Nippon India NIFTY Auto Index Fund - Regular Plan- IDCW Option
Expense Ratio: 0.89
Risk: Very High
Other Scheme - Index Funds
Plan: Regular
Benchmark: Nifty Auto TRI
Inception: 14-11-2024
Exit Load: Nil
Fund Size:₹40.56 Cr
Performance
1Y
Fund13.15%
Cat. Avg.2.17%
2Y
FundN/A
Cat. Avg.2.83%
3Y
FundN/A
Cat. Avg.10.63%
5Y
FundN/A
Cat. Avg.10.85%
10Y
FundN/A
Cat. Avg.11.36%
SI
Fund7.33%
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 | Mahindra & Mahindra Limited | 8.95 | 24.81% |
| 2 | Maruti Suzuki India Limited | 5.47 | 15.18% |
| 3 | Bajaj Auto Limited | 3.30 | 9.14% |
| 4 | Eicher Motors Limited | 3.07 | 8.52% |
| 5 | TVS Motor Company Limited | 2.68 | 7.42% |
| 6 | Hero MotoCorp Limited | 2.23 | 6.18% |
| 7 | Tata Motors Passenger Vehicles Limited | 2.10 | 5.83% |
| 8 | Samvardhana Motherson International Limited | 1.58 | 4.37% |
| 9 | Bharat Forge Limited | 1.51 | 4.19% |
| 10 | Ashok Leyland Limited | 1.49 | 4.14% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 60182 | +0.3% | +0.6% |
| SI | 07 Jan, 25 | 95000 | 1.02 L. | +6.9% | +9.0% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 14 Jul, 25 | 1 L. | 1.13 L. | +13.1% | +13.2% |
| SI | 09 Dec, 24 | 1 L. | 1.12 L. | +11.9% | +7.3% |
SIP Planner
Visualize how small monthly investments grow over time.
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Years
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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.