Overview (as on 01 Dec 2020)

NAV

₹7.8856

1y returns

2.592%

Fund AUM

₹295 Cr

Expense Ratio

2.57%

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Financial Services
22.60%
Energy
19.21%
Consumer
17.25%
Defensive
11.64%
Tech
9.89%
Basic Materials
6.86%
Industrials
6.51%
Communication
4.12%
Health
1.92%
Size Breakup
Large Cap
67.52%
Mid Cap
24.54%
Small Cap
7.94%

Key Metrics

Beta 

NA

Std deviation 

NA

Sharpe Ratio 

NA

Top 10 Holdings

Fund Details

Investment Objectives
"The investment objective of the scheme is to provide capital appreciation to the investors, which will be in line with their long term savings goal, by investing in a diversified portfolio of equity & equity related instruments with small exposure to fixed income securities. Although, the objective of the Fund is to generate optimal returns, the objective may or may not be achieved."
Scheme Name
Nippon India Capital Builder Fund IV - Series B Regular Growth
Scheme Document
Exit Load

After 0 Years : 0%

Plan Started
10 November, 2017
Fund Manager
Ashwani Agarwalla
Fund House Details
Fund House
Nippon Life India Asset Management Ltd
Email
NA
Phone
+912230994699
Address
Reliance Capital Asset Management Ltd.,One India Bulls Centre - Tower One,,11th & 12th floor, Jupiter Mills Compound,,Elphinstone Road,

Peer Funds

Nippon India Capital Builder Fund IV - Series B...

NAV

₹7.8856

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Ashwani Agarwalla
Ashwani Agarwalla

leader

Qualifications
B.Sc., MBA -Finance
Work Experience
"Over 18 years of experience in capital markets 2003- till date Reliance Capital Asset Management Ltd.- Fund Manager - Equity 1992 - 2003 Zurich Asset management Co. India P. Ltd -Senior Research Analyst"
Meenakshi Dawar
Meenakshi Dawar

manager

Qualifications
Post Graduate Diploma in Management (PGDM) from the Indian Institute of Management (IIM), Ahmedabad and B. Tech degree from IGIT, New Delhi.
Work Experience
"With over 5 years of experience, she has developed an acute understanding of Indian Equity markets. She has previously worked in Institutional Equities Sales and Research divisions on sell side."
Dhrumil Shah
Dhrumil Shah

manager

Work Experience
"null"

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