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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.64 | 71.69 | 1.68 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.46 | 66.54 | 1.37 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
— |
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.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Nippon India Consumption Fund(IDCW) | 16.78% | 16.79% | 8.42% |
Aditya Birla SL India GenNext Fund(IDCW-Reinv) | 13.36% | 10.53% | 9.89% |
Axis Consumption Fund(IDCW) | — | — | — |
Mirae Asset Great Consumer Fund(IDCW) | 11.13% | 12.05% | 14.71% |
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
6.92 %
Holdings
6.09 %
Holdings
6.02 %
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
₹ 4,22,940.37 Cr.
Amar Kalkundrikar
AUM: ₹16,584.67 Cr.
|
Exp: 16yrs
B.Com, CA, CFA, MBA
Collectively over 16 years experience of which 13 years in Equity Research & Portfolio Management.
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%