Nippon India Mutual Fund

Nippon Life India Asset Management Limited (NAM India) is the investment and asset manager of Nippon India Mutual Fund or NIMF. The company’s name was Reliance Nippon Life Asset Management Limited, which was changed to Nippon Life India Asset Management Limited on 28th September 2019. The new name was incorporated on 13th January 2020.

Top 10 Nippon India Mutual Fund Schemes –

Fund Name
Category
Rating
Fund Size (in Cr)
1Y Returns
3Y Returns
5Y Returns
Nippon India Small Cap Fund Equity 5 21,655 12.7 35.3 19.5
Nippon India Small Cap Fund Equity 4 21,655 12.7 35.3 19.5
Nippon India Pharma Fund Equity - 4,587 -7.4 27.3 18
Nippon India Consumption Fund Equity 5 241 17.2 26.3 17.6
Nippon India Growth Fund Equity 4 13,225 5.2 26.3 16
Nippon India Growth Fund Equity 4 13,225 5.2 26.3 16
Nippon India Focused Equity Fund Equity 3 6,193 3.3 21.7 13.2
Nippon India Capital Builder Fund Equity - 50 5.7 21.1 -
Nippon India Multi Cap Fund Equity - 13,224 12.8 21.1 14.5
Nippon India Power & Infra Fund Equity 2 1,825 6.4 20.6 9.4
Nippon India Value Fund Equity 3 4,714 1.4 20 13.1
Nippon India Vision Fund Equity 1 3,231 -0.3 17.6 8.9
Nippon India Quant Fund Equity 2 34 2.4 17.2 11.9
Nippon India Quant Fund Equity - 34 2.4 17.2 11.9
Nippon India Large Cap Fund Equity 2 12,192 5.6 17 12.9
Nippon India Tax Saver (ELSS) Fund Equity 1 12,040 1.5 16.1 6
Nippon India Nifty Next 50 Junior BeES FoF-Dir Growth Other 4 147 0.7 15.9 -
Nippon India Fixed Horizon – XXXX – Sr.17 Debt - 28 -1.6 15.4 14
Nippon India Fixed Horizon – XXXVII-Sr.9 Debt - 136 -1.6 15.4 14
Nippon India Fixed Horizon – XXXIX – Sr.5 Debt - 123 -1.6 15.4 14
Nippon India Fixed Horizon – XXXX – Sr.3 Debt - 140 -1.6 15.4 14
Nippon India Fixed Horizon – XXXX – Sr.16 Debt - 36 -1.6 15.4 14
Nippon India Fixed Horizon – XXXX – Sr.19 Debt - 40 -1.6 15.4 14
Nippon India Fixed Horizon – XXXIX – Sr.11 Debt - 52 -1.6 15.4 14
Nippon India Fixed Horizon – XLI – Sr.4 Debt - 45 -1.6 15.4 14
Nippon India Fixed Horizon – XXXVIII-Sr.10 Debt - 88 -1.6 15.4 14
Nippon India Fixed Horizon – XXXX – Sr.12 Debt - 67 -1.6 15.4 14
Nippon India Fixed Horizon – XXXX – Sr.1 Debt - 145 -1.6 15.4 14
Nippon India Fixed Horizon – XXXX – Sr.5 Debt - 144 -1.6 15.4 14
Nippon India Fixed Horizon – XLI – Sr.10 Debt - 71 -1.6 15.4 14
Nippon India Fixed Horizon – XLI – Sr.11 Debt - 25 -1.6 15.4 14
Nippon India Fixed Horizon – XXXX – Sr.14 Debt - 27 -1.6 15.4 14
Nippon India Fixed Horizon – XXXX – Sr.8 Debt - 81 -1.6 15.4 14
Nippon India Fixed Horizon – XXXX – Sr.15 Debt - 52 -1.6 15.4 14
Nippon India Fixed Horizon – XXXIX – Sr.8 Debt - 33 -1.6 15.4 14
Nippon India Fixed Horizon – XXXVIII-Sr.2 Debt - 171 -1.6 15.4 14
Nippon India Fixed Horizon – XLI – Sr.12 Debt - 48 -1.6 15.4 14
Nippon India Fixed Horizon – XXXIX – Sr.9 Debt - 272 -1.6 15.4 14
Nippon India Index Fund Other 2 576 -1.9 15.1 12.7
Nippon India Index Fund Other 3 576 -1.9 15.1 12.7
Nippon India Index Fund Other 1 329 -1.8 15.1 13.9
Nippon India Index Fund Other 4 329 -1.8 15.1 13.9
Nippon India Fixed Horizon – XXXX – Sr.7 Debt - 143 11.1 14.4 14
Nippon India Fixed Horizon – XXXIX – Sr.6 Debt - 140 11.1 14.4 14
Nippon India Fixed Horizon – XXXIX – Sr.15 Debt - 453 11.1 14.4 14
Nippon India Fixed Horizon – XXXX – Sr.2 Debt - 144 11.1 14.4 14
Nippon India Fixed Horizon – XXXX – Sr.4 Debt - 56 11.1 14.4 14
Nippon India Fixed Horizon – XXXVII-Sr.6 Debt - 177 11.1 14.4 14
Nippon India Fixed Horizon – XXXIX – Sr.14 Debt - 126 11.1 14.4 14
Nippon India Fixed Horizon – XXXIX – Sr.2 Debt - 173 11.1 14.4 14
Nippon India Fixed Horizon – XXXVII-Sr.4 Debt - 635 11.1 14.4 14
Nippon India Fixed Horizon – XXXIX – Sr.4 Debt - 160 11.1 14.4 14
Nippon India Banking&Financial Services-DirGrowth Equity 3 3,662 6.1 13.1 8.8
Nippon India Balanced Advantage Fund Hybrid 3 6,518 3.8 12.4 10.1
Nippon India Retirement Fund Solution Oriented 1 2,378 -0.9 12.1 7.5
Nippon India Retirement Fund Solution Oriented - 2,378 -0.9 12.1 7.5
Nippon India US Equity Opportunities Fund Equity - 534 -17.3 10.2 12.4
Nippon India Gold Savings Fund Other 2 1,426 8.4 9.3 10
Nippon India Equity Hybrid Fund Hybrid 1 3,010 2.6 9.1 5.9
Nippon India Retirement Fund Solution Oriented 2 194 -0.2 6.7 6.3
Nippon India Retirement Fund Solution Oriented - 194 -0.2 6.7 6.3
Nippon India Floating Rate Fund Debt - 9,943 3.1 6.7 6.8
Nippon India USD Fund Debt 2 3,909 4.8 6.7 5.9
Nippon India Short Term Fund Debt 4 6,621 3 6.7 6.9
Nippon India Banking & PSU Debt Fund Debt - 4,150 2.7 6.6 7.1
Nippon India Banking & PSU Debt Fund Debt 4 4,150 2.7 6.6 7.1
Nippon India Corporate Bond Fund Debt 5 1,653 3.6 6.5 6.8
Nippon India Corporate Bond Fund Debt 5 1,653 3.7 6.5 6.8
Nippon India Fixed Horizon – XLI – Sr.8 Debt - 52 1.9 6.3 -
Nippon India Low Duration Fund Debt 4 7,656 4.1 6 6.4
Nippon India Low Duration Fund Debt 4 7,656 4.1 6 6.4
Nippon India GSF – Dir-Auto Annual Reinvest Debt - 1,153 1.6 6 7.3
Nippon India GSF – Dir-Defined Maturity Date Debt 5 1,153 1.6 6 7.3
Nippon India GSF – Direct Growth Debt 3 1,153 1.6 6 7.3
Nippon India GSF – Direct (B) Debt - 1,153 1.6 6 7.3
Nippon India Income Fund Debt 3 221 2.3 5.9 6.7
Nippon India Income Fund Debt 4 221 2.3 5.9 6.7
Nippon India Nivesh Lakshya Fund Debt - 2,094 0.1 5.8 -
Nippon India Dynamic Bond Fund Debt 1 3,565 1.5 5.5 5.8
Nippon India Money Market Fund Debt 5 10,728 4.3 5 6.2
Nippon India Arbitrage Fund Hybrid 4 9,331 4.4 4.7 5.7
Nippon India Interval Fund Debt - 15 4 4.5 5.7
Nippon India Liquid Fund Debt 3 23,668 4.1 4.1 5.3
Nippon India Interval Fund Debt - 92 4.4 4.1 5.6
Nippon India Interval Fund Debt - 4.67 4.5 3.8 5.1
Nippon India Credit Risk Fund Debt 2 1,029 4.2 3.8 4.3
Nippon India Interval Fund Debt - 4.09 4 3.7 5
Nippon India Overnight Fund Debt 3 10,604 4 3.6 -
Nippon India Interval Fund Debt - 144 4.4 3.6 5.1
Nippon India Interval Fund Debt - 58 4.5 3.4 5
Nippon India Equity Savings Fund Hybrid - 201 1 3.1 1.2
Nippon India Equity Savings Fund Hybrid 1 201 1 3.1 1.2
Nippon India Hybrid Bond Fund Hybrid 1 727 4.7 2.1 2.9
Nippon India Japan Equity Fund Equity - 223 -26.3 0.5 3.7
Nippon India Japan Equity Fund Equity - 223 -26.3 0.5 3.7
Nippon India Taiwan Equity Fund Equity - 449 - - -
Nippon India Fixed Horizon-XLIV-Sr.1 Debt - - - - -
Nippon India CPO Fund Hybrid - 40 -1.5 - -
Nippon India Fixed Horizon – XLII – Sr.4 Debt - 206 3.6 - -
Nippon India Multi Asset Fund Hybrid - 1,147 0.4 - -
Nippon India Equity Hybrid Fund Hybrid - 9.33 - - -
Nippon India Equity Savings Fund Hybrid - 25 - - -
Nippon India Equity Savings Fund Hybrid - 25 - - -
Nippon India Silver ETF FOF – Direct Growth Other - 169 - - -
Nippon India Nifty Smallcap 250 Index Fund Other - 477 -1.6 - -
Nippon India Flexi Cap Fund Equity - 4,247 1.7 - -
Nippon India Fixed Horizon-XLIII-Sr.1 Debt - 186 1.3 - -
Nippon India Nifty Alpha Low Volatility 30 IF-Dir Growth Other - 51 - - -
Nippon India Passive Flexicap FoF – Direct Growth Other - 197 -0.8 - -
Nippon India Asset Allocator FoF – Direct Growth Other - 99 5.7 - -
Nippon India Fixed Horizon-XLIII-Sr.5 Debt - 142 - - -
Nippon India Nifty 50 Value 20 Index Fund Other - 198 -3.7 - -
Nippon India Nifty Midcap 150 Index Fund Other - 501 3 - -
Nippon India Nifty AAA CPSE Bond Plus SDL-Apr2027 Maturity 60:40 IF-DirGrowth Other - 1,124 - - -

The promoter of Nippon Life AMC is Nippon Life Insurance Company. As of 30th September 2021, Nippon Life Insurance Company holds over 73% stake in the AMC in issued and paid-up equity share capital. NAM India launched an INR 1,542.24 Crore IPO (Initial Public Offering) on 25th October 2017 and was listed on Bombay Stock Exchange (BSE) and National Stock Exchange (NSE) on 6th November 2017. The current stock price of NAM India is INR 327.85 (as of 11th February 2022).

Nippon Life Insurance Company (NLI) is one of Japan’s largest life insurers, offering a host of financial products like individual, group life, and annuity policies. It has an extensive distribution network, and the sales are made primarily through face-to-face marketing. The company’s network is spread across Japan, Europe, North America, Asia, and Oceania. Nissay Asset Management Corporation (“Nissay”), NLI’s subsidiary, oversees its business in Asia.

Nippon India Mutual Fund (NIMF) was founded on 30th June 1995 as a trust under the Indian Trusts Act 1882. NIMF’s sponsor is Nippon Life Insurance Company(NLI), and Trustee is Nippon Life India Trustee Ltd (NLITL). NIMF’s SEBI registration number is MF/022/95/1. Nippon India MF manages funds is one of India’s largest mutual fund houses, managing assets worth INR 280,601.49 Crores and 151.96 lakh folios (as of 31st December 2021).

Nippon India MF offers mutual fund schemes across categories like equity, debt, hybrid, fund of funds, etc., through 272 locations and online channels in India. NIMF’s focus is constantly on launching innovative, rewarding products and timely customer service initiatives.

Nippon India MF is headed by Mr Sundeep Sikka, Executive Director & Chief Executive Officer. The Director is NIMF is Mr Kazuyuki Saigo, Managing Executive Officer and Regional CEO for Asia Pacific Head of India. Nippon India MF’s gross income has increased from INR 1193.21 crores in FY 20 to INR 1419.34 crores in FY 21. Its Profit After Tax (PAT) has grown from INR 415.76 crores in FY 20 to INR 679.40 crores in FY 21. Also, the basic EPS or Earnings Per Share has increased from 6.78 in FY 20 to 11.04 in FY 21.

Nippon Life India Asset Management Ltd – Key Information

Mutual Fund Name Nippon India Mutual Fund
Sponsor Nippon Life Insurance Company
Founded On 30th June 1995
Trustee Nippon Life India Trustee Limited
Executive Director & Chief Executive Officer Mr Sundeep Sikka
Board of Directors Gen. Ved Prakash Malik (Retd.)

Ms Ameeta Chatterjee

Mr Ashvin Parekh

Mr B. Sriram

Mr Kazuyuki Saigo

Mr Akira Shibata

Mr Yutaka Ideguchi

Mr Sundeep Sikka

Chief Financial Officer Mr Prateek Jain
Auditors M/s S. R. Batliboi & Co. LLP
Registered Office 4th Floor, Tower A, Peninsula Business Park, Ganapatrao Kadam Marg, Lower Parel (W), Mumbai – 400013 CIN: L65910MH1995PLC220793 Tel. : +91 22 6808 7000 Fax: +91 22 6808 7097
E-mail: investorrelation@nipponindiaim.com
Website: https://mf.nipponindiaim.com
Registrar and Transfer Agent (RTA) KFin Technologies Private Limited

(Formerly Known as Karvy Fintech Private Limited)

Unit: Nippon Life India Asset Management Limited

Selenium Tower – B

Plot No. 31 & 32, Financial District,

Nanakramguda, Hyderabad 500 032

Website: www.kfintech.com

Investor Helpdesk Toll-free no. (India): 1800 309 4001
Tel.: +91 40 6716 1500 Fax: +91 40 6716 1791
E-mail: namindiainvestor@kfintech.com

Nippon Life India Asset Management Ltd – Top Fund Managers

Mr Samir Rachh

Mr Samir Rachh joined Nippon India MF in October 2007 as Senior Investment Analyst. His total experience spans over 29 years. His current role is Fund Manager – Equity Investments. Before joining NIMF, Mr Rachh worked with Emkay Global Financial Services Ltd. as Portfolio Manager, Hinduja Finance Ltd. as Portfolio Manager, Anvicon Research Associates as Managing Partner, and Capital Market Magazine as Assistant Editor. He manages the Nippon India Small Cap Fund.

Mr Ashutosh Bhargav

Mr Ashutosh Bhargav joined Nippon India Mutual Fund as Fund Manager and Head Research: Equity in October 2007. He was promoted to Fund Manager and Head of Research in September 2017. Before joining NIMF, he was an Investment Strategist at Reliance Mutual Fund and an Analyst at J.P. Morgan. He has done MBA in Finance from NMIMS. Mr Bhargav has a rich experience of over 15 years in investment research and macro and rule-based investment strategies.

Ms Anju Chhajer

Ms Anju Chhajer joined Nippon India Mutual Fund in September 2007 as Senior Fund Manager after leaving National Insurance Co. Ltd as a Treasury Incharge from 1997 to 2007. She holds a B.Com degree and is a Chartered Accountant. Her total experience spans over sixteen (16) years in financial services. She manages the Nippon India Japan Equity Fund.

Mr Sushil Budhia

Mr Sushil Budhia is a Senior Fund Manager at Nippon India Mutual Fund. Mr Budhia has a diverse experience of over 18 years in various products like Credits, Mortgages, Structured Finance, Fixed Income, etc. Before joining Nippon India MF, he was associated with YES Bank as Senior President, where he established and managed the Debt Capital Market business and marquee deals. He has also worked with Axis Bank and UTI Mutual Fund as Bond Dealer.

Mr Ashwani Kumar

Ashwani Kumar, working at Nippon India Mutual Funds since 2003, is one of India’s most experienced fund managers. Having graduated from The University of Poona and later obtaining his MBA in Finance, Ashwani now acts as Senior Fund Manager for Equity Investments at Nippon India Mutual Funds LLC.

Ashwani has previously worked with Zurich Asset Management Co. Ltd, where he brought money management techniques that couldn’t be found elsewhere in this country to help make Nippon India Mutual Funds LLC one of the leaders among Indian mutual fund companies throughout the last few years.

Mr Shailesh Raj Bhan

Mr Bhan has been with NIMF for over ten years now. He has also previously worked in Nippon India Nippon Life Asset Management Limited, handling various management positions, including JV and startup funds.

He is a well-known face on the financial scene in India, managing the Nippon India Multi Cap Fund, which manages around $1.5 billion, and is Deputy CIO at NIMF. Mr Bhan advises investors on trading in Indian and overseas markets like Japan and the West.

Mr Sanjay Parekh

Mr Parekh is a savvy and experienced expert on the Indian financial markets. He interacted with many private clients regarding investment strategies, working at an asset management firm, ICICI Prudential Management (India) Pvt. Ltd., as a senior fund manager. Mr Parekh oversees the asset management portfolio on behalf of Nippon Life Insurance Company (NIMF).

Ms Meenakshi Dawar

Ms Meenakshi Dawar is a Certified Financial Planner from ICICI Securities and has been working with NIMF for about ten years. She has a bachelor’s degree in Technology and then did her postgraduate education at IIM Ahmedabad, completing both of these studies at the Indian Institute of Management in Delhi.

Ms Dawar specialized in Fund Management and Equity. She previously worked at IDFC as an analyst before joining NIMF as a Senior Research Analyst and becoming Head of Managed Disbursements when she was only 28. She’s excited to work with the Value Fund and Vision Fund at NIMF!

How Can You Invest in Nippon India Fund?

If you want to invest in Nippon India Mutual Funds, the process is extremely convenient on the 5Paisa platform. 5Paisa is one of the nation’s largest investing platforms. You can easily add Nippon India and other mutual funds to your portfolio. The steps to invest in Nippon India Mutual Fund online is as follows:

  • Step 1: Log in to your 5Paisa Account. If you do not have one, register and create a new 5Paisa account in 3 easy steps. Alternatively, you can download the 5Paisa app on your smartphone for Android or IOS and log in from your device.
  • Step 2: Search for the Nippon India Mutual Fund scheme that you want to invest in
  • Step 3: Select the option that is apt for your requirement and risk appetite
  • Step 4: Select the investment type – SIP (Systematic Investment Plan) or Lumpsum
  • Step 5: Input the amount that you’d like to invest and proceed with payment by clicking on the ‘Invest Now’ button

That’s it! This sums up the investment process. Once your payment is successful, you can see the Nippon India Mutual Fund reflected in your 5Paisa account in 3-4 working days. If you have selected the SIP option, the chosen amount will get deducted every month starting from the date you have made the payment.

Nippon India Funds Performance and Minimum Investment

Here is a quick look at the top 10 Nippon India mutual fund investment options that have provided high returns to investors:

Nippon India Short Term Direct-Growth Fund

With Annualised Returns of 3.45% in the last year, CPSE Exchange Traded Fund is an open-ended scheme investing in arbitrage opportunities. The scheme is suitable for a minimum investment horizon of 1-3-years and primarily looking for bank deposit alternatives. The long-term return for this fund is lucrative for people looking for risk-free capital appreciation schemes.

  • Category: Short Duration Fund
  • Scheme Type: Debt
  • NAV 45.5602 as on 24/07/2022
  • Monthly Avg AUM: INR 7284 Crores
  • Month end AUM: INR 7284 Crores
  • Inception Date: 1st January 2013
  • Fund Manager: Equity Portion: Mr Vivek Sharma (from Feb 2021), Mr Sushil Budhia (w.e.f.  March 2021)
  • SIP (Minimum Amount): INR 100/-
  • SIP Frequency: Monthly
  • Minimum Investment Amount: INR. 100/- and any amount after that
1-year Annualized Returns 3-year Annualized Returns 5-year Annualized Returns
3.65% 6.95% 6.98%

Nippon India Arbitrage Fund

Falling in the relatively low-risk category, the Nippon India Arbitrage Fund is an open-ended Hybrid Scheme investing in arbitrage opportunities. The scheme is ideal for those looking for a safe investment option and who want to temporarily park their surplus in a mutual fund scheme (minimum recommended investment horizon of 1 year).

Under able fund managers, the fund has performed relatively well compared to the benchmark. While investing, you should be aware that the fund also invests in an equity component; hence, the risk profile is slightly higher.

  • Category: Arbitrage
  • Scheme Type: Hybrid
  • NAV 21.8659 as on 24/07/2022
  • Monthly Avg AUM: INR 8864 Crores
  • Month-end AUM: INR 10809.241 Crores
  • Inception Date: 14th October 2010
  • Fund Manager: Mr Anand Devendra Gupta, Ms Anju Chhajer (w.e.f. 1st February 2020)
  • Benchmark: Nifty 50
  • SIP (Minimum Amount): INR 1,000/-
  • SIP Frequency: Monthly
  • Minimum Investment Amount: INR 5,000/- and any amount after that

 

1-year Annualized Returns 3-year Annualized Returns 5-year Annualized Returns
3.30% 4.07% 5.04%

Nippon India Value Fund

The open-ended debt scheme invests in equity instruments for capital appreciation and has a relatively high-risk appetite. There is no particular lock-in period in this fund.

  • Category: Value
  • Scheme Type: Equity
  • NAV 118.5074 as on 24/07/2022
  • Monthly Avg AUM: INR 4100.002 Crores
  • Month-end AUM: INR 4100.002 Crores
  • Inception Date: 8th June 2005
  • Fund Manager: Ms. Meenakshi Dawar, Mr Kinjal Desai
  • Benchmark: IISL Nifty 500 TR INR
  • SIP (Minimum Amount): INR 1000/- SIP Frequency: Monthly
  • Minimum Investment Amount: INR 5,000/- and any amount after that
1-year Annualized Returns 3-year Annualized Returns 5-year Annualized Returns
7.17% 20.76% 12.43%

Nippon India Consumption Fund

Nippon India Consumption Fund is a very concentrated fund with a high percentage of investments in large-cap and small-cap companies. You will likely see better performance than the overall market if you invest in this fund.

  • Category: Sectoral
  • Scheme Type: Equity
  • NAV 118.7744 as on 24/07/2022
  • AUM: INR 194.8 Crores
  • Month end AUM: INR 17,068.59 Crores
  • Inception Date: 6th October 2004
  • Fund Manager: Amar Kalkundrikar
  • Benchmark: Nifty 50
  • SIP (Minimum Amount): INR 100/-
  • SIP Frequency: Monthly
  • Minimum Investment Amount: INR 5,000/- and any amount after that
1-year Annualized Returns 3-year Annualized Returns 5-year Annualized Returns
17.88% 26.46% 14.36%

Nippon India Balanced Advantage Fund

Nippon India Balanced Advantage Fund has the largest portion, 64.74%, invested in Domestic Equities. About 44.58% of this domestic equity allocation is placed into Large Cap stocks, and 8.7% is invested into Mid Cap stocks, while 3.82% of the equity allocation goes toward Small Cap stocks.

In addition to the investment in Stocks, the Nippon India Balanced Advantage fund has 29.54% of its portfolio invested in Debt securities, most noticeably with 13.46% in Government securities and 16.08% of the remaining portfolio spread between low-risk financial instruments. A balanced approach between equity and debt makes it a suitable fund for people who want low-risk capital appreciation.

  • Category: Dynamic Asset Allocation or Balanced Advantage
  • Scheme Type: Hybrid
  • NAV 121.4608 as on 24/07/2022
  • Month end AUM: `INR 6076.41 Crores
  • Inception Date: 15th November 2004
  • Fund Manager: Amar Kalkundrikar , Ashutosh Bhargava , Sushil Budhia , Manish Gunwani
  • Benchmark: Nifty 50
  • SIP (Minimum Amount): INR 100/
  • SIP Frequency: Monthly
  • Minimum Investment Amount: INR 5,000/- and any amount after that
1-year Annualized Returns 3-year Annualized Returns 5-year Annualized Returns
4.31% 11.52% 7.86%

Nippon India Credit Risk Fund

Nippon India Credit Risk Fund is a debt scheme investing in instruments with a preferred longer duration of 2+ years. The scheme generates relatively stable returns with a low-risk strategy. It is recommended as a core debt allocation for people wanting safer returns over a long window period. The debt fund has low volatility and is suitable for risk-averse people looking to safeguard their wealth with time.

  • Category: Credit Risk Fund
  • Scheme Type: Debt
  • NAV 29.9449 as on 25/07/2022
  • Month-end AUM: INR 1021.84 Crores
  • Inception Date: 2nd January 2013
  • Fund Manager: Sushil Budhia
  • Benchmark: CRISIL 10-Year Gilt Index
  • SIP (Minimum Amount): INR 100/-
  • SIP Frequency: Monthly
  • Minimum Investment Amount: INR 100/- and any amount after that
1-year Annualized Returns 3-year Annualized Returns 5-year Annualized Returns
4.94% 3.83% 4.36%

Nippon India Dynamic Bond Fund

Nippon India Dynamic Bond is an open-ended scheme that invests in instruments with a Macaulay duration of 3-6 months. This scheme is ideal for low to moderate risk profile people looking for capital appreciation at a steady rate over a longer time window. The fund performed decently in an average 5-year window with relatively lesser risk. This low volatile scheme is suitable for relatively older citizens who want to preserve their wealth and constantly beat inflation.

  • Category: Dynamic Bond Fund
  • Scheme Type: Debt
  • NAV 29.5033 as on 25/07/2022
  • Month-end AUM: INR 3070.46 Crores
  • Inception Date: 15th November 2004
  • Fund Manager: Vivek Sharma, Pranay Sinha
  • Benchmark: CRISIL 10-Year Gilt Index
  • SIP (Minimum Amount): INR 100/-
  • SIP Frequency: Monthly
  • Minimum Investment Amount: INR 5000/- and any amount after that
1-year Annualized Returns 3-year Annualized Returns 5-year Annualized Returns
2.20% 4.71% 5.02%

Nippon India Equity Hybrid Fund

Nippon India Equity Hybrid Fund is an open-ended fund that invests primarily in equity instruments for aggressive capital appreciation. This is suitable for people looking for capital appreciation with a moderate to high-risk profile over the long term. The majority of the fund, 71.77%, is in equity for capital growth. The higher equity component makes it a suitable fund for the younger audience looking to multiply their wealth while taking considerate risks.

  • Category: Aggressive Hybrid Fund
  • Scheme Type: Equity-Oriented
  • NAV 71.3973 as on 24/07/2022
  • Month-end AUM: INR 2817.52 Crores
  • Inception Date: 02-Jan-2013
  • Fund Manager: Sushil Budhia , Meenakshi Dawar
  • Benchmark: NIFTY 50
  • SIP (Minimum Amount): INR 100/-
  • SIP Frequency: Monthly
  • Minimum Investment Amount: INR 100/- and any amount after that
1-year Annualized Returns 3-year Annualized Returns 5-year Annualized Returns
8.10% 10.35% 5.68%

Nippon India Equity Savings Fund

Nippon India Equity Savings Fund invests primarily in equity and other arbitrage opportunities for capital appreciation with a moderate risk profile. With a 66.65% investment in the domestic equity market, the fund is suitable for people with a moderate risk profile and looking for capital appreciation.

  • Category: Equity Savings
  • Scheme Type: Equity-Oriented
  • NAV 13.1681 as on 25/07/2022
  • Month-end AUM: INR 200.34 Crores
  • Inception Date: 30-May-2015
  • Fund Managers: Sushil Budhia, Anand Devendra Gupta, Dhrumil Shah
  • Benchmark: NIFTY 50
  • SIP (Minimum Amount): INR 1,00/-
  • SIP Frequency: Monthly
  • Minimum Investment Amount: INR 5000/- and any amount after that
1-year Annualized Returns 3-year Annualized Returns 5-year Annualized Returns
4.45% 1.55% 1.11%

Frequently Asked Questions

An investor will need to decide the amount of money they wish to commit over the long term, understanding that the more you invest, the more you can gain and risk losing. There are two main types of mutual funds: some focus on the capital appreciation, and others focus on income. Both types have associated risks, so it’s important to learn as much as possible and decide how much you can put forward to achieve your financial goals.

The minimum amount for each Nippon India mutual fund depends on your selected option. For a lump sum investment, an investor must first create a SIP and choose one that starts with a lower amount. The lowest amount required by the Nippon India Mutual Fund is INR 100, while it could be INR 5000 or more to complete a lump sum investment.

Yes, you can easily increase the SIP amount at any time.

5Paisa provides commission-free investing in various stocks and mutual funds. The service involves an easy SIP investment process with a target you set, and you can conduct other transactions if needed. 5Paisa is safe on account of:

  • Professional Management
  • Liquidity Transparency
  • Flexibility to choose from a diverse range of options
  • You can invest in mutual funds by starting a SIP as low as INR 100.

5Paisa has an Invest app: investing in mutual fund shares is just a bonus! So you don’t necessarily need a Demat account to get started. You’re able to enjoy the app’s many features, such as

  • Checking your account balance up close on the go
  • Viewing and analyzing your transaction history through graphs and charts
  • Get fund profiles and choose between them

You can stop any SIP from the Nippon India fund anytime from the app.

  • Go to Mutual Fund order Book.
  • Click on the SIP section of the fund
  • Click on the Nippon India scheme that you wish to stop
  • Click on the Stop SIP button

It’s that simple! Your SIP will be stopped as per your preference, and you can restart the SIP at any time.

With Nippon India AMC, investors can consider multiple financial assets via diverse offerings and products such as:

  • Equity or debt
  • Liquid Alternatives
  • Portfolio Management Services (PMS)
  • Fixed-income Assets
Invest Now