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Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
---|---|---|---|---|---|---|
Nippon India Value Fund
|
Very High
|
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1.84 |
|||
Very High
|
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1.54 |
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Very High
|
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1.54 |
||||
Very High
|
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1.71 |
||||
Very High
|
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2.03 |
₹8,752 Cr
1.00 (365)
500
100
100
60
Investment Strategy
The scheme seeks capital appreciation and/or to generate consistent returns by actively investing in equity/ equity related securities predominantly into value stocks.
Suitability
"When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This fund follows a value/contrarian style of investing, which endeavours to find stocks that are priced significantly lower than what the fund management team believes is their true worth.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other value-oriented fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Dividend Taxation
Nippon India Value Fund follows a value/contrarian style of investing, which endeavours to find stocks that are priced significantly lower than what the fund management team believes their true worth is.
Mutual funds can be bought directly from the website of the fund house. For instance, Nippon India Value Fund fund can be purchased from the website of Nippon India Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Nippon India Value Fund is ₹228.6586 as of 08-Sep-2024.
The AUM of Nippon India Value Fund Fund is ₹8,752 Cr as of 31-Aug-2024
The riskometer level of Nippon India Value Fund is Very High. See More
As of 31-Aug-2024, Nippon India Value Fund had invested 96.65% in Equity, 3.35% in Cash & Cash Eq. and 0% in Debt See More
Nippon India Value Fund is 19 years 3 months old. It has delivered 17.64% returns since inception. See More
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
---|---|---|---|---|---|
51.82%
|
24.19%
|
27.34%
|
19.04%
|
17.41%
|
17.64%
|
No, There is no lock in period in Nippon India Value Fund.
The expense ratio of Nippon India Value Fund is 1.84.