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Nippon India Consumption Fund

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213.620.16% (+0.34)

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Nippon India Consumption Fund

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EquitySectoral Fund - Consumption
Mid-size FundAssets Under Mgmt: ₹ 2,188 Cr
Very High RiskPrinciple investment will be at very high risk
213.620.16% (+0.34)

Price Chart

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Returns
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EquitySectoral Fund - Consumption
Mid-size FundAssets Under Mgmt: ₹ 2,188 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.6471.691.50
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4666.541.01

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Bonus0 yrs1.00%
1% on or before 1M Nil after 1M
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Not allowedNot allowed
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

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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Nov 2024

ACTUAL
Cash & EquivalentsEquity4.06%95.94%

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Distribution

+16 moreTwo WheelersRetail - SpecialityPackaged Foods & MeatsFour WheelersFMCG - Household Products53.60 %7.02 %8.70 %8.75 %9.12 %12.81 %

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 2412.20%12.82%9.47%12.65%13.00%12.81%
FMCG - Household Products as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • Bharti Airtel Ltd
    BHARTIARTL
    3M change : -0.75 %

    Holdings

    6.92 %

    -0.75 %
  • Mahindra and Mahindra Ltd
    M&M
    3M change : 1.80 %

    Holdings

    6.09 %

    1.80 %
  • Hindustan Unilever Ltd
    HINDUNILVR
    3M 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

    ₹ 4,22,328.67 Cr.

Fund Manager Profile

Amar Kalkundrikar

AUM:  ₹16,441.55 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 16yrs

Qualification

B.Com, CA, CFA, MBA

Past Experience

Collectively over 16 years experience of which 13 years in Equity Research & Portfolio Management.

Funds Managed (5)

Manager Performance (0)

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Tax Implications

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%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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