Nippon India Flexi Cap Fund

Equity · Flexi Cap
100
Min SIP
500
Min Lumpsum
0.5 %
Expense Ratio
Rating
4,166
Fund Size (in Cr)
2 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 02 June 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 11.7% - - 8.3%
Category Average 12.7% 26.1% 12.8% -

Scheme Allocation

By Holding
By Sector
By Asset
HDFC Bank
7.2%
ICICI Bank
5.4%
Infosys
4.72%
Reliance Industr
4.59%
Axis Bank
3.99%
Others
74.1%
Banks
22.46%
Finance
9.16%
IT-Software
7.93%
Automobiles
4.78%
Petroleum Products
4.65%
Others
51.02%
Equity
95.72%
Reverse Repos
2.31%
Net Curr Ass/Net Receivables
1.97%
Cash & Cash Equivalents
0%

Advance Ratio

-
Alpha
-
SD
-
Beta
-
Sharpe

Exit Load

Exit Load 10% of the units allotted shall be redeemed without any exit load, on or before completion of 12 months from the date of allotment of units. 1% if redeemed or switchd out on or efore completion of 12 months from the date of allotment of units. NIl if redeemed or switched out after the completion of 12 Months from the date of allotment of units.

Fund Objective

Nippon India flexi cap fund is an open-ended dynamic equity scheme investing across market capital launched on July 26, 2021. Nippon India Flexi Cap has Rs4,168 Crores worth of assets under management and is a middle-sized fund in its category. It is managed by Meenakshi Dawar, Kinjal Desai, Dhrumil Shah, Nikhil Rungta, Akshay Sharma. The scheme has given a robust yearly return of 18.49 percent per annum.

Nippon India’s flexi-cap fund has 96.79% investment in domestic equities, of which 50.73% is in large-cap stocks, 11.09% is in medium-cap stocks, and 12% is in small-cap stocks.

Pros and Cons

Pros Cons

It is quite popular among investors as a good opportunity for investment.

This a high-risk type of investment, as heavy losses may be incurred

The three and five annualized returns are higher than the category average.

The future returns from larger AUM funds often tend to be lower than what is expected.

It outperforms its benchmark, the NIFTY 500 TRI, by an alpha of 10.9%

In comparison to the benchmark, the NIFTY 500 TRI has generated 10.9% greater alpha.

A lower expense ratio implies that there are possibilities of higher returns over the long term.

The fund has the requisite capability to generate better price returns.

How to invest in Nippon India flexi cap fund?

Users can easily complete investment transactions in the Nippon India Flexi Cap Fund, thanks to 5paisa. No documentation is involved at any point during the process, and the process itself is simple and quick to complete.

While investing in Nippon India flexi-cap funds, check for a target date of more than five years because equity funds can provide long-term gains that outpace inflation and, thus, need more time.

What is the expense ratio of the Nippon India flexi cap fund?

The term ‘Expense Ratio’ is the annual money one needs to pay as remuneration to the company for managing your investments in that mutual fund. It would help if you went for a lesser expense ratio, as the fund operating fees get deducted by this, leading to greater returns.

Who should invest in Nippon India flexi cap fund?

Due to their diversified portfolio, these funds are ideal for novice equity investors as it keeps the risk under manageable control.

Suppose you are an investor who has long-term financial goals in mind. In that case, investment in Nippon India flexi cap fund safeguards against the volatility of share markets and further helps you reap the benefits.

Nippon India’s flexi cap shows avenues to those needing clarification about whether to go for funds investing in big corporations for their relative stability or go for mid and small caps, which come with significant risk.

Investors might want to take advantage of the growth opportunities of mid-cap and small-cap funds but aren’t comfortable with the volatility. Nippon India’s flexi cap helps them obtain the right amount of exposure with minimal risks.

Benefits of Nippon India flexi-cap fund

  • Investors have exposure to all of the important sectors and firms between them that are advancing the Indian economy. Through this, they gain more experience in the investment sectors, and there is a greater scope of profits accruing to investors.
  • They provide a diverse portfolio because they invest in businesses of various sizes and industries. Such diversification cushions against extreme and abrupt fluctuations, thereby reducing risks in an otherwise volatile market.
  • These funds have the flexibility to alter the portfolio’s structural makeup to suit the current market situation best. Such flexibility bestows adaptability to the investor against the unpredictable flows of the share and stock markets while allowing the investor to customize their portfolios as per their whims.
  • Since the minimum investment is Rs500 and, in the case of SIP, just Rs100 — it can be considered very comfortable to new investors. The amount is low and does not pose that great of an expense to even those investors who are incurring losses elsewhere.
  • For the past few years, the Nippon India Flexi Cap fund has outperformed its benchmark and the vast majority of its rival categories. Investors can earn up to 1.36% of extra returns by investing here, and returns of approximately 4.56% have been raised since its first launch.

Fund Managers

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!

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Nippon India Mutual Fund
AUM:
2,81,439 Cr
Address:
4th Floor, Tower A, Peninsula Busines -s Park, Ganapatrao Kadam Marg Lower Parel (W), Mumbai - 400013.
Contact:
022-68087000/1860260111
Email ID:
customercare@nipponindiaim.in

Frequently Asked Questions

How to invest in Nippon India Flexi Cap Fund ?

You can invest in Nippon India Flexi Cap Fund in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Nippon India Flexi Cap Fund in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Nippon India Flexi Cap Fund ?

The NAV of Nippon India Flexi Cap Fund is ₹11.5 as of 02 June 2023.

How to redeem Nippon India Flexi Cap Fund holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Nippon India Flexi Cap Fund?

The minimum SIP amount of Nippon India Flexi Cap Fund is ₹100

What are the top sectors Nippon India Flexi Cap Fund has invested in??

The top sectors Nippon India Flexi Cap Fund has invested in are
  1. HDFC Bank - 7.2%
  2. ICICI Bank - 5.4%
  3. Infosys - 4.72%
  4. Reliance Industr - 4.59%
  5. Axis Bank - 3.99%

How much returns have Nippon India Flexi Cap Fund generated ?

The Nippon India Flexi Cap Fund has delivered 8.3% since inception

What is the expense ratio of Nippon India Flexi Cap Fund ?

The expense ratio of Nippon India Flexi Cap Fund is 0.5 % as of 02 June 2023.

What is the AUM of Nippon India Flexi Cap Fund?

The AUM of Nippon India Flexi Cap Fund is ₹2,81,439 Cr as of 02 June 2023

What are the top stock holdings of Nippon India Flexi Cap Fund?

The top stock holdings of Nippon India Flexi Cap Fund are
  1. HDFC Bank - 7.2%
  2. ICICI Bank - 5.4%
  3. Infosys - 4.72%
  4. Reliance Industr - 4.59%
  5. Axis Bank - 3.99%
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