Nippon India NIFTY Alpha Low Volatility 30 Index Fund - Direct Plan - Growth Option
Expense Ratio: 0.35
Risk: Very High
Other Scheme - Index Funds
Plan: Direct
Benchmark: Nifty Alpha Low -Volatility 30 TRI
Inception: 01-08-2022
Exit Load: Nil
Fund Size:₹1,398.66 Cr
Performance
1Y
Fund-7.30%
Cat. Avg.-0.92%
2Y
Fund-8.74%
Cat. Avg.0.42%
3Y
Fund7.97%
Cat. Avg.9.27%
5Y
FundN/A
Cat. Avg.7.81%
10Y
FundN/A
Cat. Avg.11.35%
SI
Fund10.63%
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
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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 | Torrent Pharmaceuticals Limited | 56.02 | 4.37% |
| 2 | NTPC Limited | 55.20 | 4.30% |
| 3 | Marico Limited | 52.17 | 4.07% |
| 4 | Apollo Hospitals Enterprise Limited | 51.36 | 4.00% |
| 5 | Cummins India Limited | 51.06 | 3.98% |
| 6 | Nestle India Limited | 49.07 | 3.83% |
| 7 | ICICI Bank Limited | 48.34 | 3.77% |
| 8 | Hindalco Industries Limited | 47.53 | 3.71% |
| 9 | Lupin Limited | 47.50 | 3.70% |
| 10 | Sun Pharmaceutical Industries Limited | 45.47 | 3.54% |
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SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 56993 | -5.0% | -10.2% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.14 L. | -5.0% | -5.1% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.72 L. | -4.3% | -3.0% |
| SI | 07 Sep, 22 | 2.50 L. | 2.71 L. | +8.3% | +3.9% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 92699 | -7.3% | -7.3% |
| 2Y | 16 Oct, 24 | 1 L. | 83277 | -16.7% | -8.7% |
| 3Y | 16 Oct, 23 | 1 L. | 1.26 L. | +25.9% | +8.0% |
| SI | 22 Aug, 22 | 1 L. | 1.52 L. | +52.1% | +10.6% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹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.