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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.35 | — | 1.93 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.23 | 7.13 | 1.67 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
Gold-India |
Flexi cap funds are equity mutual funds that are not restricted to investing in companies with a predetermined market capitalisation.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Nippon India Asset Allocator FoF(IDCW) | 25.29% | 19.44% | 21.01% |
HDFC Flexi Cap Fund(IDCW) | 25.64% | 15.60% | 6.64% |
Kotak Flexicap Fund(IDCW-Payout) | 30.01% | 17.82% | 13.62% |
UTI Flexi Cap Fund(IDCW) | 23.18% | 6.70% | 12.48% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Others
Holdings
23.06 %
Holdings
22.04 %
Holdings
21.45 %
Nippon India Mutual Fund is one of India’s leading mutual funds, with Average Assets Under Management (AAUM) of Rs 2,79,431 Crores. NIMF has been established as a trust under the Indian Trusts Act, 1882 with Nippon Life Insurance Company as its Sponsor and Nippon Life India Trustee Ltd as its Trustee.
No.of Schemes
78
Total AUM
₹ 4,12,199.00 Cr.
Sushil Budhia
AUM: ₹27,805.75 Cr.
|
Exp: —
Ashutosh Bhargava
AUM: ₹56,721.56 Cr.
|
Exp: 12yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%
Invested period > 2 years(Investments from 1st April 2023 redeemed till 31st March 2025)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023 redeemed after 31st March 2025)
Gains are treated as long-term capital gains and taxed at 12.5%