Nippon India Vision Direct Growth

Equity
Large & MidCap
Very High Risk
23.93%
3Y annualised
+0.59% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 22 Apr 2024₹1,312.70
Min. SIP amount₹100
Rating2
Fund size₹4,335.22Cr

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 Large & MidCap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns48.0%23.9%18.8%14.9%
Category average44.2%22.1%18.6%NA
Rank with in category8918NA
Understand terms

Holdings (75)

NameSectorInstrumentAssets
EnergyEquity5.48%
FinancialEquity5.24%
FinancialEquity4.52%
Capital GoodsEquity3.15%
Capital GoodsEquity2.91%
EnergyEquity2.71%
ConstructionEquity2.17%
Consumer StaplesEquity2.12%
HealthcareEquity2.01%
AutomobileEquity1.97%
See All

Pros and cons

Category: Equity Large & MidCap

Pros

Cons

Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
10Y annualised returns lower than category average by 1.02%
Higher alpha: 4.1 The fund has generated returns higher than benchmark - NIFTY Large Midcap 250 Total Return Index - in the last 3Y
Higher expense ratio: 1.49%
Low rating: 2

Expense ratio, exit load and tax

Expense ratio: 1.49%

Inclusive of GST

Exit load

For units more than 10% of the investments, an exit load of 1% if redeemed within 12 months.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹100

Fund management

Amar Kalkundrikar
Jun 2021 - Present
View details

Education
Mr. Kalkundrikar has done B.Com, CA, CFA, and MBA from Columbia Business School.
Experience
Prior to joining Nippon India Mutual Fund, he has worked with HDFC Asset Management Company Limited where he has handled multiple roles in Investment – Equity function such as Portfolio Management for PMS business, & performing Equity research in various sectors such as Consumer Staples, Consumer Discretionary, Retail, Construction Materials.
Also manages these schemes

Aishwarya Deepak Agarwal
Jun 2021 - Present
View details

Education
Mr. Agarwal has done C.A. & CFA
Experience
Prior to joining Nippon Mutual Fund he has worked with HDFC Securities Limited, Alchemy Capital Management Private Limited, B & K Securities.
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
Deutsche Bank
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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