Fund has been able to generate better returns compared to other funds in the same category
Less expense ratio implies better returns over the long term
Fund has been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.68 | 80.30 | 2.53 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.45 | 71.33 | 1.86 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
Nifty India Consumption - TRI |
Sectoral Funds - Consumption are equity schemes that majorly invest in consumption sector companies. It will give exposure to entire consumption sector which comprised a wide range of housing, health and education.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Nippon India Consumption Fund(IDCW) | 29.29% | 15.51% | 8.75% |
Aditya Birla SL India GenNext Fund(IDCW-Reinv) | 25.38% | 9.05% | 10.19% |
Mirae Asset Great Consumer Fund(IDCW) | 25.81% | 11.31% | 15.13% |
Axis Consumption Fund(IDCW) | — | — | — |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Equity
Others
Holdings
7.35 %
Holdings
6.55 %
Holdings
6.15 %
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
₹ 4,08,141.95 Cr.
Amar Kalkundrikar
AUM: ₹16,592.10 Cr.
|
Exp: 16yrs
B.Com, CA, CFA, MBA
Collectively over 16 years experience of which 13 years in Equity Research & Portfolio Management.
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Returns
Fund has been able to generate better returns compared to other funds in the same category