- Parag Parikh Flexi Cap Fund Direct Growth
- Axis Small Cap Fund Direct Growth
- Quant Mid Cap Fund Direct Growth
- Nippon India Large Cap Fund Direct Growth
- Aditya Birla Sun Life PSU Equity Fund Direct Growth
- Tata Small Cap Fund Direct Growth
- ICICI Prudential Bluechip Fund Direct Growth
- HDFC Flexi Cap Direct Plan Growth
- Motilal Oswal Midcap Fund Direct Growth
- SBI PSU Direct Plan Growth
1.Parag Parikh
4. Nippon India Mutual Fund
(formerly Reliance Mutual Fund) is one of the leading asset management companies in India. It manages assets across managed accounts, mutual funds, pension funds, alternative investments, and offshore funds. Nippon India Mutual Fund’s (NIMF) asset manager is Nippon Life India Asset Management Limited (NAM India). NAM India’s promoters are Reliance Capital Limited and Nippon Life Insurance Company that hold 75.93% of its total issued and paid-up equity share capital.
Reliance Capital Limited is one of India’s topmost RBI registered Non-Banking Finance Company and has its business interests in asset management, life insurance, general insurance, stockbroking and other activities in the financial sector.
Nippon India Mutual Fund is one of India’s top Asset Management Companies. Set up in June 1995 as Reliance Mutual Fund, it was a joint venture between India’s Reliance Capital and Japan’s Nippon Life Insurance company. In October 2019, Reliance’s stake was bought by Nippon, and the fund house was renamed as Nippon India Mutual Fund.
Nippon Mutual Funds manage assets worth Rs.2,07,288 crores. Currently, the range of Nippon mutual funds schemes includes 52 equity, 266 debt, and 40 balanced funds. The company is led by its CEO Sundeep Sikka. Nippon Life India Asset Management Limited works as an investment management firm. The Company provides services like portfolio management, mutual fund investment, financial planning, and advisory services to individuals, institutions, trusts, and private funds.
Nippon Life Insurance Company (NLI) is Japan’s one of the leading private life insurance company that offers a wide range of financial/traditional insurance products. The asset management operations in Asia are carried out by NLI, through its subsidiary Nissay Asset Management Corporation (“Nissay”), which manages assets globally.
Nippon India Large Cap Fund Direct Growth
The fund has 98.74% investment in domestic equities of which 65.01% is in Large Cap stocks, 13.43% is in Mid Cap stocks, 2.83% in Small Cap stocks.
Suitable For : Investors who are looking to invest money for at least 3-4 years and looking for high returns. At the same time, these investors should also be ready for possibility of moderate losses in their investments.
RETURNS (NAV as on 20th March, 2024)
| Period Invested for | ₹1000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 13-Mar-24 | 999.10 | –0.08% | – | -0.37% | 5/30 |
| 1 Month | 20-Feb-24 | 991.90 | -0.84% | – | –1.66% | 4/31 |
| 3 Month | 20-Dec-23 | 1070.70 | 7.04% | – | 5.78% | 8/30 |
| 6 Month | 20-Sep-23 | 1145.90 | 14.54% | – | 13.50% | 10/30 |
| YTD | 01-Jan-24 | 1036.00 | 3.69% | – | 2.63% | 8/30 |
| 1 Year | 20-Mar-23 | 1439.80 | 43.93% | 43.79% | 36.26% | 3/30 |
| 2 Year | 17-Mar-22 | 1546.40 | 54.62% | 24.20% | 16.26% | 1/28 |
| 3 Year | 19-Mar-21 | 1904.70 | 90.47% | 23.91% | 16.67% | 1/27 |
| 5 Year | 20-Mar-19 | 2259.50 | 125.92% | 17.68% | 15.75% | 4/25 |
| 10 Year | 20-Mar-14 | 5287.10 | 428.79% | 18.11% | 15.47% | 1/23 |
| Since Inception | 02-Jan-13 | 5671.00 | 467.16% | 16.73% | 15.30% | 5/30 |
SIP RETURNS (NAV as on 20th March, 2024)
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 20-Mar-23 | 1200 | 1433.61 | 19.44 % | 37.83 % |
| 2 Year | 17-Mar-22 | 2400 | 3208.56 | 33.67 % | 30.65 % |
| 3 Year | 19-Mar-21 | 3600 | 5230.94 | 45.29 % | 25.82 % |
| 5 Year | 20-Mar-19 | 6000 | 11001.64 | 83.36 % | 24.5 % |
| 10 Year | 20-Mar-14 | 12000 | 30214.49 | 151.79 % | 17.57 % |