Nippon India Mutual Fund

Nippon India NIFTY Auto ETF

Nippon India Mutual Fund

Expense Ratio: N/A
Risk: Very High
Other Scheme - Other ETFs
Plan: Regular
Benchmark: Nifty Auto TRI
Inception: 05-01-2022
Exit Load: Nil
Fund Size:₹408.00 Cr

Performance

1Y
Fund13.72%
Cat. Avg.3.77%
2Y
Fund3.47%
Cat. Avg.2.69%
3Y
Fund20.23%
Cat. Avg.-21.10%
5Y
FundN/A
Cat. Avg.-17.16%
10Y
FundN/A
Cat. Avg.-20.16%
SI
Fund22.00%
Cat. Avg.-5.90%

Fund Facts

No available Data

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Portfolio Holdings

Detailed breakdown of instruments.

Instrument
Val (Cr) % Assets
1Mahindra & Mahindra Limited95.5324.87%
2Maruti Suzuki India Limited58.4315.21%
3Bajaj Auto Limited35.219.16%
4Eicher Motors Limited32.798.54%
5TVS Motor Company Limited28.587.44%
6Hero MotoCorp Limited23.786.19%
7Tata Motors Passenger Vehicles Limited22.455.84%
8Samvardhana Motherson International Limited16.834.38%
9Bharat Forge Limited16.154.20%
10Ashok Leyland Limited15.964.15%

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Nippon India Mutual Fund
NAV / Fund Size₹238.53₹2,872.31 Cr
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SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
1Y07 Aug, 256000060277+0.5%+1.0%
2Y07 Aug, 241.20 L.1.29 L.+7.6%+7.7%
3Y07 Aug, 231.80 L.2.14 L.+19.0%+12.2%
SI07 Feb, 222.70 L.4.12 L.+52.5%+19.4%

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
1Y14 Jul, 251 L.1.14 L.+13.7%+13.7%
2Y15 Jul, 241 L.1.06 L.+5.9%+2.9%
3Y14 Jul, 231 L.1.74 L.+73.8%+20.2%
SI24 Jan, 221 L.2.43 L.+143.3%+22.0%

SIP Planner

Visualize how small monthly investments grow over time.

Years
%
%

Beat inflation and compound wealth faster with an annual step-up.

%
%
Future Value

₹23.80L

With SIP Amount ₹5,000
Total Invested
₹9.00L
Total Gained
₹14.80L
SIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.

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