Nippon India Capital Builder Fund IV - Series C Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Nippon India Capital Builder Fund IV - Series C Growth Fund Overview

Min. investment

SIP ₹ & Lump. ₹5000

AUM (Fund size)

₹209 Cr

Lock In Period

N/A

Expense Ratio

1.21

Exit Load

Nil

Benchmark

BSE 200 Total Return

Nippon India Capital Builder Fund IV - Series C Growth Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M3.81-0.577.74
6M50.041.9964.49
1Y136.464.19137.57
3Y6.7512.50202.94

Portfolio Analysis

  • Equity: 76.66%
  • Debt: 23.34%
  • Others
As on: 2021-02-28
View allocation % by

1. Bosch Limited4.27%
2. Ashok Leyland Limited2.47%
3. Sandhar Technologies Limited2.35%
4. Subros Limited2.00%

1. Tejas Networks Limited4.39%
2. Bharti Airtel Limited4.26%

1. Birla Corporation Limited3.46%
2. HIL Limited2.31%
3. JK Lakshmi Cement Limited1.43%

1. Route Mobile Limited6.34%

1. NMDC Limited3.04%
2. Welspun Corp Limited1.81%

1. Equitas Small Finance Bank Limited2.80%
2. Can Fin Homes Limited1.14%

1. Bayer Cropscience Limited3.45%

1. KPIT Technologies Limited3.36%

1. Somany Ceramics Limited2.72%
2. Asahi India Glass Limited0.50%

1. Balrampur Chini Mills Limited3.16%

1. KRBL Limited3.01%

1. Valiant Organics Limited1.51%
2. Fineotex Chemical Limited1.42%

1. NTPC Limited2.83%

1. Chambal Fertilizers & Chemicals Limited2.34%

1. Indian Energy Exchange Limited2.11%

1. ION Exchange (India) Limited1.05%
No Data Found
No Data Found

About Fund Nippon India Capital Builder Fund IV - Series C Growth

Nippon India Capital Builder Fund IV - Series C Growth managed by Nippon India Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹209 Crore. The fund benchmarks its performance against the BSE 200 Total Return while maintaining an expense ratio of 1.21. Under the expert guidance of Samir Rachh ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Samir Rachh

Mr. Samir Rachh is a B.Com (H) from V.G.Vaze College, Mumbai.He has an experience of over 12 years of experience. Prior to joining Reliance Mutual Fund he has worked in Hinduja Finance, Emkay Research and Anvicon Research.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Axis Emerging Opportunities Fund - Series 2 Growth01,526 CR1.29
Nippon India Capital Builder Fund IV - Series C Growth0208 CR1.21
Sundaram Emerging Small Cap - Series III Growth0299 CR1.35
Fund Name1Y3Y
This FundAxis Emerging Opportunities Fund - Series 2 Growth16.896220.8538
This FundNippon India Capital Builder Fund IV - Series C Growth136.460521.6572
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

Nippon India Capital Builder Fund IV - Series C Growth FAQs

Nippon India Capital Builder Fund IV - Series C Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Nippon India Capital Builder Fund IV - Series C Growth is 1.21. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Nippon India Capital Builder Fund IV - Series C Growth’s fund performance is as follows:
  • 1 Month : 3.81%
  • 6 Months : 50.04%
  • 1 Year : 136.46%
  • 3 Years : 6.75%
Returns of Nippon India Capital Builder Fund IV - Series C Growth are updated daily based on NAV of ₹ 11.1685 as on Mar 22,2021. Since inception, the return has been 21.66%.

You can invest in Nippon India Capital Builder Fund IV - Series C Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Nippon India Capital Builder Fund IV - Series C Growth is ₹209 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Nippon India Capital Builder Fund IV - Series C Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.