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Nippon India Capital Builder Fund IV - Series D Growth Return

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Showing Funds Performance since Sep 07, 2020

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

Min. investment

SIP ₹ & Lump. ₹5000

AUM (Fund size)

₹84 Cr

Lock In Period

N/A

Expense Ratio

1.26

Exit Load

Nil

Benchmark

BSE 200 Total Return

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

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M3.03-0.699.18
6M64.191.9764.49
1Y28.264.20137.57
3Y0.0011.10202.94

Portfolio Analysis

  • Equity: 81.27%
  • Debt: 18.73%
  • Others
As on: 2020-12-31
View allocation % by

1. HDFC Life Insurance Company Limited5.69%
2. CreditAccess Grameen Limited3.58%
3. Equitas Small Finance Bank Limited1.34%
4. Can Fin Homes Limited1.18%
5. Magma Fincorp Limited0.95%

1. UltraTech Cement Limited4.39%
2. Birla Corporation Limited2.53%
3. HIL Limited0.95%
4. JK Lakshmi Cement Limited0.60%

1. Route Mobile Limited8.22%

1. NTPC Limited4.12%
2. Power Grid Corporation of India Limited4.06%

1. Maruti Suzuki India Limited4.98%
2. Sandhar Technologies Limited1.23%
3. Subros Limited0.57%

1. NMDC Limited4.75%
2. Welspun Corp Limited1.46%

1. KPIT Technologies Limited2.89%
2. Mastek Limited2.50%

1. Hindustan Unilever Limited5.11%

1. KRBL Limited4.26%

1. Bayer Cropscience Limited3.28%

1. Balrampur Chini Mills Limited3.08%

1. Indian Energy Exchange Limited2.70%

1. Tejas Networks Limited1.30%

1. Valiant Organics Limited1.27%

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

Nippon India Capital Builder Fund IV - Series D Growth managed by Nippon India Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹84 Crore. The fund benchmarks its performance against the BSE 200 Total Return while maintaining an expense ratio of 1.26. Under the expert guidance of Manish Gunwani ,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

Manish Gunwani

Mr. Manish has a qualification of B.Tech (Mechanical), PGDM. He has an overall 15 years of experience of which 8 years in equity research and 1 ½ year in fund management.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Groww Small Cap Fund Growth0439 CR2.95
Nippon India Capital Builder Fund IV - Series D Growth084 CR1.26
Sundaram Emerging Small Cap - Series III Growth0299 CR1.35
Fund Name1Y3Y
This FundGroww Small Cap Fund Growth00
This FundNippon India Capital Builder Fund IV - Series D Growth28.26190
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

Nippon India Capital Builder Fund IV - Series D Growth FAQs

Nippon India Capital Builder Fund IV - Series D 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 D Growth is 1.26. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Nippon India Capital Builder Fund IV - Series D Growth’s fund performance is as follows:
  • 1 Month : 3.03%
  • 6 Months : 64.19%
  • 1 Year : 28.26%
  • 3 Years : 0.00%
Returns of Nippon India Capital Builder Fund IV - Series D Growth are updated daily based on NAV of ₹ 10.3583 as on Jan 18,2021. Since inception, the return has been 0.00%.

You can invest in Nippon India Capital Builder Fund IV - Series D 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 D Growth is ₹84 crore. It changes based on market performance, inflows, and outflows.

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