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Nippon India Consumption Fund
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.64 | 71.69 | 1.50 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.46 | 66.54 | 1.03 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| BenchmarkBenchmark |
|---|
| Nifty India Consumption - TRI |
About Sectoral Fund - Consumption
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.
Peers & Comparison
EquitySectoral Fund - Consumption
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Nippon India Consumption Fund | 23.60% | 22.71% | 15.16% |
| Aditya Birla SL India GenNext Fund | 21.82% | 18.16% | 18.14% |
| Axis Consumption Fund | — | — | — |
| Mirae Asset Great Consumer Fund | 20.79% | 21.65% | 18.90% |
Price Comparison
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Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- Bharti Airtel Ltd3M change : -0.75 %
Holdings
6.92 %
-0.75 % - Mahindra and Mahindra Ltd3M change : 1.80 %
Holdings
6.09 %
1.80 % - Hindustan Unilever Ltd3M change : -0.76 %
Holdings
6.02 %
-0.76 %
AMC Profile
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
80
Total AUM
₹ 4,24,355.23 Cr.
Fund Manager Profile
Amar Kalkundrikar
AUM: ₹16,584.67 Cr.
|
Exp: 16yrs
Qualification
B.Com, CA, CFA, MBA
Past Experience
Collectively over 16 years experience of which 13 years in Equity Research & Portfolio Management.
Manager Performance (0)
Tax Implications
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Investment frequency
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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%