no icon
no icon
amc icon

Nippon India Consumption Fund Direct Plan Bonus Plan Bonus

Equity | Thematic - Consumption

(NAV as of 22/04/2024)
193.48 (1.13)

3Y Returns

27.48%

Min SIP

0

Min Lumpsum

5000

Expense Ratio

1.47%

Fund Size

241 Cr

Inception Date

01-Jan-13

Fund Manager

Amar Kalkundrikar

Exit Load

1% on or before 1M, Nil after 1M.

Wealthzi View

Market Risk / Risk Taken Compared to Benchmark

Fund Size

SIP Returns

Risk Adjusted Returns

Extra Returns Over Benchmark

Returns Consistency

Performance Against Inflation

Overall Fund Zi Tag

Asset Allocation

Equity

92.81%

Debt & Others

7.19%

Market Cap Allocation

Large Cap

44.70%

Mid Cap

19.42%

Small Cap

27.94%

Other Cap

7.94%

Sector Allocation

Automobiles

16.71%

Consumer Durables

15.17%

Diversified FMCG

12.12%

Retailing

12.05%

Telecom

8.09%

Top Ten Holdings

Bharti Airtel Ltd

8.09%

ITC Ltd

6.59%

Hindustan Unilever Ltd

5.53%

Godrej Consumer Products Ltd

4.88%

Maruti Suzuki India Ltd

4.39%

Investment Objective

The Investment Objective Of The Scheme Is To Seek Long Term Capital Appreciation By Investing Atleast 80% Of Its Net Assets In Equity/Equity Related Instruments Of The Companies That Are Likely To Benefit Directly Or Indirectly From The Domestic Consumption Led Demand. There Is No Assurance Or Guarantee That The Investment Objective Of The Scheme Will Be Achieved.

Fund House Detail

AMC Name

Nippon Life India Asset Management Limited

Address

Reliance Centre, 7th Floor,South Wing, Off Western Express Highway, Santacruz (East)Mumbai - 400 055

BUILD WEALTH WITH CONFIDENCE

no iconno iconno iconno icon
no icon

BSE Member code: 58371

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
get on play storeget on app store

Wealthzi Investment Advisers (A division of Lime Internet Private Limited)

[CIN: U74999DL2017PTC310507] [PAN: AADCL2103M] [GSTIN: 07AADCL2103M1ZP]

[SEBI Registered Name: Lime Internet Private Limited] [SEBI RIA Registration No: INA000018133] [BASL Member ID: 2014] [Type of Registration: Non-Individual] [Validity of Registration: Perpetual] [Registered Address: Flat No. 603, 6th Floor, Kanchenjunga Building, 18 Barakhamba Road, New Delhi - 110001] [Principal Officer: Jyoti Prakash Nayak, Email: [email protected]] [Compliance Officer: Harshit Singh, Email: [email protected]] [Grievance Officer: Sahad PV, Email: [email protected]]

[SEBI Regional Office Address: Securities and Exchange Board of India, NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023, Ph: 011-69012998, Email: [email protected]]

Disclaimers:

Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

The information is only for consumption by the client and such material should not be redistributed.