+91-22-4891390910 ఉత్తమ నిప్పాన్/రిలయన్స్ MF SIP మ్యూచువల్ ఫండ్‌లు 2022
రిలయన్స్SIP మ్యూచువల్ ఫండ్ అనువైన మార్గంమ్యూచువల్ ఫండ్స్‌లో పెట్టుబడి పెట్టండి, ముఖ్యంగా చాలా కాలం పాటు-టర్మ్ ప్లాన్. SIPలో, మీరు నిర్ణీత వ్యవధిలో చిన్న మొత్తాన్ని పెట్టుబడి పెట్టవచ్చు, ఇది సంవత్సరాలలో గణనీయమైన కార్పస్‌ను నిర్మించే అవకాశాన్ని సృష్టిస్తుంది.
రిలయన్స్ SIP ద్వారా మీరు పెట్టుబడి పెట్టాలనుకునే స్కీమ్‌లో ప్రతి నెలా కేవలం INR 100 మాత్రమే డిపాజిట్ చేయవచ్చు.పెట్టుబడి పెడుతున్నారు క్రమం తప్పకుండా ఒక చిన్న మొత్తం, మీరు కూడా మీ సాధించవచ్చుఆర్థిక లక్ష్యాలు సమయానికి. వంటి లక్ష్యాలుపదవీ విరమణ ప్రణాళిక, వివాహం, ఇల్లు/కారు కొనుగోలు మొదలైనవి SIP ద్వారా సాధించవచ్చు.
రిలయన్స్ SIP ఫండ్లలో ఎందుకు పెట్టుబడి పెట్టాలి?
SIP యొక్క కొన్ని ప్రధాన ప్రయోజనాలు-
- ఇది రూపాయి ధర సగటును అందిస్తుంది
- నుండి ప్రయోజనం పొందుతుందిసమ్మేళనం యొక్క శక్తి
- అవసరం లేదుసంత టైమింగ్
- యూనిట్‌కు తగ్గిన ఖర్చులు
ఇక్కడ పెట్టుబడి పెట్టడానికి ఆసక్తి ఉన్న పెట్టుబడిదారులు ఉత్తమ రిలయన్స్ SIPమ్యూచువల్ ఫండ్స్ ఈక్విటీ విభాగంలో. AUM వంటి పారామితులను తీసుకొని ఈ నిధులు షార్ట్‌లిస్ట్ చేయబడ్డాయి,కాదు, గత ప్రదర్శనలు, పీర్ సగటు రాబడి మొదలైనవి.
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ముఖ్యమైన సమాచారం
అక్టోబర్ 2019 నుండి,రిలయన్స్ మ్యూచువల్ ఫండ్ నిప్పాన్ ఇండియా మ్యూచువల్ ఫండ్‌గా పేరు మార్చబడింది. నిప్పాన్ లైఫ్ రిలయన్స్ నిప్పాన్ అసెట్ మేనేజ్‌మెంట్ (RNAM)లో మెజారిటీ (75%) వాటాలను కొనుగోలు చేసింది. నిర్మాణం మరియు నిర్వహణలో ఎలాంటి మార్పు లేకుండా కంపెనీ తన కార్యకలాపాలను కొనసాగిస్తుంది.
ఈక్విటీ ఫండ్స్ కోసం ఉత్తమ నిప్పన్ లేదా రిలయన్స్ మ్యూచువల్ ఫండ్ SIP
(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 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 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 (Erstwhile Reliance Quant Plus Fund) The investment objective of the scheme is to generate capital appreciation through investment in equity and equity related instruments. The scheme will seek to generate capital appreciation by investing in an active portfolio of stocks selected from Nifty 50 on the basis of a mathematical model. Research Highlights for Nippon India Quant Fund Below is the key information for Nippon India Quant 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 (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 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 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 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 ₹346.922
↑ 0.06 ₹7,530 100 1.4 1.4 -1.1 25.2 29.2 26.9 Nippon India Pharma Fund Growth ₹514.772
↑ 1.33 ₹8,346 100 -1.5 2.8 0.8 21.4 17.2 34 Nippon India Small Cap Fund Growth ₹167.71
↑ 0.04 ₹68,969 100 -0.7 2.3 -2.4 21.3 29.9 26.1 Nippon India Multi Cap Fund Growth ₹300.612
↓ -0.07 ₹49,314 100 -0.5 3.5 3.2 21.2 27.5 25.8 Nippon India Value Fund Growth ₹231.666
↓ -0.30 ₹9,173 100 3.6 4.5 4.6 21.1 23.7 22.3 Nippon India Quant Fund Growth ₹73.2893
↑ 0.01 ₹107 100 2.9 5 5.4 19.3 21.2 19.9 Nippon India US Equity Opportunites Fund Growth ₹36.3864
↑ 0.68 ₹726 100 0.8 9.4 7.5 19 11.7 21.3 Nippon India Large Cap Fund Growth ₹93.1052
↓ -0.14 ₹48,871 100 1.6 4.9 6.6 18.3 22.4 18.2 Nippon India Banking Fund Growth ₹657.324
↑ 0.88 ₹7,543 100 6 5.9 14.4 17.5 21.8 10.3 Nippon India Tax Saver Fund (ELSS) Growth ₹130.794
↓ -0.06 ₹15,513 500 1.6 3.6 4.2 16.6 20.8 17.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Nov 25 Research Highlights & Commentary of 10 Funds showcased
Commentary Nippon India Power and Infra Fund Nippon India Pharma Fund Nippon India Small Cap Fund Nippon India Multi Cap Fund Nippon India Value Fund Nippon India Quant Fund Nippon India US Equity Opportunites Fund Nippon India Large Cap Fund Nippon India Banking Fund Nippon India Tax Saver Fund (ELSS) Point 1 Bottom quartile AUM (₹7,530 Cr). Lower mid AUM (₹8,346 Cr). Highest AUM (₹68,969 Cr). Top quartile AUM (₹49,314 Cr). Upper mid AUM (₹9,173 Cr). Bottom quartile AUM (₹107 Cr). Bottom quartile AUM (₹726 Cr). Upper mid AUM (₹48,871 Cr). Lower mid AUM (₹7,543 Cr). Upper mid AUM (₹15,513 Cr). Point 2 Established history (21+ yrs). Established history (21+ yrs). Established history (15+ yrs). Established history (20+ yrs). Established history (20+ yrs). Established history (17+ yrs). Established history (10+ yrs). Established history (18+ yrs). Oldest track record among peers (22 yrs). Established history (20+ yrs). Point 3 Top rated. Rating: 2★ (lower mid). Rating: 4★ (top quartile). Rating: 2★ (lower mid). Not Rated. Rating: 2★ (bottom quartile). Not Rated. Rating: 4★ (upper mid). Rating: 3★ (upper mid). Rating: 3★ (upper mid). Point 4 Risk profile: High. Risk profile: High. Risk profile: Moderately 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. Point 5 5Y return: 29.22% (top quartile). 5Y return: 17.20% (bottom quartile). 5Y return: 29.92% (top quartile). 5Y return: 27.45% (upper mid). 5Y return: 23.71% (upper mid). 5Y return: 21.19% (lower mid). 5Y return: 11.74% (bottom quartile). 5Y return: 22.37% (upper mid). 5Y return: 21.84% (lower mid). 5Y return: 20.84% (bottom quartile). Point 6 3Y return: 25.21% (top quartile). 3Y return: 21.37% (top quartile). 3Y return: 21.26% (upper mid). 3Y return: 21.17% (upper mid). 3Y return: 21.09% (upper mid). 3Y return: 19.30% (lower mid). 3Y return: 19.00% (lower mid). 3Y return: 18.28% (bottom quartile). 3Y return: 17.51% (bottom quartile). 3Y return: 16.63% (bottom quartile). Point 7 1Y return: -1.11% (bottom quartile). 1Y return: 0.84% (bottom quartile). 1Y return: -2.36% (bottom quartile). 1Y return: 3.23% (lower mid). 1Y return: 4.61% (upper mid). 1Y return: 5.42% (upper mid). 1Y return: 7.52% (top quartile). 1Y return: 6.61% (upper mid). 1Y return: 14.39% (top quartile). 1Y return: 4.21% (lower mid). Point 8 Alpha: -7.46 (bottom quartile). Alpha: -2.97 (bottom quartile). Alpha: -2.66 (lower mid). Alpha: -0.58 (upper mid). Alpha: -1.68 (upper mid). Alpha: 1.22 (top quartile). Alpha: -8.77 (bottom quartile). Alpha: 0.46 (top quartile). Alpha: -2.56 (lower mid). Alpha: -1.25 (upper mid). Point 9 Sharpe: -0.12 (bottom quartile). Sharpe: -0.35 (bottom quartile). Sharpe: -0.35 (bottom quartile). Sharpe: -0.07 (lower mid). Sharpe: -0.10 (lower mid). Sharpe: 0.06 (upper mid). Sharpe: 0.62 (top quartile). Sharpe: 0.15 (upper mid). Sharpe: 0.45 (top quartile). Sharpe: -0.06 (upper mid). Point 10 Information ratio: 0.57 (lower mid). Information ratio: -0.76 (bottom quartile). Information ratio: -0.11 (bottom quartile). Information ratio: 0.64 (upper mid). Information ratio: 1.59 (top quartile). Information ratio: 1.63 (top quartile). Information ratio: -1.05 (bottom quartile). Information ratio: 1.44 (upper mid). Information ratio: 0.64 (upper mid). Information ratio: 0.49 (lower mid). Nippon India Power and Infra Fund
Nippon India Pharma Fund
Nippon India Small Cap Fund
Nippon India Multi Cap Fund
Nippon India Value Fund
Nippon India Quant Fund
Nippon India US Equity Opportunites Fund
Nippon India Large Cap Fund
Nippon India Banking Fund
Nippon India Tax Saver Fund (ELSS)
ఆస్తులు >= 100 కోట్లు & క్రమబద్ధీకరించబడింది3 సంవత్సరంCAGR తిరిగి వస్తుంది.1. Nippon India Power and Infra Fund
Nippon India Power and Infra Fund
Growth Launch Date 8 May 04 NAV (25 Nov 25) ₹346.922 ↑ 0.06 (0.02 %) Net Assets (Cr) ₹7,530 on 31 Oct 25 Category Equity - Sectoral AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 1.85 Sharpe Ratio -0.12 Information Ratio 0.57 Alpha Ratio -7.46 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 31 Oct 20 ₹10,000 31 Oct 21 ₹18,067 31 Oct 22 ₹20,069 31 Oct 23 ₹26,247 31 Oct 24 ₹40,909 31 Oct 25 ₹41,433 Returns for Nippon India Power and Infra Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Nov 25 Duration Returns 1 Month -1.6% 3 Month 1.4% 6 Month 1.4% 1 Year -1.1% 3 Year 25.2% 5 Year 29.2% 10 Year 15 Year Since launch 17.9% 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 7.44 Yr. Rahul Modi 19 Aug 24 1.2 Yr. Lokesh Maru 5 Sep 25 0.16 Yr. Divya Sharma 5 Sep 25 0.16 Yr. Data below for Nippon India Power and Infra Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Industrials 33.1% Utility 23.63% Energy 9.78% Basic Materials 7.58% Consumer Cyclical 7.32% Communication Services 5.73% Technology 4.63% Real Estate 2.86% Financial Services 2.21% Health Care 2.14% Asset Allocation
Asset Class Value Cash 0.63% Equity 99.37% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE8% ₹635 Cr 4,275,000 NTPC Ltd (Utilities)
Equity, Since 31 May 09 | 5325558% ₹573 Cr 17,000,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 07 | LT6% ₹449 Cr 1,114,337
↓ -20,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 18 | BHARTIARTL6% ₹431 Cr 2,100,000
↓ -200,000 Tata Power Co Ltd (Utilities)
Equity, Since 30 Apr 23 | 5004004% ₹320 Cr 7,900,789 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 24 | 5001033% ₹247 Cr 9,300,838 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 30 Sep 24 | 5000933% ₹222 Cr 3,020,014
↓ -350,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | 5325383% ₹203 Cr 170,000 NTPC Green Energy Ltd (Utilities)
Equity, Since 30 Nov 24 | NTPCGREEN2% ₹177 Cr 17,147,157
↑ 296,973 Kaynes Technology India Ltd (Technology)
Equity, Since 30 Nov 22 | KAYNES2% ₹168 Cr 250,113 2. Nippon India Pharma Fund
Nippon India Pharma Fund
Growth Launch Date 5 Jun 04 NAV (25 Nov 25) ₹514.772 ↑ 1.33 (0.26 %) Net Assets (Cr) ₹8,346 on 31 Oct 25 Category Equity - Sectoral AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk High Expense Ratio 1.81 Sharpe Ratio -0.35 Information Ratio -0.76 Alpha Ratio -2.97 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 31 Oct 20 ₹10,000 31 Oct 21 ₹13,485 31 Oct 22 ₹13,065 31 Oct 23 ₹15,358 31 Oct 24 ₹23,207 31 Oct 25 ₹23,085 Returns for Nippon India Pharma Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Nov 25 Duration Returns 1 Month 0.1% 3 Month -1.5% 6 Month 2.8% 1 Year 0.8% 3 Year 21.4% 5 Year 17.2% 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 20.6 Yr. Kinjal Desai 25 May 18 7.44 Yr. Lokesh Maru 5 Sep 25 0.16 Yr. Divya Sharma 5 Sep 25 0.16 Yr. Data below for Nippon India Pharma Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Health Care 99.66% Asset Allocation
Asset Class Value Cash 0.34% Equity 99.66% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 09 | SUNPHARMA13% ₹1,058 Cr 6,256,349 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB8% ₹674 Cr 1,000,031 Lupin Ltd (Healthcare)
Equity, Since 31 Aug 08 | 5002577% ₹606 Cr 3,083,991 Cipla Ltd (Healthcare)
Equity, Since 31 May 08 | 5000876% ₹525 Cr 3,495,054 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Sep 20 | APOLLOHOSP6% ₹498 Cr 648,795 Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 30 Jun 11 | DRREDDY6% ₹469 Cr 3,916,074 Vijaya Diagnostic Centre Ltd (Healthcare)
Equity, Since 30 Sep 21 | 5433503% ₹285 Cr 2,886,684 Medplus Health Services Ltd (Healthcare)
Equity, Since 30 Nov 22 | 5434273% ₹277 Cr 3,627,277 Gland Pharma Ltd (Healthcare)
Equity, Since 30 Nov 20 | GLAND3% ₹255 Cr 1,320,549 GlaxoSmithKline Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Aug 22 | GLAXO3% ₹239 Cr 913,226 3. Nippon India Small Cap Fund
Nippon India Small Cap Fund
Growth Launch Date 16 Sep 10 NAV (25 Nov 25) ₹167.71 ↑ 0.04 (0.03 %) Net Assets (Cr) ₹68,969 on 31 Oct 25 Category Equity - Small Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.44 Sharpe Ratio -0.35 Information Ratio -0.11 Alpha Ratio -2.66 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 31 Oct 20 ₹10,000 31 Oct 21 ₹19,480 31 Oct 22 ₹22,272 31 Oct 23 ₹29,220 31 Oct 24 ₹42,673 31 Oct 25 ₹41,342 Returns for Nippon India Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Nov 25 Duration Returns 1 Month -1.6% 3 Month -0.7% 6 Month 2.3% 1 Year -2.4% 3 Year 21.3% 5 Year 29.9% 10 Year 15 Year Since launch 20.4% 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 8.83 Yr. Kinjal Desai 25 May 18 7.44 Yr. Lokesh Maru 5 Sep 25 0.16 Yr. Divya Sharma 5 Sep 25 0.16 Yr. Data below for Nippon India Small Cap Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Industrials 20.62% Financial Services 15.84% Consumer Cyclical 15.32% Basic Materials 11.51% Consumer Defensive 9.7% Health Care 8.96% Technology 7.64% Utility 2.56% Energy 1.78% Communication Services 1.38% Real Estate 0.56% Asset Allocation
Asset Class Value Cash 4.15% Equity 95.85% Top Securities Holdings / Portfolio
Name Holding Value Quantity Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX2% ₹1,711 Cr 1,851,010 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK2% ₹1,313 Cr 13,300,000 State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN1% ₹970 Cr 10,347,848
↑ 1,247,848 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | 5900031% ₹927 Cr 38,140,874 Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Oct 12 | KIRLOSBROS1% ₹838 Cr 4,472,130 eClerx Services Ltd (Technology)
Equity, Since 31 Jul 20 | ECLERX1% ₹810 Cr 1,712,794
↓ -49,536 Zydus Wellness Ltd (Consumer Defensive)
Equity, Since 31 Aug 16 | ZYDUSWELL1% ₹803 Cr 16,848,030 TD Power Systems Ltd (Industrials)
Equity, Since 31 Dec 15 | TDPOWERSYS1% ₹796 Cr 10,278,244 Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS1% ₹780 Cr 899,271 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 22 | 5001031% ₹758 Cr 28,538,232 4. Nippon India Multi Cap Fund
Nippon India Multi Cap Fund
Growth Launch Date 28 Mar 05 NAV (25 Nov 25) ₹300.612 ↓ -0.07 (-0.02 %) Net Assets (Cr) ₹49,314 on 31 Oct 25 Category Equity - Multi Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 1.57 Sharpe Ratio -0.07 Information Ratio 0.64 Alpha Ratio -0.58 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 31 Oct 20 ₹10,000 31 Oct 21 ₹18,151 31 Oct 22 ₹20,964 31 Oct 23 ₹25,629 31 Oct 24 ₹36,587 31 Oct 25 ₹38,085 Returns for Nippon India Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Nov 25 Duration Returns 1 Month -1.2% 3 Month -0.5% 6 Month 3.5% 1 Year 3.2% 3 Year 21.2% 5 Year 27.5% 10 Year 15 Year Since launch 17.9% 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 20.6 Yr. Ashutosh Bhargava 1 Sep 21 4.17 Yr. Kinjal Desai 25 May 18 7.44 Yr. Lokesh Maru 5 Sep 25 0.16 Yr. Divya Sharma 5 Sep 25 0.16 Yr. Data below for Nippon India Multi Cap Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Financial Services 23.81% Consumer Cyclical 22.83% Industrials 16.87% Health Care 9.1% Utility 6.05% Consumer Defensive 5.91% Basic Materials 5.45% Technology 4.24% Energy 2.88% Communication Services 1.59% Asset Allocation
Asset Class Value Cash 1.12% Equity 98.88% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK5% ₹2,673 Cr 27,069,796
↑ 2,068,900 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 15 | 5322154% ₹1,985 Cr 16,099,895 GE Vernova T&D India Ltd (Industrials)
Equity, Since 31 May 12 | 5222753% ₹1,457 Cr 4,797,058 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE3% ₹1,422 Cr 9,568,975 Infosys Ltd (Technology)
Equity, Since 30 Apr 09 | INFY3% ₹1,287 Cr 8,683,231 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK2% ₹1,145 Cr 8,509,000 Max Financial Services Ltd (Financial Services)
Equity, Since 31 Mar 12 | 5002712% ₹1,126 Cr 7,281,109
↓ -118,891 State Bank of India (Financial Services)
Equity, Since 31 Mar 05 | SBIN2% ₹1,113 Cr 11,876,760
↓ -500,000 NTPC Ltd (Utilities)
Equity, Since 30 Jun 23 | 5325552% ₹1,003 Cr 29,762,573 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 10 | LT2% ₹1,001 Cr 2,482,390
↑ 100,000 5. Nippon India Value Fund
Nippon India Value Fund
Growth Launch Date 8 Jun 05 NAV (25 Nov 25) ₹231.666 ↓ -0.30 (-0.13 %) Net Assets (Cr) ₹9,173 on 31 Oct 25 Category Equity - Value AMC Nippon Life Asset Management Ltd. Rating Risk Moderately High Expense Ratio 1.84 Sharpe Ratio -0.1 Information Ratio 1.59 Alpha Ratio -1.68 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 31 Oct 20 ₹10,000 31 Oct 21 ₹17,080 31 Oct 22 ₹17,737 31 Oct 23 ₹20,797 31 Oct 24 ₹30,933 31 Oct 25 ₹32,132 Returns for Nippon India Value Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Nov 25 Duration Returns 1 Month -0.2% 3 Month 3.6% 6 Month 4.5% 1 Year 4.6% 3 Year 21.1% 5 Year 23.7% 10 Year 15 Year Since launch 16.6% 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 7.49 Yr. Dhrumil Shah 1 Jan 23 2.84 Yr. Kinjal Desai 25 May 18 7.44 Yr. Lokesh Maru 5 Sep 25 0.16 Yr. Divya Sharma 5 Sep 25 0.16 Yr. Data below for Nippon India Value Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Financial Services 33.45% Technology 13.71% Industrials 9.38% Consumer Cyclical 9.16% Basic Materials 7.58% Energy 7.22% Utility 5.62% Health Care 4.28% Communication Services 3.19% Consumer Defensive 1.45% Real Estate 0.33% Asset Allocation
Asset Class Value Cash 4.64% Equity 95.36% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | HDFCBANK9% ₹798 Cr 8,079,200 Infosys Ltd (Technology)
Equity, Since 31 Oct 11 | INFY4% ₹326 Cr 2,200,779 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 18 | ICICIBANK3% ₹310 Cr 2,304,797
↓ -600,000 State Bank of India (Financial Services)
Equity, Since 28 Feb 15 | SBIN3% ₹306 Cr 3,261,159 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 18 | RELIANCE3% ₹285 Cr 1,920,396 NTPC Ltd (Utilities)
Equity, Since 31 May 22 | 5325553% ₹284 Cr 8,434,650 Vedanta Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 5002953% ₹272 Cr 5,509,092
↑ 1,600,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 18 | BHARTIARTL3% ₹262 Cr 1,277,248 Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT3% ₹253 Cr 628,547 IndusInd Bank Ltd (Financial Services)
Equity, Since 31 May 23 | INDUSINDBK3% ₹230 Cr 2,894,522
↑ 150,000 6. Nippon India Quant Fund
Nippon India Quant Fund
Growth Launch Date 18 Apr 08 NAV (25 Nov 25) ₹73.2893 ↑ 0.01 (0.01 %) Net Assets (Cr) ₹107 on 31 Oct 25 Category Equity - Sectoral AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 0.97 Sharpe Ratio 0.06 Information Ratio 1.63 Alpha Ratio 1.22 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Months (0.25%),1 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Oct 20 ₹10,000 31 Oct 21 ₹15,369 31 Oct 22 ₹16,253 31 Oct 23 ₹18,573 31 Oct 24 ₹26,327 31 Oct 25 ₹27,950 Returns for Nippon India Quant Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Nov 25 Duration Returns 1 Month 0.3% 3 Month 2.9% 6 Month 5% 1 Year 5.4% 3 Year 19.3% 5 Year 21.2% 10 Year 15 Year Since launch 12% Historical performance (Yearly) on absolute basis
Year Returns 2024 19.9% 2023 35.1% 2022 7.4% 2021 31.3% 2020 16.7% 2019 4.9% 2018 -3.1% 2017 30.6% 2016 4.6% 2015 -6.1% Fund Manager information for Nippon India Quant Fund
Name Since Tenure Ashutosh Bhargava 16 Sep 17 8.13 Yr. Kinjal Desai 25 May 18 7.44 Yr. Lokesh Maru 5 Sep 25 0.15 Yr. Divya Sharma 5 Sep 25 0.15 Yr. Data below for Nippon India Quant Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Financial Services 32.12% Industrials 13.01% Consumer Cyclical 13% Technology 9.15% Energy 7.68% Basic Materials 6.57% Health Care 5.49% Communication Services 4.22% Consumer Defensive 4.16% Utility 2.52% Asset Allocation
Asset Class Value Cash 2.05% Equity 97.91% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK8% ₹8 Cr 83,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 19 | ICICIBANK6% ₹7 Cr 50,000
↓ -9,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 19 | RELIANCE6% ₹6 Cr 42,500 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 21 | LT5% ₹5 Cr 13,500 State Bank of India (Financial Services)
Equity, Since 30 Sep 20 | SBIN5% ₹5 Cr 53,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jul 24 | BHARTIARTL4% ₹5 Cr 22,000 Infosys Ltd (Technology)
Equity, Since 31 Jan 20 | INFY4% ₹4 Cr 30,000 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Aug 24 | BEL4% ₹4 Cr 95,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | M&M4% ₹4 Cr 11,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5000343% ₹3 Cr 32,000 7. Nippon India US Equity Opportunites Fund
Nippon India US Equity Opportunites Fund
Growth Launch Date 23 Jul 15 NAV (24 Nov 25) ₹36.3864 ↑ 0.68 (1.91 %) Net Assets (Cr) ₹726 on 31 Oct 25 Category Equity - Global AMC Nippon Life Asset Management Ltd. Rating Risk High Expense Ratio 2.4 Sharpe Ratio 0.62 Information Ratio -1.05 Alpha Ratio -8.77 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 31 Oct 20 ₹10,000 31 Oct 21 ₹13,859 31 Oct 22 ₹11,538 31 Oct 23 ₹13,072 31 Oct 24 ₹17,276 31 Oct 25 ₹19,943 Returns for Nippon India US Equity Opportunites Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Nov 25 Duration Returns 1 Month -2% 3 Month 0.8% 6 Month 9.4% 1 Year 7.5% 3 Year 19% 5 Year 11.7% 10 Year 15 Year Since launch 13.3% 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 7.44 Yr. Lokesh Maru 5 Sep 25 0.15 Yr. Divya Sharma 5 Sep 25 0.15 Yr. Data below for Nippon India US Equity Opportunites Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Technology 28.62% Communication Services 18.42% Consumer Cyclical 15.78% Health Care 13.47% Financial Services 13.39% Basic Materials 2.95% Consumer Defensive 2.16% Asset Allocation
Asset Class Value Cash 5.21% Equity 94.79% Top Securities Holdings / Portfolio
Name Holding Value Quantity Alphabet Inc Class A (Communication Services)
Equity, Since 31 Jul 15 | GOOGL9% ₹62 Cr 24,753 Taiwan Semiconductor Manufacturing Co Ltd ADR (Technology)
Equity, Since 31 Jan 23 | TSM7% ₹53 Cr 19,701 Amazon.com Inc (Consumer Cyclical)
Equity, Since 31 Mar 19 | AMZN7% ₹51 Cr 23,439 Meta Platforms Inc Class A (Communication Services)
Equity, Since 31 Oct 16 | META6% ₹46 Cr 8,008 Microsoft Corp (Technology)
Equity, Since 30 Nov 18 | MSFT6% ₹43 Cr 9,433 Charles Schwab Corp (Financial Services)
Equity, Since 31 Jul 22 | SCHW5% ₹37 Cr 43,625 Booking Holdings Inc (Consumer Cyclical)
Equity, Since 31 Jul 15 | BKNG5% ₹35 Cr 785 Mastercard Inc Class A (Financial Services)
Equity, Since 31 Jul 15 | MA4% ₹32 Cr 6,571 IQVIA Holdings Inc (Healthcare)
Equity, Since 28 Feb 17 | IQV4% ₹31 Cr 15,940 Visa Inc Class A (Financial Services)
Equity, Since 31 Jan 17 | V4% ₹28 Cr 9,396 8. Nippon India Large Cap Fund
Nippon India Large Cap Fund
Growth Launch Date 8 Aug 07 NAV (25 Nov 25) ₹93.1052 ↓ -0.14 (-0.15 %) Net Assets (Cr) ₹48,871 on 31 Oct 25 Category Equity - Large Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.58 Sharpe Ratio 0.15 Information Ratio 1.44 Alpha Ratio 0.46 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 31 Oct 20 ₹10,000 31 Oct 21 ₹16,663 31 Oct 22 ₹18,199 31 Oct 23 ₹21,056 31 Oct 24 ₹28,695 31 Oct 25 ₹30,850 Returns for Nippon India Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Nov 25 Duration Returns 1 Month -0.5% 3 Month 1.6% 6 Month 4.9% 1 Year 6.6% 3 Year 18.3% 5 Year 22.4% 10 Year 15 Year Since launch 13% 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 18.25 Yr. Kinjal Desai 25 May 18 7.44 Yr. Bhavik Dave 19 Aug 24 1.2 Yr. Lokesh Maru 5 Sep 25 0.16 Yr. Divya Sharma 5 Sep 25 0.16 Yr. Data below for Nippon India Large Cap Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Financial Services 32.52% Consumer Cyclical 15.64% Industrials 10.22% Consumer Defensive 9.92% Technology 6.91% Energy 6.25% Basic Materials 6.09% Utility 5.7% Health Care 5.14% Communication Services 0.24% Asset Allocation
Asset Class Value Cash 1.06% Equity 98.94% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK8% ₹4,086 Cr 41,380,734
↑ 2,300,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE6% ₹3,053 Cr 20,537,539 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK5% ₹2,220 Cr 16,500,000 State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN4% ₹2,179 Cr 23,254,164 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | 5322154% ₹2,094 Cr 16,989,098
↓ -1,000,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT4% ₹1,774 Cr 4,400,529 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Dec 21 | 5000343% ₹1,528 Cr 14,648,655 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 16 | ITC3% ₹1,485 Cr 35,329,812 Infosys Ltd (Technology)
Equity, Since 30 Sep 07 | INFY3% ₹1,482 Cr 10,000,494 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Jun 12 | 5222753% ₹1,382 Cr 4,550,000 9. Nippon India Banking Fund
Nippon India Banking Fund
Growth Launch Date 26 May 03 NAV (25 Nov 25) ₹657.324 ↑ 0.88 (0.13 %) Net Assets (Cr) ₹7,543 on 31 Oct 25 Category Equity - Sectoral AMC Nippon Life Asset Management Ltd. Rating ☆☆☆ Risk High Expense Ratio 1.89 Sharpe Ratio 0.45 Information Ratio 0.64 Alpha Ratio -2.56 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 31 Oct 20 ₹10,000 31 Oct 21 ₹17,950 31 Oct 22 ₹19,165 31 Oct 23 ₹22,246 31 Oct 24 ₹28,090 31 Oct 25 ₹31,408 Returns for Nippon India Banking Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Nov 25 Duration Returns 1 Month 1.2% 3 Month 6% 6 Month 5.9% 1 Year 14.4% 3 Year 17.5% 5 Year 21.8% 10 Year 15 Year Since launch 20.4% 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 7.57 Yr. Kinjal Desai 25 May 18 7.44 Yr. Bhavik Dave 18 Jun 21 4.37 Yr. Lokesh Maru 5 Sep 25 0.15 Yr. Divya Sharma 5 Sep 25 0.15 Yr. Data below for Nippon India Banking Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Financial Services 95.1% Technology 2.85% Asset Allocation
Asset Class Value Cash 2.05% Equity 97.95% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK16% ₹1,192 Cr 12,069,320 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK14% ₹1,059 Cr 7,874,587 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | 53221510% ₹752 Cr 6,100,228 State Bank of India (Financial Services)
Equity, Since 31 Mar 14 | SBIN8% ₹581 Cr 6,201,466 SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Jul 20 | SBICARD4% ₹295 Cr 3,362,545
↑ 400,000 The Federal Bank Ltd (Financial Services)
Equity, Since 30 Nov 04 | FEDERALBNK4% ₹294 Cr 12,405,824 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Nov 20 | SBILIFE4% ₹288 Cr 1,470,199 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 23 | 5329784% ₹266 Cr 1,275,773
↑ 129,735 Bank of Baroda (Financial Services)
Equity, Since 30 Apr 25 | 5321343% ₹225 Cr 8,093,554 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | KOTAKBANK3% ₹203 Cr 964,574 10. Nippon India Tax Saver Fund (ELSS)
Nippon India Tax Saver Fund (ELSS)
Growth Launch Date 21 Sep 05 NAV (25 Nov 25) ₹130.794 ↓ -0.06 (-0.05 %) Net Assets (Cr) ₹15,513 on 31 Oct 25 Category Equity - ELSS AMC Nippon Life Asset Management Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 1.7 Sharpe Ratio -0.06 Information Ratio 0.49 Alpha Ratio -1.25 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Oct 20 ₹10,000 31 Oct 21 ₹16,982 31 Oct 22 ₹17,588 31 Oct 23 ₹19,774 31 Oct 24 ₹27,565 31 Oct 25 ₹28,719 Returns for Nippon India Tax Saver Fund (ELSS)
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Nov 25 Duration Returns 1 Month -0.6% 3 Month 1.6% 6 Month 3.6% 1 Year 4.2% 3 Year 16.6% 5 Year 20.8% 10 Year 15 Year Since launch 13.6% 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 4.34 Yr. Ritesh Rathod 19 Aug 24 1.2 Yr. Kinjal Desai 25 May 18 7.44 Yr. Lokesh Maru 5 Sep 25 0.15 Yr. Divya Sharma 5 Sep 25 0.15 Yr. Data below for Nippon India Tax Saver Fund (ELSS) as on 31 Oct 25
Equity Sector Allocation
Sector Value Financial Services 37.01% Consumer Cyclical 11.61% Consumer Defensive 10.54% Industrials 10.11% Utility 6.65% Health Care 6.02% Energy 5.2% Technology 4.79% Basic Materials 4.06% Communication Services 3.79% Asset Allocation
Asset Class Value Cash 0.23% Equity 99.77% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | HDFCBANK7% ₹1,106 Cr 11,200,000 ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | ICICIBANK7% ₹1,063 Cr 7,900,000
↓ -700,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 20 | 5322154% ₹690 Cr 5,600,000 Infosys Ltd (Technology)
Equity, Since 31 Mar 20 | INFY4% ₹608 Cr 4,100,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 20 | RELIANCE3% ₹543 Cr 3,650,000
↑ 631,753 State Bank of India (Financial Services)
Equity, Since 31 Dec 13 | SBIN3% ₹525 Cr 5,600,000 NTPC Ltd (Utilities)
Equity, Since 28 Feb 19 | 5325553% ₹472 Cr 14,000,000 TVS Holdings Ltd (Consumer Cyclical)
Equity, Since 30 Jun 13 | 5200563% ₹439 Cr 289,148 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | MOTHERSON3% ₹404 Cr 38,319,861 Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 22 | 5328102% ₹367 Cr 9,111,111
SIP పెట్టుబడి ఎలా పెరుగుతుంది?
మీది ఎలాగో తెలుసుకోవాలనుకుంటున్నారుSIP పెట్టుబడి మీరు నిర్దిష్ట కాలానికి నెలవారీ కొంత మొత్తాన్ని పెట్టుబడి పెడితే పెరుగుతుందా? మేము మీకు ఒక ఉదాహరణతో వివరిస్తాము.
SIP కాలిక్యులేటర్ లేదా SIP రిటర్న్ కాలిక్యులేటర్
SIP కాలిక్యులేటర్లు సాధారణంగా SIP పెట్టుబడి మొత్తం (లక్ష్యం) పెట్టుబడి పెట్టాలని కోరుకునే ఇన్‌పుట్‌లను తీసుకుంటాయి, ఎన్ని సంవత్సరాల పెట్టుబడి అవసరం, ఊహించినవిద్రవ్యోల్బణం రేట్లు (దీనిని పరిగణనలోకి తీసుకోవాలి!) మరియు ఆశించిన రాబడి. అందువల్ల, ఒక లక్ష్యాన్ని సాధించడానికి అవసరమైన SIP రాబడిని లెక్కించవచ్చు!
మీరు INR 10 పెట్టుబడి పెడితే, అనుకుందాం.000 10 సంవత్సరాల పాటు, మీ SIP పెట్టుబడి ఎలా పెరుగుతుందో చూడండి-
నెలవారీ పెట్టుబడి: INR 10,000
పెట్టుబడి కాలం: 10 సంవత్సరాల
పెట్టుబడి పెట్టబడిన మొత్తం: INR 12,00,000
దీర్ఘకాలిక వృద్ధి రేటు (సుమారుగా): 15%
అంచనా ప్రకారం రాబడులుసిప్ కాలిక్యులేటర్: INR 27,86,573
నికర లాభం: INR 15,86,573 (సంపూర్ణ రాబడి= 132.2%)
మీరు 10 సంవత్సరాల పాటు నెలవారీ INR 10,000 పెట్టుబడి పెడితే (మొత్తం INR) అని పై లెక్కలు చూపిస్తున్నాయి12,00,000) మీరు సంపాదిస్తారుINR 27,86,573, అంటే మీరు చేసే నికర లాభంINR 15,86,573. ఇది గొప్పది కాదా!
నిప్పాన్ ఇండియా మ్యూచువల్ ఫండ్ ఆన్‌లైన్‌లో ఎలా పెట్టుబడి పెట్టాలి?
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మీ రిజిస్ట్రేషన్ మరియు KYC ప్రక్రియను పూర్తి చేయండి
పత్రాలను అప్‌లోడ్ చేయండి (పాన్, ఆధార్, మొదలైనవి).మరియు, మీరు పెట్టుబడి పెట్టడానికి సిద్ధంగా ఉన్నారు!
ఇక్కడ అందించిన సమాచారం ఖచ్చితమైనదని నిర్ధారించడానికి అన్ని ప్రయత్నాలు చేయబడ్డాయి. అయినప్పటికీ, డేటా యొక్క ఖచ్చితత్వానికి సంబంధించి ఎటువంటి హామీలు ఇవ్వబడవు. దయచేసి ఏదైనా పెట్టుబడి పెట్టే ముందు పథకం సమాచార పత్రంతో ధృవీకరించండి.
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Research Highlights for Nippon India Power and Infra Fund