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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.79 | 59.93 | 1.73 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.29 | 59.00 | 1.68 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
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Nifty Midcap 150 - TRI |
Mid Cap funds invest in stocks of the companies ranking from 101-250 in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of mid cap companies. These funds are less riskier than small-cap funds
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Nippon India Growth Fund(IDCW) | 28.40% | 21.06% | 11.46% |
HDFC Mid-Cap Opportunities Fund(IDCW) | 26.07% | 19.45% | 14.35% |
Kotak Emerging Equity Fund(IDCW-Payout) | 40.34% | 24.24% | 17.81% |
Axis Midcap Fund(IDCW) | 26.38% | 7.78% | 13.12% |
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
Equity
Others
Holdings
2.78 %
Holdings
2.68 %
Holdings
2.66 %
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
₹ 4,17,625.41 Cr.
Rupesh Patel
AUM: ₹49,595.63 Cr.
|
Exp: 14yrs
MBA (Finance),B.E (Civil)
Mr. Rupesh Patel is the Fund Manager for Tata Fixed Tenure Fund Series-2 Scheme A & Scheme B (equity portfolio), Tata Capital Protection Oriented Fund - 1 & 2 (equity portfolio)
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%