Nippon India NIFTY Alpha Low Volatility 30 Index Fund - Regular Plan - Growth Option
Expense Ratio: 0.88
Risk: Very High
Other Scheme - Index Funds
Plan: Regular
Benchmark: Nifty Alpha Low -Volatility 30 TRI
Inception: 01-08-2022
Exit Load: Nil
Fund Size:₹1,398.66 Cr
Performance
1Y
Fund-0.54%
Cat. Avg.2.17%
2Y
Fund-4.22%
Cat. Avg.2.83%
3Y
Fund11.19%
Cat. Avg.10.63%
5Y
FundN/A
Cat. Avg.10.85%
10Y
FundN/A
Cat. Avg.11.36%
SI
Fund12.64%
Cat. Avg.6.85%
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
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | State Bank of India | 56.08 | 4.58% |
| 2 | ICICI Bank Limited | 52.79 | 4.31% |
| 3 | SBI Life Insurance Company Limited | 51.28 | 4.19% |
| 4 | HDFC Bank Limited | 48.04 | 3.92% |
| 5 | Britannia Industries Limited | 47.40 | 3.87% |
| 6 | Titan Company Limited | 46.82 | 3.82% |
| 7 | Eicher Motors Limited | 46.81 | 3.82% |
| 8 | Nestle India Limited | 45.25 | 3.69% |
| 9 | Reliance Industries Limited | 43.95 | 3.59% |
| 10 | Maruti Suzuki India Limited | 43.67 | 3.56% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 60798 | +1.3% | +2.8% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.20 L. | -0.4% | -0.4% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.88 L. | +4.4% | +2.9% |
| SI | 07 Sep, 22 | 2.35 L. | 2.71 L. | +15.3% | +7.5% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 14 Jul, 25 | 1 L. | 99457 | -0.5% | -0.5% |
| 2Y | 15 Jul, 24 | 1 L. | 91088 | -8.9% | -4.6% |
| 3Y | 14 Jul, 23 | 1 L. | 1.37 L. | +37.5% | +11.2% |
| SI | 22 Aug, 22 | 1 L. | 1.59 L. | +59.0% | +12.6% |
SIP Planner
Visualize how small monthly investments grow over time.
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Beat inflation and compound wealth faster with an annual step-up.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP 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.