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Nippon India Nifty Next 50 Junior BeES FoF-(IDCW)
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.13 | — | 1.89 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.53 | — | 1.12 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 0.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 100 |
| BenchmarkBenchmark |
|---|
| NIFTY NEXT 50 |
About FoFs (Domestic) - Equity Oriented
FoFs (Domestic) - Equity Oriented invest majorly invest in equity mutual funds. These funds have more than 65% of total investment corpus in the equity and equity-related instruments.
Peers & Comparison
OtherFoFs (Domestic) - Equity Oriented
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Nippon India Nifty Next 50 Junior BeES FoF-(IDCW) | 35.35% | 20.08% | 17.70% |
| ICICI Pru Nifty 100 Low Volatility 30 ETF FOF(IDCW) | 16.20% | 15.74% | 16.32% |
| Mirae Asset Equity Allocator FoF(IDCW) | 18.78% | 16.37% | 22.83% |
| Aditya Birla SL Financial Planning FOF Aggressive Plan(IDCW) | 20.78% | 16.81% | 13.23% |
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
Others
- ConstituentHolding Weight3M Change
- Nippon India ETF Junior BeES3M change : -0.12 %
Holdings
99.82 %
-0.12 % - Triparty Repo3M change : -0.14 %
Holdings
0.30 %
-0.14 % - Cash Margin - CCIL3M change : -0.00 %
Holdings
0.00 %
-0.00 %
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
₹ 4,22,940.37 Cr.
Fund Manager Profile
Himanshu Mange
AUM: ₹12,917.38 Cr.
|
Exp: 4yrs
Qualification
C.A.
Past Experience
Data not available
Funds Managed (76)
Manager Performance (0)
Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Opinions and Fund Reviews
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Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%
Invested period > 2 years(Investments from 1st April 2023 redeemed till 31st March 2025)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023 redeemed after 31st March 2025)
Gains are treated as long-term capital gains and taxed at 12.5%