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Nippon India Dual Advantage Fixed Tenure Fund IX - Plan B Growth Return

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Showing Funds Performance since Sep 07, 2020

Nippon India Dual Advantage Fixed Tenure Fund IX - Plan B Growth Fund Overview

Min. investment

SIP ₹0 & Lump. ₹5000

AUM (Fund size)

₹28 Cr

Lock In Period

N/A

Expense Ratio

2.25

Exit Load

Nil

Benchmark

Crisil Composite Bond Fund Index

Nippon India Dual Advantage Fixed Tenure Fund IX - Plan B Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.00-0.76297.26
6M0.001.38315.31
1Y0.003.70339.02
3Y0.0011.2455.84

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2018-10-31
View allocation % by

1. Aditya Birla Finance Limited9.84%
2. 8.6% Indian Railway Finance Corporation Limited9.58%
3. 8.06% Small Industries Dev Bank of India9.56%
4. 9.69% Power Finance Corporation Limited8.45%
5. 8.85% Tata Capital Financial Services Limited7.63%
6. 9.02% REC Limited4.60%
7. National Bank For Agriculture and Rural Development4.02%
8. 8.34% Housing Development Finance Corporation Limited3.82%
9. 8.72% Housing Development Finance Corporation Limited3.82%
10. 7.98% National Bank For Agriculture and Rural Development0.38%

1. Reliance Large Cap Fund-Direct Growth Plan24.38%
2. Small Industries Dev Bank of India2.25%
3. Net Current Assets1.75%
4. CBLO0.78%

1. 7.93% Power Grid Corporation of India Limited9.14%

About Fund Nippon India Dual Advantage Fixed Tenure Fund IX - Plan B Growth

Nippon India Dual Advantage Fixed Tenure Fund IX - Plan B Growth managed by Nippon India Mutual Fund,is a Debt - Hybridscheme with Assets Under Management of ₹28 Crore. The fund benchmarks its performance against the Crisil Composite Bond Fund Index while maintaining an expense ratio of 2.25. Under the expert guidance of Anju Chhajer ,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

Anju Chhajer

Ms. Anju is graduate from Commerce and a Chartered Accountant. She has over 14 years experience in financial services. Prior to joining Reliance Capital Asset Management Ltd. as a fund manager, she has worked with National Insurance Company as a Money Maker Instruments from a period of Dec. 1997 - Sep. 2007 and from Dec. 1996 - Nov. 1997 has worked with D.C Dharewa & Co.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Axis Retirement Fund - Conservative Plan Growth048.66 CR2.15
UTI Childrens Hybrid Fund Growth04314.95 CR1.61
Nippon India Dual Advantage Fixed Tenure Fund IX - Plan B Growth027.69 CR2.25
Fund Name1Y3Y
This FundAxis Retirement Fund - Conservative Plan Growth-0.263824.2846
This FundUTI Childrens Hybrid Fund Growth-0.442124.2921
This FundNippon India Dual Advantage Fixed Tenure Fund IX - Plan B Growth7.868824.3702

Nippon India Dual Advantage Fixed Tenure Fund IX - Plan B Growth FAQs

Nippon India Dual Advantage Fixed Tenure Fund IX - Plan B 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 Dual Advantage Fixed Tenure Fund IX - Plan B Growth is 2.25. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Nippon India Dual Advantage Fixed Tenure Fund IX - Plan B Growth’s fund performance is as follows:
  • 1 Month : 0.00%
  • 6 Months : 0.00%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Nippon India Dual Advantage Fixed Tenure Fund IX - Plan B Growth are updated daily based on NAV of ₹ as on undefined NaN,NaN. Since inception, the return has been 0.00%.

You can invest in Nippon India Dual Advantage Fixed Tenure Fund IX - Plan B 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 Dual Advantage Fixed Tenure Fund IX - Plan B Growth is ₹28 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Nippon India Dual Advantage Fixed Tenure Fund IX - Plan B Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.