Nippon India Power & Infra Fund Direct Plan Payout Inc Dist cum Cap Wdrl

Nippon India Power & Infra Fund Direct Plan Payout Inc Dist cum Cap Wdrl is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Kinjal Desai. The fund could potentially beat inflation in the long-run.

1. Nippon India Power & Infra Fund Direct Plan Payout Inc Dist cum Cap Wdrl has ₹7026 Cr worth of assets under management (AUM) as on Mar 2025 and is more than category average.
2. The fund has an expense ratio 1.
   

Nippon India Power & Infra Fund Direct Plan Payout Inc Dist cum Cap Wdrl has given a CAGR return of 14.07% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 3.49%, 33.15% and 36.91% respectively.

Nippon India Power & Infra Fund Direct Plan Payout Inc Dist cum Cap Wdrl has allocated its funds majorly in Cash Equivalent, Industrial, Utilities, Energy, Communication, Basic Materials, Consumer Cyclical, Real Estate, Financial Services, Health, Tech. Its top holdings are Reliance Industries Ltd, NTPC Ltd, Bharti Airtel Ltd, Larsen & Toubro Ltd, Tata Power Co Ltd

As it is a equity - other mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

The investment objective of the scheme is to seek long term capital appreciation by investing in equity/equity related instruments of the companies that are engaged in power and infrastructure space in India. There is no assurance or guarantee that the investment objective of the scheme will be achieved.

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 100.00. Nippon India Power & Infra Fund Direct Plan Payout Inc Dist cum Cap Wdrl has no lock in period.