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
Fund14.10%
Cat. Avg.4.42%
2Y
Fund4.77%
Cat. Avg.3.40%
3Y
Fund20.95%
Cat. Avg.-21.32%
5Y
FundN/A
Cat. Avg.-16.69%
10Y
FundN/A
Cat. Avg.-20.10%
SI
Fund22.39%
Cat. Avg.-5.56%

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 Limited99.5923.15%
2Maruti Suzuki India Limited66.9315.56%
3Bajaj Auto Limited39.129.09%
4Eicher Motors Limited35.438.24%
5TVS Motor Company Limited29.556.87%
6Tata Motors Passenger Vehicles Limited26.766.22%
7Samvardhana Motherson International Limited23.785.53%
8Hero MotoCorp Limited22.625.26%
9Bharat Forge Limited20.784.83%
10Ashok Leyland Limited16.403.81%

Similar Funds

Nippon India Mutual Fund
NAV / Fund Size₹90.10₹50,841.73 Cr
Large Cap FundVery High RiskEquity

-0.42%

1.66%

11.88%

15.38%

12.44%

Invesco Mutual Fund
NAV / Fund Size₹47.00₹9,222.52 Cr
Small Cap FundVery High RiskEquity

9.18%

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22.34%

18.84%

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Nippon India Mutual Fund
NAV / Fund Size₹32.40₹3,147.60 Cr
Other ETFsVery High RiskOther

-19.89%

-12.85%

-0.33%

1.79%

13.86%

SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
1Y07 Aug, 256000061361+2.3%+4.7%
2Y07 Aug, 241.20 L.1.31 L.+9.5%+9.5%
3Y07 Aug, 231.80 L.2.18 L.+21.2%+13.3%
SI07 Feb, 222.70 L.4.19 L.+55.2%+20.1%

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
1Y21 Jul, 251 L.1.13 L.+13.3%N/A
2Y22 Jul, 241 L.1.09 L.+8.5%+4.2%
3Y20 Jul, 231 L.1.77 L.+76.9%+20.9%
SI24 Jan, 221 L.2.48 L.+147.6%+22.4%

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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