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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
1.45 | 54.27 | 1.84 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.34 | 51.62 | 1.62 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Bonus | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Not allowed | Not allowed |
BenchmarkBenchmark |
---|
NIFTY LargeMidcap 250 - TRI |
Large & Mid Cap funds diversify investment between large cap and mid cap companies. These are relatively less riskier as compared to large cap funds due to their exposure to mid cap funds also.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Nippon India Vision Fund | 36.31% | 22.39% | 15.87% |
Quant Large & Mid Cap Fund | 27.28% | 21.30% | 19.34% |
Bank of India Large & Mid Cap Equity Fund | 29.41% | 19.42% | 9.32% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Equity
Others
Holdings
5.08 %
Holdings
3.79 %
Holdings
3.14 %
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
₹ 4,23,932.83 Cr.
Amar Kalkundrikar
AUM: ₹16,584.67 Cr.
|
Exp: 16yrs
Aishwarya Agarwal
AUM: ₹5,546.17 Cr.
|
Exp: 14yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
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%