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
Fund13.53%
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
Fund8.44%
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
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 | 10.08 | 23.19% |
| 2 | Maruti Suzuki India Limited | 6.77 | 15.59% |
| 3 | Bajaj Auto Limited | 3.96 | 9.11% |
| 4 | Eicher Motors Limited | 3.59 | 8.25% |
| 5 | TVS Motor Company Limited | 2.99 | 6.88% |
| 6 | Tata Motors Passenger Vehicles Limited | 2.71 | 6.23% |
| 7 | Samvardhana Motherson International Limited | 2.41 | 5.54% |
| 8 | Hero MotoCorp Limited | 2.29 | 5.27% |
| 9 | Bharat Forge Limited | 2.10 | 4.84% |
| 10 | Ashok Leyland Limited | 1.66 | 3.82% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 61259 | +2.1% | +4.3% |
| SI | 07 Jan, 25 | 95000 | 1.03 L. | +8.8% | +11.2% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 1.13 L. | +12.8% | N/A |
| SI | 09 Dec, 24 | 1 L. | 1.14 L. | +13.9% | +8.4% |
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.