Analyst’s Choice
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
---|---|---|---|---|---|---|
Nippon India Passive Flexicap FoF - Regular Plan
|
Very High
|
Please wait... |
0.57 |
|||
Very High
|
Please wait... |
0.88 |
||||
Very High
|
Please wait... |
1.33 |
||||
Very High
|
Please wait... |
1.46 |
||||
Very High
|
Please wait... |
1.72 |
₹251 Cr
--
500
100
100
60
Investment Strategy
The scheme seek to long term capital growth by investing in units of ETFs/Index Funds of Nippon India Mutual Fund.
Suitability
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This is a flexi-cap fund where the fund management team has complete freedom to invest in companies of different sizes, depending on where it expects maximum gains. This versatility makes flexi-cap funds most suitable for equity fund investors, as the job of stock selection is left completely to the fund manager, which is the very idea of investing in a mutual fund.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other flexi-cap fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Dividend Taxation
Nippon India Passive Flexicap FoF - Regular Plan is mandated to invest at least 65 per cent of its assets in equity stocks at all times. Being a fund of funds, it invests its assets in a set of mutual fund schemes instead of the underlying securities directly. Flexi cap funds have complete freedom to invest in companies of different sizes, depending on where the fund management team expects maximum gains.
Mutual funds can be bought directly from the website of the fund house. For instance, Nippon India Passive Flexicap FoF - Regular Plan fund can be purchased from the website of Nippon India Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Nippon India Passive Flexicap FoF - Regular Plan is ₹20.5175 as of 14-Aug-2024.
The AUM of Nippon India Passive Flexicap FoF - Regular Plan Fund is ₹251 Cr as of 31-Jul-2024
The riskometer level of Nippon India Passive Flexicap FoF - Regular Plan is Very High. See More
Company | Percentage of Portfolio |
---|---|
70.48
|
|
17.32
|
|
12.03
|
As of 31-Jul-2024, Nippon India Passive Flexicap FoF - Regular Plan had invested 99.57% in Equity, 0.43% in Cash & Cash Eq. and 0% in Debt See More
Nippon India Passive Flexicap FoF - Regular Plan is 3 years 7 months old. It has delivered 21.95% returns since inception. See More
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
---|---|---|---|---|---|
34.35%
|
17.42%
|
--
|
--
|
--
|
21.95%
|
No, There is no lock in period in Nippon India Passive Flexicap FoF - Regular Plan.
The expense ratio of Nippon India Passive Flexicap FoF - Regular Plan is 0.57.