Nippon India Mutual Fund

Nippon India BSE Sensex Next 30 Index -Direct Plan - IDCW Payout

Nippon India Mutual Fund

Expense Ratio: 0.2
Risk: Very High
Other Scheme - Index Funds
Plan: Direct
Benchmark: BSE SENSEX Next 30 TRI
Inception: 21-05-2025
Exit Load: Nil
Fund Size:₹38.06 Cr

Performance

1Y
Fund7.34%
Cat. Avg.2.44%
2Y
FundN/A
Cat. Avg.3.21%
3Y
FundN/A
Cat. Avg.11.17%
5Y
FundN/A
Cat. Avg.11.42%
10Y
FundN/A
Cat. Avg.11.84%
SI
Fund9.05%
Cat. Avg.7.47%

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
1Hindalco Industries Limited7.895.44%
2Shriram Finance Limited7.535.19%
3Oil & Natural Gas Corporation Limited6.884.75%
4Vedanta Limited6.834.71%
5JSW Steel Limited6.474.46%
6Coal India Limited6.374.39%
7Grasim Industries Limited6.044.16%
8Bajaj Auto Limited5.783.99%
9Eicher Motors Limited5.603.86%
10Nestle India Limited5.203.58%

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SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
1Y07 Aug, 256000062612+4.4%+9.3%
SI07 Jul, 256500067945+4.5%+8.8%

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
1Y15 Jul, 251 L.1.07 L.+7.3%+7.3%
SI12 Jun, 251 L.1.10 L.+9.9%+9.1%

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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