
റിലയൻസ് എസ്ഐപി വഴി നിങ്ങൾ നിക്ഷേപിക്കാൻ ആഗ്രഹിക്കുന്ന സ്കീമിൽ എല്ലാ മാസവും 100 രൂപ വരെ നിക്ഷേപിക്കാം.നിക്ഷേപിക്കുന്നു ഒരു ചെറിയ തുക പതിവായി, നിങ്ങൾക്ക് നേടാനും കഴിയുംസാമ്പത്തിക ലക്ഷ്യങ്ങൾ സമയത്ത്. തുടങ്ങിയ ലക്ഷ്യങ്ങൾവിരമിക്കൽ ആസൂത്രണം, വിവാഹം, ഒരു വീട്/കാർ വാങ്ങൽ മുതലായവ ഒരു SIP വഴി നേടാം.
റിലയൻസ് എസ്ഐപി ഫണ്ടുകളിൽ നിക്ഷേപിക്കുന്നത് എന്തുകൊണ്ട്?
ഒരു SIP-യുടെ ചില പ്രധാന ഗുണങ്ങൾ ഇവയാണ്-
- ഇത് രൂപയുടെ ചെലവ് ശരാശരി വാഗ്ദാനം ചെയ്യുന്നു
- അതിൽ നിന്ന് പ്രയോജനം നേടുന്നുസംയുക്തത്തിന്റെ ശക്തി
- ആവശ്യമില്ലവിപണി സമയത്തിന്റെ
- യൂണിറ്റിന് കുറഞ്ഞ ചെലവ്
ഇവിടെ നിക്ഷേപിക്കാൻ താൽപ്പര്യമുള്ള നിക്ഷേപകർ മികച്ച റിലയൻസ് എസ്ഐപിയാണ്മ്യൂച്വൽ ഫണ്ടുകൾ ഇക്വിറ്റി വിഭാഗത്തിൽ. AUM പോലുള്ള പാരാമീറ്ററുകൾ എടുത്താണ് ഈ ഫണ്ടുകൾ ഷോർട്ട്‌ലിസ്റ്റ് ചെയ്യുന്നത്,അല്ല, മുൻകാല പ്രകടനങ്ങൾ, ശരാശരി വരുമാനം മുതലായവ.
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പ്രധാനപ്പെട്ട വിവരം
2019 ഒക്ടോബർ മുതൽ,റിലയൻസ് മ്യൂച്വൽ ഫണ്ട് നിപ്പോൺ ഇന്ത്യ മ്യൂച്വൽ ഫണ്ട് എന്ന് പുനർനാമകരണം ചെയ്തിട്ടുണ്ട്. റിലയൻസ് നിപ്പോൺ അസറ്റ് മാനേജ്‌മെന്റിന്റെ (RNAM) ഭൂരിഭാഗം (75%) ഓഹരികളും നിപ്പോൺ ലൈഫ് സ്വന്തമാക്കി. ഘടനയിലും മാനേജ്‌മെന്റിലും ഒരു മാറ്റവുമില്ലാതെ കമ്പനി അതിന്റെ പ്രവർത്തനങ്ങൾ തുടരും.
ഇക്വിറ്റി ഫണ്ടുകൾക്കായുള്ള മികച്ച നിപ്പോൺ അല്ലെങ്കിൽ റിലയൻസ് മ്യൂച്വൽ ഫണ്ട് എസ്ഐപി
(Erstwhile Reliance Diversified Power Sector Fund) The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies in the power sector. Below is the key information for Nippon India Power and Infra Fund Returns up to 1 year are on The primary investment objective of Reliance US Equity Opportunities Fund is to provide long term capital appreciation to investors by primarily investing in equity and equity related securities of companies listed on recognized stock exchanges in the US and the secondary objective is to generate consistent returns by investing in debt and money market securities in India. However, there can be no assurance or guarantee that the investment objective of the scheme will be achieved. Research Highlights for Nippon India US Equity Opportunites Fund Below is the key information for Nippon India US Equity Opportunites Fund Returns up to 1 year are on The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities. Research Highlights for Nippon India Small Cap Fund Below is the key information for Nippon India Small Cap Fund Returns up to 1 year are on (Erstwhile Reliance Equity Opportunities Fund) The primary investment objective of the scheme is to seek to generate capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity securities & equity related securities and the secondary objective is to generate consistent returns by investing in debt and money market securities. Research Highlights for Nippon India Multi Cap Fund Below is the key information for Nippon India Multi Cap Fund Returns up to 1 year are on (Erstwhile Reliance Regular Savings Fund - Equity Plan) The primary investment objective of this Option is to seek capital appreciation and/or to generate consistent returns by actively investing in equity/equity related securities. Research Highlights for Nippon India Value Fund Below is the key information for Nippon India Value Fund Returns up to 1 year are on The primary investment objective of the scheme is to seek to generate consistent returns by investing in equity and equity related or fixed income securities of Pharma and other associated companies. Research Highlights for Nippon India Pharma Fund Below is the key information for Nippon India Pharma Fund Returns up to 1 year are on (Erstwhile Reliance Top 200 Fund) The primary investment objective of the scheme is to seek to generate long term capital appreciation by investing in equity and equity related instruments of companies whose market capitalization is within the range of highest & lowest market capitalization of S&P BSE 200 Index. The secondary objective is to generate consistent returns by investing in debt and money market securities. Research Highlights for Nippon India Large Cap Fund Below is the key information for Nippon India Large Cap Fund Returns up to 1 year are on The primary investment objective of Reliance Japan Equity Fund is to provide long term capital appreciation to investors by primarily investing in equity and equity related securities of companies listed on the recognized stock exchanges of Japan and the secondary objective is to generate consistent returns by investing in debt and money market securities of India. However, there can be no assurance or guarantee that the investment objective of the scheme will be achieved. Research Highlights for Nippon India Japan Equity Fund Below is the key information for Nippon India Japan Equity Fund Returns up to 1 year are on The primary objective of the scheme is to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments. However, there can be no assurance that the scheme’s
investment objective shall be achieved. Research Highlights for Nippon India Tax Saver Fund (ELSS) Below is the key information for Nippon India Tax Saver Fund (ELSS) Returns up to 1 year are on The primary investment objective of the Scheme is to seek to generate continuous returns by actively investing in equity and equity related securities of
companies in the Banking Sector and companies engaged in allied activities related to Banking Sector. The AMC will have the discretion to completely or
partially invest in any of the type of securities stated above with a view to maximize the returns or on defensive considerations. 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. Research Highlights for Nippon India Banking Fund Below is the key information for Nippon India Banking Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Nippon India Power and Infra Fund Growth ₹345.538
↑ 1.21 ₹7,175 100 -2.4 8.3 -9.5 28.1 31.6 26.9 Nippon India US Equity Opportunites Fund Growth ₹36.8949
↑ 0.02 ₹714 100 4.5 12.5 14.8 22.5 13.9 21.3 Nippon India Small Cap Fund Growth ₹167.06
↑ 1.28 ₹64,821 100 -4.4 10.6 -9 22.3 31.5 26.1 Nippon India Multi Cap Fund Growth ₹298.919
↑ 2.30 ₹46,216 100 -2 10.2 -3.1 22.1 30.2 25.8 Nippon India Value Fund Growth ₹224.557
↑ 1.37 ₹8,584 100 -2.6 7.1 -5.5 22 25.7 22.3 Nippon India Pharma Fund Growth ₹501.188
↑ 5.20 ₹8,357 100 -4.4 3.1 -5.1 20.7 17.1 34 Nippon India Large Cap Fund Growth ₹91.3295
↑ 0.68 ₹45,012 100 -1.2 8.6 -1 19.9 25.1 18.2 Nippon India Japan Equity Fund Growth ₹22.0541
↓ -0.20 ₹284 100 8.4 20.8 13.6 19.8 9.2 9.3 Nippon India Tax Saver Fund (ELSS) Growth ₹127.919
↑ 0.85 ₹14,934 500 -2.3 7.5 -5.2 18 23.4 17.6 Nippon India Banking Fund Growth ₹623.253
↑ 7.24 ₹6,990 100 -5.2 7 2.8 18 26 10.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Oct 25 Research Highlights & Commentary of 10 Funds showcased
Commentary Nippon India Power and Infra Fund Nippon India US Equity Opportunites Fund Nippon India Small Cap Fund Nippon India Multi Cap Fund Nippon India Value Fund Nippon India Pharma Fund Nippon India Large Cap Fund Nippon India Japan Equity Fund Nippon India Tax Saver Fund (ELSS) Nippon India Banking Fund Point 1 Lower mid AUM (₹7,175 Cr). Bottom quartile AUM (₹714 Cr). Highest AUM (₹64,821 Cr). Top quartile AUM (₹46,216 Cr). Upper mid AUM (₹8,584 Cr). Lower mid AUM (₹8,357 Cr). Upper mid AUM (₹45,012 Cr). Bottom quartile AUM (₹284 Cr). Upper mid AUM (₹14,934 Cr). Bottom quartile AUM (₹6,990 Cr). Point 2 Established history (21+ yrs). Established history (10+ yrs). Established history (15+ yrs). Established history (20+ yrs). Established history (20+ yrs). Established history (21+ yrs). Established history (18+ yrs). Established history (11+ yrs). Established history (20+ yrs). Oldest track record among peers (22 yrs). Point 3 Top rated. Not Rated. Rating: 4★ (top quartile). Rating: 2★ (lower mid). Not Rated. Rating: 2★ (bottom quartile). Rating: 4★ (upper mid). Rating: 4★ (upper mid). Rating: 3★ (upper mid). Rating: 3★ (lower mid). Point 4 Risk profile: High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: High. Point 5 5Y return: 31.62% (top quartile). 5Y return: 13.90% (bottom quartile). 5Y return: 31.50% (top quartile). 5Y return: 30.22% (upper mid). 5Y return: 25.70% (upper mid). 5Y return: 17.08% (bottom quartile). 5Y return: 25.09% (lower mid). 5Y return: 9.15% (bottom quartile). 5Y return: 23.37% (lower mid). 5Y return: 25.96% (upper mid). Point 6 3Y return: 28.10% (top quartile). 3Y return: 22.50% (top quartile). 3Y return: 22.32% (upper mid). 3Y return: 22.11% (upper mid). 3Y return: 22.00% (upper mid). 3Y return: 20.69% (lower mid). 3Y return: 19.89% (lower mid). 3Y return: 19.80% (bottom quartile). 3Y return: 18.00% (bottom quartile). 3Y return: 17.98% (bottom quartile). Point 7 1Y return: -9.54% (bottom quartile). 1Y return: 14.77% (top quartile). 1Y return: -8.97% (bottom quartile). 1Y return: -3.14% (upper mid). 1Y return: -5.51% (bottom quartile). 1Y return: -5.14% (lower mid). 1Y return: -1.01% (upper mid). 1Y return: 13.61% (top quartile). 1Y return: -5.16% (lower mid). 1Y return: 2.80% (upper mid). Point 8 Alpha: -3.51 (lower mid). Alpha: -5.71 (bottom quartile). Alpha: -2.55 (upper mid). Alpha: 3.10 (top quartile). Alpha: -2.33 (upper mid). Alpha: -4.31 (lower mid). Alpha: 2.49 (top quartile). Alpha: -6.67 (bottom quartile). Alpha: 0.25 (upper mid). Alpha: -4.87 (bottom quartile). Point 9 Sharpe: -0.66 (bottom quartile). Sharpe: 0.51 (top quartile). Sharpe: -0.65 (bottom quartile). Sharpe: -0.38 (upper mid). Sharpe: -0.77 (bottom quartile). Sharpe: -0.47 (lower mid). Sharpe: -0.40 (upper mid). Sharpe: 0.48 (top quartile). Sharpe: -0.59 (lower mid). Sharpe: -0.12 (upper mid). Point 10 Information ratio: 0.79 (upper mid). Information ratio: -1.10 (bottom quartile). Information ratio: 0.10 (lower mid). Information ratio: 1.10 (upper mid). Information ratio: 1.65 (top quartile). Information ratio: -0.53 (bottom quartile). Information ratio: 1.96 (top quartile). Information ratio: -1.27 (bottom quartile). Information ratio: 0.70 (upper mid). Information ratio: 0.64 (lower mid). Nippon India Power and Infra Fund
Nippon India US Equity Opportunites Fund
Nippon India Small Cap Fund
Nippon India Multi Cap Fund
Nippon India Value Fund
Nippon India Pharma Fund
Nippon India Large Cap Fund
Nippon India Japan Equity Fund
Nippon India Tax Saver Fund (ELSS)
Nippon India Banking Fund
ആസ്തി >= 100 കോടി & അടുക്കി3 വർഷംസിഎജിആർ മടങ്ങുന്നു.1. Nippon India Power and Infra Fund
Nippon India Power and Infra Fund
Growth Launch Date 8 May 04 NAV (01 Oct 25) ₹345.538 ↑ 1.21 (0.35 %) Net Assets (Cr) ₹7,175 on 31 Aug 25 Category Equity - Sectoral AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 1.85 Sharpe Ratio -0.66 Information Ratio 0.79 Alpha Ratio -3.51 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹17,764 30 Sep 22 ₹18,789 30 Sep 23 ₹26,697 30 Sep 24 ₹43,660 30 Sep 25 ₹39,496 Returns for Nippon India Power and Infra Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Oct 25 Duration Returns 1 Month 3.3% 3 Month -2.4% 6 Month 8.3% 1 Year -9.5% 3 Year 28.1% 5 Year 31.6% 10 Year 15 Year Since launch 18% Historical performance (Yearly) on absolute basis
Year Returns 2024 26.9% 2023 58% 2022 10.9% 2021 48.9% 2020 10.8% 2019 -2.9% 2018 -21.1% 2017 61.7% 2016 0.1% 2015 0.3% Fund Manager information for Nippon India Power and Infra Fund
Name Since Tenure Kinjal Desai 25 May 18 7.28 Yr. Rahul Modi 19 Aug 24 1.04 Yr. Data below for Nippon India Power and Infra Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Industrials 35.97% Utility 23.04% Energy 9.45% Basic Materials 8.32% Consumer Cyclical 6.72% Communication Services 6.71% Real Estate 2.77% Health Care 2.23% Financial Services 2.12% Technology 2.05% Asset Allocation
Asset Class Value Cash 0.62% Equity 99.38% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE8% ₹580 Cr 4,275,000 NTPC Ltd (Utilities)
Equity, Since 31 May 09 | NTPC8% ₹547 Cr 16,699,999 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 18 | BHARTIARTL7% ₹482 Cr 2,550,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 07 | LT6% ₹423 Cr 1,173,337
↓ -41,000 Tata Power Co Ltd (Utilities)
Equity, Since 30 Apr 23 | TATAPOWER4% ₹296 Cr 7,900,789 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 30 Sep 24 | CGPOWER3% ₹251 Cr 3,617,014 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | ULTRACEMCO3% ₹221 Cr 175,000 Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Nov 22 | KAYNES3% ₹206 Cr 336,227 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 24 | BHEL3% ₹185 Cr 8,900,838
↑ 187,108 Carborundum Universal Ltd (Industrials)
Equity, Since 30 Sep 23 | CARBORUNIV2% ₹164 Cr 1,800,000 2. Nippon India US Equity Opportunites Fund
Nippon India US Equity Opportunites Fund
Growth Launch Date 23 Jul 15 NAV (30 Sep 25) ₹36.8949 ↑ 0.02 (0.04 %) Net Assets (Cr) ₹714 on 31 Aug 25 Category Equity - Global AMC Nippon Life Asset Management Ltd. Rating Risk High Expense Ratio 2.4 Sharpe Ratio 0.51 Information Ratio -1.1 Alpha Ratio -5.71 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹12,808 30 Sep 22 ₹10,426 30 Sep 23 ₹12,791 30 Sep 24 ₹16,699 30 Sep 25 ₹19,166 Returns for Nippon India US Equity Opportunites Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Oct 25 Duration Returns 1 Month 1.9% 3 Month 4.5% 6 Month 12.5% 1 Year 14.8% 3 Year 22.5% 5 Year 13.9% 10 Year 15 Year Since launch 13.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 21.3% 2023 32.4% 2022 -19% 2021 22.2% 2020 22.4% 2019 31.8% 2018 7.7% 2017 16.9% 2016 8.2% 2015 Fund Manager information for Nippon India US Equity Opportunites Fund
Name Since Tenure Kinjal Desai 25 May 18 7.28 Yr. Data below for Nippon India US Equity Opportunites Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Technology 26.81% Communication Services 17.54% Consumer Cyclical 16.89% Financial Services 14.03% Health Care 12.33% Basic Materials 3.43% Consumer Defensive 2.65% Asset Allocation
Asset Class Value Cash 6.32% Equity 93.68% Top Securities Holdings / Portfolio
Name Holding Value Quantity Meta Platforms Inc Class A (Communication Services)
Equity, Since 31 Oct 16 | META7% ₹52 Cr 8,008 Amazon.com Inc (Consumer Cyclical)
Equity, Since 31 Mar 19 | AMZN7% ₹47 Cr 23,439 Alphabet Inc Class A (Communication Services)
Equity, Since 31 Jul 15 | 0RIH6% ₹46 Cr 24,753 Microsoft Corp (Technology)
Equity, Since 30 Nov 18 | 0QYP6% ₹42 Cr 9,433 Taiwan Semiconductor Manufacturing Co Ltd ADR (Technology)
Equity, Since 31 Jan 23 | TSFA6% ₹40 Cr 19,701 Booking Holdings Inc (Consumer Cyclical)
Equity, Since 31 Jul 15 | PCE15% ₹39 Cr 785 Charles Schwab Corp (Financial Services)
Equity, Since 31 Jul 22 | SCHW5% ₹37 Cr 43,625 Mastercard Inc Class A (Financial Services)
Equity, Since 31 Jul 15 | 0R2Z5% ₹34 Cr 6,571 Visa Inc Class A (Financial Services)
Equity, Since 31 Jan 17 | 3V644% ₹29 Cr 9,396 The Walt Disney Co (Communication Services)
Equity, Since 30 Jun 19 | WDP4% ₹27 Cr 25,834 3. Nippon India Small Cap Fund
Nippon India Small Cap Fund
Growth Launch Date 16 Sep 10 NAV (01 Oct 25) ₹167.06 ↑ 1.28 (0.77 %) Net Assets (Cr) ₹64,821 on 31 Aug 25 Category Equity - Small Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.44 Sharpe Ratio -0.65 Information Ratio 0.1 Alpha Ratio -2.55 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹19,239 30 Sep 22 ₹21,488 30 Sep 23 ₹29,092 30 Sep 24 ₹43,200 30 Sep 25 ₹39,323 Returns for Nippon India Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Oct 25 Duration Returns 1 Month 0.8% 3 Month -4.4% 6 Month 10.6% 1 Year -9% 3 Year 22.3% 5 Year 31.5% 10 Year 15 Year Since launch 20.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 26.1% 2023 48.9% 2022 6.5% 2021 74.3% 2020 29.2% 2019 -2.5% 2018 -16.7% 2017 63% 2016 5.6% 2015 15.1% Fund Manager information for Nippon India Small Cap Fund
Name Since Tenure Samir Rachh 2 Jan 17 8.67 Yr. Kinjal Desai 25 May 18 7.28 Yr. Data below for Nippon India Small Cap Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Industrials 21.51% Consumer Cyclical 14.83% Financial Services 14.64% Basic Materials 13.07% Consumer Defensive 9.19% Health Care 8.74% Technology 7.19% Utility 2.36% Energy 1.51% Communication Services 1.45% Real Estate 0.55% Asset Allocation
Asset Class Value Cash 4.96% Equity 95.04% Top Securities Holdings / Portfolio
Name Holding Value Quantity Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX2% ₹1,368 Cr 1,851,010 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK2% ₹1,266 Cr 13,300,000 Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Oct 12 | KIRLOSBROS1% ₹868 Cr 4,472,130 Paradeep Phosphates Ltd (Basic Materials)
Equity, Since 31 May 22 | 5435301% ₹828 Cr 38,089,109
↓ -2,273,393 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | KARURVYSYA1% ₹816 Cr 38,140,874 eClerx Services Ltd (Technology)
Equity, Since 31 Jul 20 | ECLERX1% ₹744 Cr 1,762,330 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 18 | TIINDIA1% ₹740 Cr 2,499,222 State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN1% ₹730 Cr 9,100,000 ELANTAS Beck India Ltd (Basic Materials)
Equity, Since 28 Feb 13 | 5001231% ₹720 Cr 651,246 Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS1% ₹695 Cr 899,271 4. Nippon India Multi Cap Fund
Nippon India Multi Cap Fund
Growth Launch Date 28 Mar 05 NAV (01 Oct 25) ₹298.919 ↑ 2.30 (0.77 %) Net Assets (Cr) ₹46,216 on 31 Aug 25 Category Equity - Multi Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 1.57 Sharpe Ratio -0.38 Information Ratio 1.1 Alpha Ratio 3.1 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹18,347 30 Sep 22 ₹20,561 30 Sep 23 ₹26,521 30 Sep 24 ₹38,654 30 Sep 25 ₹37,441 Returns for Nippon India Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Oct 25 Duration Returns 1 Month 0.3% 3 Month -2% 6 Month 10.2% 1 Year -3.1% 3 Year 22.1% 5 Year 30.2% 10 Year 15 Year Since launch 18% Historical performance (Yearly) on absolute basis
Year Returns 2024 25.8% 2023 38.1% 2022 14.1% 2021 48.9% 2020 0% 2019 2.2% 2018 -2.2% 2017 40.9% 2016 -6.7% 2015 0.5% Fund Manager information for Nippon India Multi Cap Fund
Name Since Tenure Sailesh Raj Bhan 31 Mar 05 20.44 Yr. Ashutosh Bhargava 1 Sep 21 4 Yr. Kinjal Desai 25 May 18 7.28 Yr. Data below for Nippon India Multi Cap Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 25.33% Consumer Cyclical 20.92% Industrials 17.67% Health Care 8.91% Utility 6% Basic Materials 5.81% Consumer Defensive 4.3% Technology 4.15% Energy 2.81% Communication Services 1.39% Real Estate 0.13% Asset Allocation
Asset Class Value Cash 2.59% Equity 97.41% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK5% ₹2,379 Cr 25,000,896
↑ 1,000,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 15 | AXISBANK4% ₹1,683 Cr 16,099,895 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK3% ₹1,535 Cr 10,981,360 GE Vernova T&D India Ltd (Industrials)
Equity, Since 31 May 12 | GVT&D3% ₹1,432 Cr 5,151,333
↓ -876,413 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE3% ₹1,299 Cr 9,568,975 Max Financial Services Ltd (Financial Services)
Equity, Since 31 Mar 12 | MFSL3% ₹1,186 Cr 7,400,000 Infosys Ltd (Technology)
Equity, Since 30 Apr 09 | INFY3% ₹1,176 Cr 8,000,504
↑ 3,200,000 State Bank of India (Financial Services)
Equity, Since 31 Mar 05 | SBIN2% ₹993 Cr 12,376,760 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 22 | BAJFINANCE2% ₹990 Cr 11,281,970 NTPC Ltd (Utilities)
Equity, Since 30 Jun 23 | NTPC2% ₹975 Cr 29,762,573 5. Nippon India Value Fund
Nippon India Value Fund
Growth Launch Date 8 Jun 05 NAV (01 Oct 25) ₹224.557 ↑ 1.37 (0.61 %) Net Assets (Cr) ₹8,584 on 31 Aug 25 Category Equity - Value AMC Nippon Life Asset Management Ltd. Rating Risk Moderately High Expense Ratio 1.84 Sharpe Ratio -0.77 Information Ratio 1.65 Alpha Ratio -2.33 Min Investment 500 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹17,151 30 Sep 22 ₹17,279 30 Sep 23 ₹21,424 30 Sep 24 ₹33,206 30 Sep 25 ₹31,375 Returns for Nippon India Value Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Oct 25 Duration Returns 1 Month 2.2% 3 Month -2.6% 6 Month 7.1% 1 Year -5.5% 3 Year 22% 5 Year 25.7% 10 Year 15 Year Since launch 16.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 22.3% 2023 42.4% 2022 4.8% 2021 39.4% 2020 16.3% 2019 5.7% 2018 -8.4% 2017 45.7% 2016 -1.6% 2015 6.1% Fund Manager information for Nippon India Value Fund
Name Since Tenure Meenakshi Dawar 7 May 18 7.33 Yr. Dhrumil Shah 1 Jan 23 2.67 Yr. Kinjal Desai 25 May 18 7.28 Yr. Data below for Nippon India Value Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 32.9% Technology 12.04% Industrials 11.94% Energy 7.49% Consumer Cyclical 7.32% Basic Materials 6.81% Utility 5.89% Health Care 4.67% Communication Services 3.14% Consumer Defensive 1.54% Real Estate 0.32% Asset Allocation
Asset Class Value Cash 5.95% Equity 94.05% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | HDFCBANK9% ₹769 Cr 8,079,200 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 18 | ICICIBANK5% ₹406 Cr 2,904,797 Infosys Ltd (Technology)
Equity, Since 31 Oct 11 | INFY4% ₹323 Cr 2,200,779 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 18 | RELIANCE3% ₹261 Cr 1,920,396 State Bank of India (Financial Services)
Equity, Since 28 Feb 15 | SBIN3% ₹246 Cr 3,061,159 NTPC Ltd (Utilities)
Equity, Since 31 May 22 | NTPC3% ₹244 Cr 7,434,650 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 18 | BHARTIARTL3% ₹241 Cr 1,277,248 Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT3% ₹226 Cr 628,547 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Jan 23 | ONGC2% ₹209 Cr 8,924,956 IndusInd Bank Ltd (Financial Services)
Equity, Since 31 May 23 | INDUSINDBK2% ₹203 Cr 2,744,522 6. Nippon India Pharma Fund
Nippon India Pharma Fund
Growth Launch Date 5 Jun 04 NAV (01 Oct 25) ₹501.188 ↑ 5.20 (1.05 %) Net Assets (Cr) ₹8,357 on 31 Aug 25 Category Equity - Sectoral AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk High Expense Ratio 1.81 Sharpe Ratio -0.48 Information Ratio -0.53 Alpha Ratio -4.31 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹13,642 30 Sep 22 ₹12,514 30 Sep 23 ₹15,630 30 Sep 24 ₹23,190 30 Sep 25 ₹21,997 Returns for Nippon India Pharma Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Oct 25 Duration Returns 1 Month -2.4% 3 Month -4.4% 6 Month 3.1% 1 Year -5.1% 3 Year 20.7% 5 Year 17.1% 10 Year 15 Year Since launch 20.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 34% 2023 39.2% 2022 -9.9% 2021 23.9% 2020 66.4% 2019 1.7% 2018 3.6% 2017 7.6% 2016 -10.6% 2015 19.4% Fund Manager information for Nippon India Pharma Fund
Name Since Tenure Sailesh Raj Bhan 1 Apr 05 20.43 Yr. Kinjal Desai 25 May 18 7.28 Yr. Data below for Nippon India Pharma Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Health Care 99.48% Asset Allocation
Asset Class Value Cash 0.52% Equity 99.48% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 09 | SUNPHARMA12% ₹998 Cr 6,256,349 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB7% ₹613 Cr 1,000,031 Cipla Ltd (Healthcare)
Equity, Since 31 May 08 | CIPLA6% ₹509 Cr 3,200,000 Lupin Ltd (Healthcare)
Equity, Since 31 Aug 08 | LUPIN6% ₹509 Cr 2,683,991 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Sep 20 | APOLLOHOSP6% ₹494 Cr 648,795 Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 30 Jun 11 | DRREDDY6% ₹493 Cr 3,916,074 Medplus Health Services Ltd (Healthcare)
Equity, Since 30 Nov 22 | 5434274% ₹305 Cr 3,627,277 Vijaya Diagnostic Centre Ltd (Healthcare)
Equity, Since 30 Sep 21 | 5433503% ₹291 Cr 2,886,684 GlaxoSmithKline Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Aug 22 | GLAXO3% ₹254 Cr 913,226 Gland Pharma Ltd (Healthcare)
Equity, Since 30 Nov 20 | GLAND3% ₹247 Cr 1,320,549 7. Nippon India Large Cap Fund
Nippon India Large Cap Fund
Growth Launch Date 8 Aug 07 NAV (01 Oct 25) ₹91.3295 ↑ 0.68 (0.75 %) Net Assets (Cr) ₹45,012 on 31 Aug 25 Category Equity - Large Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.58 Sharpe Ratio -0.41 Information Ratio 1.96 Alpha Ratio 2.49 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹16,969 30 Sep 22 ₹17,776 30 Sep 23 ₹22,238 30 Sep 24 ₹30,943 30 Sep 25 ₹30,631 Returns for Nippon India Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Oct 25 Duration Returns 1 Month 0.9% 3 Month -1.2% 6 Month 8.6% 1 Year -1% 3 Year 19.9% 5 Year 25.1% 10 Year 15 Year Since launch 12.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 18.2% 2023 32.1% 2022 11.3% 2021 32.4% 2020 4.9% 2019 7.3% 2018 -0.2% 2017 38.4% 2016 2.2% 2015 1.1% Fund Manager information for Nippon India Large Cap Fund
Name Since Tenure Sailesh Raj Bhan 8 Aug 07 18.08 Yr. Kinjal Desai 25 May 18 7.28 Yr. Bhavik Dave 19 Aug 24 1.04 Yr. Data below for Nippon India Large Cap Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 31.74% Consumer Cyclical 14.78% Consumer Defensive 10.77% Industrials 10.47% Technology 7.16% Energy 6.19% Utility 6.18% Basic Materials 6.11% Health Care 4.86% Communication Services 0.24% Asset Allocation
Asset Class Value Cash 1.52% Equity 98.48% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK8% ₹3,719 Cr 39,080,734 Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE6% ₹2,787 Cr 20,537,539
↑ 501,462 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK5% ₹2,306 Cr 16,500,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | AXISBANK4% ₹1,880 Cr 17,989,098
↑ 1,500,000 State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN4% ₹1,826 Cr 22,754,164 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT4% ₹1,585 Cr 4,400,529 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 16 | ITC3% ₹1,448 Cr 35,329,812 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Dec 21 | BAJFINANCE3% ₹1,366 Cr 15,557,110 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Sep 20 | HINDUNILVR3% ₹1,339 Cr 5,035,752
↑ 400,000 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Jun 12 | GVT&D3% ₹1,292 Cr 4,650,000
↓ -150,000 8. Nippon India Japan Equity Fund
Nippon India Japan Equity Fund
Growth Launch Date 26 Aug 14 NAV (01 Oct 25) ₹22.0541 ↓ -0.20 (-0.88 %) Net Assets (Cr) ₹284 on 31 Aug 25 Category Equity - Global AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 2.45 Sharpe Ratio 0.48 Information Ratio -1.27 Alpha Ratio -6.67 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹12,411 30 Sep 22 ₹9,012 30 Sep 23 ₹10,958 30 Sep 24 ₹13,637 30 Sep 25 ₹15,493 Returns for Nippon India Japan Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Oct 25 Duration Returns 1 Month 2.6% 3 Month 8.4% 6 Month 20.8% 1 Year 13.6% 3 Year 19.8% 5 Year 9.2% 10 Year 15 Year Since launch 7.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 9.3% 2023 18.7% 2022 -15.3% 2021 5.7% 2020 2019 2018 2017 2016 2015 Fund Manager information for Nippon India Japan Equity Fund
Name Since Tenure Kinjal Desai 25 May 18 7.28 Yr. Data below for Nippon India Japan Equity Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Industrials 26.09% Consumer Cyclical 17.06% Technology 15.71% Financial Services 13.57% Consumer Defensive 7.05% Real Estate 6.75% Communication Services 6.36% Health Care 3.12% Basic Materials 3.08% Asset Allocation
Asset Class Value Cash 1.22% Equity 98.78% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sumitomo Electric Industries Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | SMO5% ₹14 Cr 53,900 Ajinomoto Co Inc (Consumer Defensive)
Equity, Since 30 Jun 23 | 28024% ₹11 Cr 46,800 BayCurrent Inc (Industrials)
Equity, Since 30 Jun 22 | 65324% ₹11 Cr 21,400 ORIX Corp (Financial Services)
Equity, Since 30 Jun 24 | OIX4% ₹10 Cr 45,100 Mitsui Fudosan Co Ltd (Real Estate)
Equity, Since 31 Aug 14 | MFU4% ₹10 Cr 110,000 TDK Corp (Technology)
Equity, Since 30 Jun 22 | TDK4% ₹10 Cr 88,300 Mitsubishi Corp (Industrials)
Equity, Since 30 Jun 25 | MBI4% ₹10 Cr 50,400 East Japan Railway Co (Industrials)
Equity, Since 30 Jun 24 | EJPRF4% ₹10 Cr 46,300 Sony Group Corp (Technology)
Equity, Since 30 Jun 21 | SON13% ₹10 Cr 39,700 Bridgestone Corp (Consumer Cyclical)
Equity, Since 30 Jun 25 | BGT3% ₹10 Cr 23,900 9. Nippon India Tax Saver Fund (ELSS)
Nippon India Tax Saver Fund (ELSS)
Growth Launch Date 21 Sep 05 NAV (01 Oct 25) ₹127.919 ↑ 0.85 (0.67 %) Net Assets (Cr) ₹14,934 on 31 Aug 25 Category Equity - ELSS AMC Nippon Life Asset Management Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 1.7 Sharpe Ratio -0.59 Information Ratio 0.7 Alpha Ratio 0.25 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹17,264 30 Sep 22 ₹17,395 30 Sep 23 ₹20,931 30 Sep 24 ₹30,135 30 Sep 25 ₹28,579 Returns for Nippon India Tax Saver Fund (ELSS)
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Oct 25 Duration Returns 1 Month 1.2% 3 Month -2.3% 6 Month 7.5% 1 Year -5.2% 3 Year 18% 5 Year 23.4% 10 Year 15 Year Since launch 13.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 17.6% 2023 28.6% 2022 6.9% 2021 37.6% 2020 -0.4% 2019 1.5% 2018 -20.7% 2017 46% 2016 4.2% 2015 -2.9% Fund Manager information for Nippon India Tax Saver Fund (ELSS)
Name Since Tenure Rupesh Patel 1 Jul 21 4.17 Yr. Ritesh Rathod 19 Aug 24 1.04 Yr. Kinjal Desai 25 May 18 7.28 Yr. Data below for Nippon India Tax Saver Fund (ELSS) as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 37.26% Consumer Cyclical 11% Industrials 10.94% Consumer Defensive 9.76% Utility 6.65% Technology 5.71% Health Care 5.21% Energy 4.45% Basic Materials 4.26% Communication Services 3.72% Asset Allocation
Asset Class Value Cash 1.04% Equity 98.96% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | ICICIBANK8% ₹1,202 Cr 8,600,000
↓ -200,000 HDFC Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | HDFCBANK7% ₹1,066 Cr 11,200,000 Infosys Ltd (Technology)
Equity, Since 31 Mar 20 | INFY4% ₹641 Cr 4,360,420
↑ 350,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 20 | AXISBANK4% ₹585 Cr 5,600,000 NTPC Ltd (Utilities)
Equity, Since 28 Feb 19 | NTPC3% ₹459 Cr 14,000,000
↓ -500,000 State Bank of India (Financial Services)
Equity, Since 31 Dec 13 | SBIN3% ₹449 Cr 5,600,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 20 | RELIANCE3% ₹410 Cr 3,018,247 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | MOTHERSON2% ₹355 Cr 38,319,861 Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 31 Oct 21 | 8901572% ₹347 Cr 2,400,000
↓ -130,000 Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 22 | PFC2% ₹346 Cr 9,111,111 10. Nippon India Banking Fund
Nippon India Banking Fund
Growth Launch Date 26 May 03 NAV (01 Oct 25) ₹623.253 ↑ 7.24 (1.18 %) Net Assets (Cr) ₹6,990 on 31 Aug 25 Category Equity - Sectoral AMC Nippon Life Asset Management Ltd. Rating ☆☆☆ Risk High Expense Ratio 1.89 Sharpe Ratio -0.12 Information Ratio 0.64 Alpha Ratio -4.87 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹18,342 30 Sep 22 ₹19,306 30 Sep 23 ₹23,931 30 Sep 24 ₹30,842 30 Sep 25 ₹31,705 Returns for Nippon India Banking Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Oct 25 Duration Returns 1 Month 2.6% 3 Month -5.2% 6 Month 7% 1 Year 2.8% 3 Year 18% 5 Year 26% 10 Year 15 Year Since launch 20.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 10.3% 2023 24.2% 2022 20.7% 2021 29.7% 2020 -10.6% 2019 10.7% 2018 -1.2% 2017 44.1% 2016 11.5% 2015 -6% Fund Manager information for Nippon India Banking Fund
Name Since Tenure Vinay Sharma 9 Apr 18 7.4 Yr. Kinjal Desai 25 May 18 7.28 Yr. Bhavik Dave 18 Jun 21 4.21 Yr. Data below for Nippon India Banking Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 95.46% Technology 2.75% Asset Allocation
Asset Class Value Cash 1.8% Equity 98.2% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK17% ₹1,183 Cr 12,429,320 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK16% ₹1,101 Cr 7,874,587 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | AXISBANK9% ₹638 Cr 6,100,228 State Bank of India (Financial Services)
Equity, Since 31 Mar 14 | SBIN7% ₹489 Cr 6,092,664 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Nov 20 | SBILIFE4% ₹304 Cr 1,685,031 SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Jul 20 | SBICARD3% ₹238 Cr 2,962,545
↑ 241,718 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 23 | BAJAJFINSV3% ₹219 Cr 1,146,038 The Federal Bank Ltd (Financial Services)
Equity, Since 30 Nov 04 | FEDERALBNK3% ₹219 Cr 11,405,824
↑ 1,000,000 Max Financial Services Ltd (Financial Services)
Equity, Since 31 Oct 12 | MFSL3% ₹194 Cr 1,211,634 Bank of Baroda (Financial Services)
Equity, Since 30 Apr 25 | BANKBARODA3% ₹188 Cr 8,093,554
SIP നിക്ഷേപം എങ്ങനെ വളരുന്നു?
നിങ്ങളുടെ എങ്ങനെയെന്ന് അറിയാൻ ആഗ്രഹിക്കുന്നുSIP നിക്ഷേപം നിങ്ങൾ ഒരു നിശ്ചിത സമയത്തേക്ക് ഒരു നിശ്ചിത തുക പ്രതിമാസം നിക്ഷേപിച്ചാൽ വളരുമോ? ഒരു ഉദാഹരണത്തിലൂടെ ഞങ്ങൾ നിങ്ങളെ വിശദീകരിക്കും.
SIP കാൽക്കുലേറ്റർ അല്ലെങ്കിൽ SIP റിട്ടേൺ കാൽക്കുലേറ്റർ
എസ്ഐപി കാൽക്കുലേറ്ററുകൾ സാധാരണയായി ഒരാൾ നിക്ഷേപിക്കാൻ ആഗ്രഹിക്കുന്ന എസ്ഐപി നിക്ഷേപ തുക (ലക്ഷ്യം), ആവശ്യമുള്ള നിക്ഷേപത്തിന്റെ എണ്ണം, പ്രതീക്ഷിച്ചത് തുടങ്ങിയ ഇൻപുട്ടുകൾ എടുക്കുന്നു.പണപ്പെരുപ്പം നിരക്കുകളും (ഒരാൾ ഇത് കണക്കിലെടുക്കേണ്ടതുണ്ട്!) പ്രതീക്ഷിക്കുന്ന വരുമാനവും. അതിനാൽ, ഒരു ലക്ഷ്യം നേടുന്നതിന് ആവശ്യമായ SIP റിട്ടേണുകൾ ഒരാൾക്ക് കണക്കാക്കാം!
നിങ്ങൾ 10 രൂപ നിക്ഷേപിക്കുകയാണെങ്കിൽ എന്ന് കരുതുക.000 10 വർഷത്തേക്ക്, നിങ്ങളുടെ SIP നിക്ഷേപം എങ്ങനെ വളരുന്നുവെന്ന് കാണുക-
പ്രതിമാസ നിക്ഷേപം: 10,000 രൂപ
നിക്ഷേപ കാലയളവ്: 10 വർഷം
നിക്ഷേപിച്ച ആകെ തുക: 12,00,000 രൂപ
ദീർഘകാല വളർച്ചാ നിരക്ക് (ഏകദേശം): 15%
അനുസരിച്ച് പ്രതീക്ഷിക്കുന്ന വരുമാനംസിപ്പ് കാൽക്കുലേറ്റർ: 27,86,573 രൂപ
മൊത്ത ലാഭം: INR 15,86,573 (സമ്പൂർണ്ണ റിട്ടേൺ= 132.2%)
നിങ്ങൾ 10 വർഷത്തേക്ക് പ്രതിമാസം 10,000 രൂപ നിക്ഷേപിക്കുകയാണെങ്കിൽ (മൊത്തം INR12,00,000) നിങ്ങൾ സമ്പാദിക്കും27,86,573 രൂപ, അതായത് നിങ്ങൾ ഉണ്ടാക്കുന്ന അറ്റാദായം15,86,573 രൂപ. അത് ഗംഭീരമല്ലേ!
നിപ്പോൺ ഇന്ത്യ മ്യൂച്വൽ ഫണ്ടിൽ ഓൺലൈനിൽ എങ്ങനെ നിക്ഷേപിക്കാം?
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നിങ്ങളുടെ രജിസ്ട്രേഷനും KYC പ്രക്രിയയും പൂർത്തിയാക്കുക
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Research Highlights for Nippon India Power and Infra Fund