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  • Nippon India Mutual Fund
  • Nippon India Vision Fund (G)
Nippon Mutual Fund

Nippon India Vision Fund (G)

EquityLarge & Mid Cap

1477.5949

NAV (Oct 15)

23.938%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in large & mid cap mutual funds.

Large & Mid Cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Neutral

The performance of the fund on a Downside Protection Measure metric has been Neutral

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

Scripbox Recommended Large and Mid Cap Funds
Want the large and mid cap funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

1477.5949

NAV (Oct 15)

Fund Returns

Last 1Y
47.3%
Last 3Y
19.1%
Last 5Y
23.9%
Last 10Y
14.2%
Since Inception
18.8%
6 Month CAGR
19.1%

Scheme Information

Investment Objective

The fund seeks capital appreciation by investing in larger stocks with good fundamentals and good long-term prospects.

Expense Ratio
1.97
Launched (0y ago)
1.97
AUM in Crores
5618.7
ISIN
INF204K01406
Lock-in
-
Benchmark
NIFTY Large Midcap 250 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
12.7
Beta
0.9
Sharpe Ratio
1.3
YTM
-
Fund Managers

Aishwarya Deepak Agarwal

Fund Manager

Amar Kalkundrikar

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Nippon India Vision Fund (G)70%13,56,014 6,23,40223.9%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-05-17

Top Stock Holdings

HDFC Bank Ltd.

4.8%
4.82%

ICICI Bank Ltd.

3.5%
3.5%

Reliance Industries Ltd.

3.3%
3.32%

NTPC Ltd.

3.2%
3.24%

Infosys Ltd.

3.1%
3.13%
See all holdings

Allocation by Sector

Financial

18.8%
18.79%

Capital Goods

11.8%
11.77%

Technology

11.2%
11.18%

Healthcare

9.1%
9.13%

Energy

9.1%
9.07%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,417 cr

₹ 24,508 cr

₹ 66,206 cr

₹ 51,197 cr

₹ 17,770 cr

amc-img

About the AMC

Nippon India Mutual Fund

Reliance Nippon India Mutual Fund was established in 1996. It is a joint venture between India's Reliance Mutual Fund and Japan's Nippon Life Insurance Company. It is india's top asset management company with a total AUM of Rs 1.8 Lac Crore with about 91.9 lac active folios. It is the first compnay to be listed and traded on both the NSE and Bombay Stock Exchange (BSE).amc-img
Fund NameScripbox Opinion
Till Date CAGR

6%

6.9%

7.2%

8.9%

15.7%

20.9%

19.5%

13.6%

15.1%

8.3%

Nippon India Vision Fund (G) Review

Nippon India Vision Fund (G) is a Large & Mid Cap Equity fund and has delivered an annualised return of 18.765% over a period of 29 years. The fund is managed by Nippon India Mutual Fund. The fund managers are Aishwarya Deepak Agarwal, Amar Kalkundrikar.

Nav of Nippon India Vision Fund (G) as of 10/15/2024 is ₹1477.59 with the total AUM as of 10/16/2024 is ₹5618.6847. With Scripbox you can compare and check the latest nav for all mutual funds in India. Nippon India Vision Fund (G) was launched on 1995-10-08. The category risk of the fund is Above Average.

The minimum SIP amount for Nippon India Vision Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Nippon India Vision Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY Large Midcap 250 Total Return Index.

It is rated as a 3 fund in Equity and delivered 47.264% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Nippon India Vision Fund (G).

Frequently Asked Questions

What is Nippon India Vision Fund (G)?

It is a Large & Mid Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Nippon India Vision Fund (G)?

You can invest in Nippon India Vision Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Nippon India Vision Fund (G)?

The minimum sip amount for Nippon India Vision Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Nippon India Vision Fund (G) good to invest in?

As per Scripbox experts, it is a 3 fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Nippon India Vision Fund (G)?

The expense ratio of the Nippon India Vision Fund (G) is 1.97% for regular plan.

What is the NAV of Nippon India Vision Fund (G)?

Today's Nippon India Vision Fund (G) NAV is ₹1477.59.