Nippon India Capital Builder Fund IV Series B Direct Growth

Equity
Diversified
Very High Risk
20.50%
3Y annualised
+0.06% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 06 Jan 2023₹13.89
Min. SIP amountNot Supported
RatingNA
Fund size₹51.33Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Diversified
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-2.0%20.5%6.7%6.6%
Category average48.8%24.5%NANA
Rank with in category4NANANA
Understand terms

Holdings (40)

NameSectorInstrumentAssets
FinancialEquity7.61%
FinancialEquity6.59%
TechnologyEquity4.70%
FinancialEquity4.66%
FinancialEquity4.37%
ConstructionEquity4.07%
FinancialEquity3.64%
InsuranceEquity3.60%
EnergyEquity3.47%
AutomobileEquity3.27%
FinancialEquity3.15%
Consumer StaplesEquity3.08%
ServicesEquity2.86%
HealthcareEquity2.86%
TechnologyEquity2.57%
Metals & MiningEquity2.26%
EnergyEquity1.95%
HealthcareEquity1.95%
FinancialEquity1.92%
TechnologyEquity1.90%
Capital GoodsEquity1.73%
ChemicalsEquity1.67%
Consumer StaplesEquity1.66%
HealthcareEquity1.65%
Metals & MiningEquity1.61%
Capital GoodsEquity1.54%
TechnologyEquity1.54%
HealthcareEquity1.47%
ChemicalsEquity1.47%
Consumer StaplesEquity1.41%
TechnologyEquity1.31%
FinancialEquity1.27%
Consumer StaplesEquity1.24%
FinancialEquity1.20%
Capital GoodsEquity1.14%
Consumer StaplesEquity1.09%
ConstructionEquity1.07%
ServicesEquity0.97%
ChemicalsEquity0.90%
AutomobileEquity0.38%
See All

Expense ratio, exit load and tax

Expense ratio: NA

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Manish Gunwani
Jul 2020 - Present
View details

Dhrumil Shah
Jul 2020 - Present
View details

Education
Mr. Shah is B.com and C.A
Experience
Prior to joining Nippon India Mutual Fund, he has worked with Birla Sun Life Insurance as AVP Investments, Equity Fund Management and Research and ASK investment Managers as Portfolio Manager, Equity Fund Management and Research.
Also manages these schemes

Kinjal Desai
May 2018 - Present
View details

Education
Ms. Desai has done B.A (Economics), MSc. (Economics) and has cleared CFA Level 1
Experience
She has been working with Nippon India Mutual Fund since year, 2012
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
4th Floor, Tower A, Peninsula Business Park,Ganapatrao Kadam Marg, Lower Parel (W), Mumbai 400013
Phone
NA
Launch Date
30 Jun 1995
E-mail
NA
Website
Nippon India Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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