Nippon India Mutual Fund

Nippon India BSE Sensex Next 30 Index Fund - Regular Plan-Growth Option

Nippon India Mutual Fund

Expense Ratio: 0.52
Risk: Very High
Other Scheme - Index Funds
Plan: Regular
Benchmark: BSE SENSEX Next 30 TRI
Inception: 21-05-2025
Exit Load: Nil
Fund Size:₹38.06 Cr

Performance

1Y
Fund8.25%
Cat. Avg.2.61%
2Y
FundN/A
Cat. Avg.3.39%
3Y
FundN/A
Cat. Avg.10.42%
5Y
FundN/A
Cat. Avg.11.16%
10Y
FundN/A
Cat. Avg.11.44%
SI
Fund9.19%
Cat. Avg.7.02%

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
1Shriram Finance Limited5.887.00%
2Hindalco Industries Limited4.465.31%
3Grasim Industries Limited3.764.48%
4JSW Steel Limited3.694.40%
5Bajaj Auto Limited3.343.98%
6Nestle India Limited3.253.87%
7Coal India Limited3.243.86%
8Eicher Motors Limited3.143.74%
9Oil & Natural Gas Corporation Limited2.973.53%
10Apollo Hospitals Enterprise Limited2.873.42%

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SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
1Y07 Aug, 256000062896+4.8%+10.0%
SI07 Jul, 256500068243+5.0%+9.5%

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
1Y21 Jul, 251 L.1.08 L.+8.1%N/A
SI12 Jun, 251 L.1.10 L.+10.2%+9.2%

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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