Nippon India Mutual Fund - Latest MF Schemes, NAV & Performance

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22 MAY, 2024

Nippon India Mutual Fund, formerly known as Reliance Mutual Fund, stands as one of India's leading asset management companies. Established in June 1995, it began as a joint venture between Reliance Capital, one of India's premier RBI registered Non-Banking Finance Companies, and Nippon Life Insurance Company of Japan. In October 2019, Nippon Life Insurance acquired Reliance's stake, leading to the rebranding of the fund house as Nippon India Mutual Fund.

Nippon India Mutual Fund manages a diverse range of assets, including managed accounts, mutual funds, pension funds, alternative investments, and offshore funds. The fund's asset management house, Nippon Life India Asset Management Limited (NAM India), is promoted by Reliance Capital Limited and Nippon Life Insurance Company, holding 75.93% of its total issued and paid-up equity share capital.

Top Performing Mutual Fund Schemes

Fund Name	Category	NAV	3-Year Returns	5-Year Returns
Nippon India Pharma Fund	Equity	348.22	14.67%	17.86%
Nippon India Large Cap Fund	Equity	65.80	29.32%	16.27%
Nippon India ETF Nifty Bank BeES	ETF	452.34	25.33%	12.68%
Nippon India Growth Fund	Equity	2,755.07	32.85%	22.95%

How to Invest with Nippon India Mutual Fund?

Log in to your Kotak Mahindra account: If you don't already have one, you'll need to register for a Kotak Mahindra Bank account for Nippon India mutual fund login.

Upload your identification documents: Ensure all necessary KYC documents are uploaded. This typically includes your passport, Voter ID, PAN card, driving license, government service ID card, and Aadhaar.

Determine your investment duration: Decide on the total duration for your investment.

Assess your risk tolerance: Evaluate your risk appetite as high, low, or medium. Seek advice from financial experts if needed.

Select the appropriate Nippon India Mutual Fund: Choose the fund that aligns with your investment goals and risk profile.
Choose your investment mode: Opt for either a lump-sum investment or set up a SIP (Systematic Investment Plan) based on your preference and financial strategy.

Risks and Considerations of Nippon India Mutual Fund

When considering investments in Nippon India Mutual Funds, it's essential to be aware of the various risks and considerations associated with these funds. Here's a breakdown:

Market Risks: Nippon India Mutual Funds, like any investment instrument, are subject to market risks. These risks stem from fluctuations in the stock market, interest rates, and economic conditions. Market volatility can impact the value of your investments, leading to potential losses. It's crucial for investors to understand and be prepared for the inherent risks of investing in the financial markets.

Scheme-specific Risks: Each mutual fund scheme offered by Nippon India comes with its own set of risks. For example, equity funds may be exposed to market volatility and company-specific risks, while debt funds may face interest rate risk and credit risk. It's essential to carefully assess the risk profile of each scheme before investing and ensure that it aligns with your investment goals and risk tolerance.

Investor Tips and Considerations

Conduct thorough research and due diligence before investing in Nippon India Mutual Funds.
Understand the investment objectives, strategy, and past performance of each scheme.
Consider factors such as investment horizon, risk tolerance, and financial goals.
Diversify across different asset classes to mitigate risks.
Periodically review investment portfolios to optimise returns over the long term.
Seek guidance from a financial advisor or investment professional for tailored insights and advice.

Performance and Returns of Nippon India Mutual Fund

Nippon India Large Cap Fund: This scheme, falling under equity investments, has demonstrated notable performance in recent years. With an annualised return of 29.32% over the past 3 years, it reflects the potential for significant growth within the large-cap segment. Over a 5-year period, the fund has delivered commendable returns, standing at 16.27%. Investors interested in this fund can initiate their investment process with a modest lump sum of just Rs 100, making it accessible to a wide range of individuals looking to capitalise on large-cap opportunities.

Nippon India Pharma Fund: Nippon India Pharma Fund stands out within the equity investments spectrum, demonstrating resilience and robust performance in recent years. Its stable annualised return of 14.67% over the preceding 3 years not only reflects its steady growth trajectory but also emphasises the inherent potential within the pharmaceutical sector. This sector, known for its innovation and resilience, has been a significant contributor to the fund's success. Over a 5-year horizon, investors have witnessed the fund's ability to consistently deliver solid returns, with an average of 17.86%. Such consistent performance underscores the fund's adeptness in getting through market fluctuations and capitalising on growth opportunities within the pharmaceutical industry.

Nippon India ETF Nifty Bank BEES: The Nippon India ETF Nifty Bank BEES is an exchange-traded fund (ETF) that mirrors the performance of the Nifty Bank index, providing investors with access to the banking sector. Boasting an impressive annualised return of 25.33% over the previous 3 years, it underscores the promising growth prospects within the banking industry. Over the course of 5 years, the fund has consistently delivered strong returns, averaging 12.68%.

Nippon India Growth Fund: The Nippon India Growth Fund has emerged as a strong performer in equity investments, showcasing remarkable results in recent years. With an annualised return of 32.85% over the last 3 years, it signifies significant growth potential within its portfolio. Over a 5-year span, the fund has consistently surpassed expectations, averaging a return of 22.95%.

Conclusion

Nippon India Mutual Fund presents a versatile range of investment options, showcasing strong returns across diverse market segments. With streamlined processes and adherence to prudent investment principles, it serves as a dependable ally for investors, offering accessible avenues for growth, stability, and income generation. Through platforms like Kotak Mahindra Bank, it ensures ease of investment and seamless transactions. As a trusted partner, Nippon India Mutual Fund helps investors get through market volatility effectively, enabling them to achieve their long-term financial objectives in India's investment procedures.

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Disclaimer: This Article is for information purpose only. The views expressed in this Article do not necessarily constitute the views of Kotak Mahindra Bank Ltd. (“Bank”) or its employees. Bank make no warranty of any kind with respect to the completeness or accuracy of the material and articles contained in this Newsletter. The information contained in this Article is sourced from empaneled external experts for the benefit of the customers and it does not constitute legal advice from Kotak. Kotak, its directors, employees and the contributors shall not be responsible or liable for any damage or loss resulting from or arising due to reliance on or use of any information contained herein.

Nippon India Mutual Fund: Top MF Schemes, Returns, SIP Plans