How Nippon India’s Mutual Fund is performing: A Detailed Look

Nippon India Mutual Fund is one of the most prominent mutual fund houses that offers different mutual fund schemes for the general public. With more than INR 4 lakh crores of assets under management under different mutual fund schemes like equity, hybrid, growth, commodity, and even debt, it serves as one of the best asset management companies in India. Both retail and institutional investors invest in Nippon India mutual schemes with large-cap, multi-cap, liquid, and arbitrage funds as the most popular schemes investors invest in. Offering consistent returns through its diversified mutual schemes, investors through the use of a SIP calculator invest large sums of money every month. 

Following is the performance of Nippon India Mutual Fund schemes across various categories that investors must be aware of:

• Equity Funds

Nippon India Mutual Fund offers 47 equity mutual fund schemes under the large-cap, mid-cap, and small-cap investment categories that investors select based on returns and preferences. Following is their detailed performance:

1. Large Cap mutual funds:

Nippon India’s large cap mutual fund schemes with more than ₹32000 crores assets under management have generated competitive returns. With a return percentage of an average of 29, the large Cap mutual funds invest in companies that are stable in terms of operations and performance. Despite the volatility in the stock and mutual fund market, mutual fund managers have been able to generate stellar returns for their investors by picking financially sound companies.

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2. Mid and small-cap mutual funds:

The mid and small-cap mutual fund schemes have been able to generate more than average returns as compared to the broader benchmark index like Nifty. Over the last 3 years, the Mutual fund schemes have been able to generate more than 40% returns for its investors. However, despite the returns, investors are advised to stay invested for a long period in multi and small-cap funds to avoid market fluctuations.

3. Multi-cap funds:

Perfect for investors with a moderate to high-risk appetite, the multi-cap mutual fund schemes have also generated positive returns of more than 36% per annum. With a total of ₹38,000 crores under management, the fund managers invest in large, small, and mid-cap companies for stable returns. 

• Debt funds

Investors with a low-risk appetite opt for debt funds that help generate stable returns with less market volatility and fluctuations:

1. Nippon India liquid fund:

With a fund size of ₹32,552 crores, the Nippon India Mutual Fund offers a return of more than 5.5% on an average basis. Known for its low cost and expense ratio, the Mutual fund schemes have generated good and stable returns through investment in government bonds, securities, and other debt policies for low risk. 

2. Gilt securities fund:

Managing ₹1877 crores, the gilt securities mutual fund scheme has offered more than 7.33% returns on average. The fund has performed well due to stable interest rate policies making it perfect for conservative investors looking for funds for short investments.

• Hybrid Funds

The Nippon India Balanced Arbitrage Fund has generated the highest returns amongst its peers over a period of 10 years. With an AUM of ₹8,803 crores, the mutual fund has 14.5% returns over 3 years. Moreover, the mutual fund scheme has generated an absolute return of more than 108% through investment across equity, debt, and other return-generating assets. 
Nippon India Mutual Fund schemes have shown tremendous growth over the last 10 years across various sectors with long-term investment objectives. Perfect for long-term wealth creation, investors must carefully select the best mutual fund schemes that fit their investment goals and risk-taking appetite.