SWITCH TO DIRECTHELPMUTUAL FUNDS
0% COMMISSION ON GROWW
Home>Mutual Funds>Nippon India Mutual Fund>Best Nippon India Equity Mutual Funds

Best Nippon India Equity Mutual Funds

Nippon India Mutual Fund is one of India’s top 10 Asset management companies, with a portfolio of Rs.99.82 lakh (31st March 2021) and an average asset under management or AUM of Rs.228586.38 crore between January 2021 and March 2021. Nippon India started its journey in 1996 as a joint venture with Reliance Mutual Funds. Later in 2019, the company renamed itself as Nippon India Mutual Fund.

The AMC offers more than 65 mutual fund schemes, comprising debt funds, hybrid funds, and the best Nippon equity mutual funds.

Equity funds are a sub-type of mutual funds that predominantly invests in stocks or shares of various companies. There are two variants of an equity fund in terms of management style, active and passive. 

In the case of active funds, a fund manager performs a thorough review of the market, researches different companies, examines their stocks’ performance, and then shortlists the best ones to invest in. On the other hand, a passive fund is where the fund manager creates a portfolio mirroring a popular market index, like Nifty 50 and Sensex.

The best Nippon equity mutual fund can also be classified depending on the market capitalisation of different listed companies. Depending on this, there are four types of equity mutual funds, small-cap, mid-cap, large-cap, and multi-cap.

Besides this, there can be another classification of best Nippon equity mutual fund – diversified and sectoral/thematic. Diversified equity funds invest in companies across various sectors. However, thematic/sectoral fund schemes invest solely in companies belonging to a specific sector or theme, like energy or finance.

The primary upside of equity MF schemes is they generate high returns. Since the money is invested in various stocks, investors are likely to gain more significant returns than debt funds. However, equity mutual funds are more susceptible to market volatility because of their underlying securities.

Apart from this, diversification and flexibility are two major advantages of this particular sub-type of mutual funds. Also, the easy liquidity option is an added benefit.

A point to remember here is that the exact scale of these benefits and drawbacks varies as per the fund’s choice.

The best Nippon equity mutual funds 2021 includes more than 25 schemes.

Taxability

Before selecting any of these schemes, it’s imperative to be familiar with their taxability.

Long-term Capital Gains Tax: For equity funds, capital gains realised from units sold after 12 months of investment is liable for LTCG. If you redeem the units of your best Nippon equity mutual funds within a year, you are liable to pay 10% tax on it. However, a point to note here is that LTCG up to Rs.1 lakh is exempted.

Short-term Capital Gains Tax: For equity funds, if you sell the units of your MF scheme within a year of investment, it will attract STCGT. In this instance, you need to pay 15% tax on the gains, irrespective of your income tax bracket.

TDS: 10% TDS applies to dividends higher than Rs.5000. 

Factors to Consider Before Investing

Being aware of the taxability pointers of an equity fund is imperative to make correct decisions regarding investment and liquidating fund units. Also, a clear idea about the factors to consider before investing can help make a knowledgeable decision –

Investment objective: It’s essential to set an investment objective before investing in an equity MF scheme. Being clear here can help you to find the right plan from top Nippon equity mutual funds. You can choose a scheme that can fulfil your financial goals within the time span in which you aim to meet that.

Risk appetite: Equity funds involve significant levels of risk compared to other fund types. Therefore, it is crucial to evaluate your risk-taking capacity before investing. Since equity funds are volatile and susceptible to market risks, consider every aspect of finding the best Nippon equity mutual funds.

Past performance of the fund: It is crucial to check the previous performance of a fund before investing. Note that a fund’s trailing performance does not indicate how a scheme will fare in the future. However, evaluating this aspect can provide insights into how a scheme responded to various market situations over the past.

Holding analysis: Holding analysis shows the companies and sectors in which a particular scheme’s resources are invested. It also offers a rough idea of the expected returns.

Experience of the fund manager: Before investing in any mutual fund, it is ideal for reviewing a fund manager’s experience and qualifications. It will help gauge whether a portfolio manager is sufficiently equipped to meet fund objectives. 

Expense ratio: This ratio denotes the expenses related to a fund’s operating and management expenses.

Exit load: AMCs levy a charge called exit load if you liquidate your investments within a prespecified period, as per the scheme-related documents. However, the details vary from one scheme to another, and some may refrain from charging any additional fee. 

Finding the best Nippon equity mutual funds might be challenging for novice investors. Nevertheless, keeping the pointers mentioned above in mind and an elementary understanding of mutual funds can help them make the right decision.

Why invest with Groww?

— Registered with SEBI, AMFI & BSE

— Paperless sign up on web & app

— Expert recommendations

— ZERO fees !

List of Nippon India Equity Mutual Funds in India

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Nippon India Small Cap Fund
EquityVery High35.4%5₹62,259
Nippon India Gilt Securities Fund
DebtModerate10.9%3₹1,985
Nippon India Large Cap Fund
EquityVery High28.3%5₹34,432
Nippon India Tax Saver (ELSS) Fund
EquityVery High16.2%2₹12,323
Nippon India ELSS Tax Saver Fund
EquityVery High27.8%2₹16,711
Nippon India Liquid Fund
DebtModerate7.5%4₹26,468
Nippon India Equity Hybrid Fund
HybridVery High23.8%3₹3,975
Nippon India Low Duration Fund
DebtLow to Moderate8.1%3₹6,980
Nippon India Pharma Fund
EquityVery High37.0%3₹8,768
Nippon India US Equity Opportunities Fund
EquityVery High38.0%--₹681
View All

Let's have a closer look

Now let us jump and check about these top 10 mutual fund schemes.

Nippon India Small Cap Fund Direct Growth

Fund Performance: The Nippon India Small Cap Fund has given 29.41% annualized returns in the past three years and 37.96% in the last 5 years. The Nippon India Small Cap Fund comes under the Equity category of Nippon India Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Nippon India Small Cap Fund via lump sum is ₹5,000 and via SIP is ₹100.

Min Investment Amt₹5,000
AUM₹62,259Cr
1Y Returns35.4%

Nippon India Gilt Securities Fund Direct Growth

Fund Performance: The Nippon India Gilt Securities Fund has given 6.69% annualized returns in the past three years and 7.43% in the last 5 years. The Nippon India Gilt Securities Fund comes under the Debt category of Nippon India Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Nippon India Gilt Securities Fund via lump sum is ₹5,000 and via SIP is ₹100.

Min Investment Amt₹5,000
AUM₹1,985Cr
1Y Returns10.9%

Nippon India Large Cap Fund Direct Growth

Fund Performance: The Nippon India Large Cap Fund has given 22.48% annualized returns in the past three years and 21.59% in the last 5 years. The Nippon India Large Cap Fund comes under the Equity category of Nippon India Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Nippon India Large Cap Fund via lump sum is ₹100 and via SIP is ₹100.

Min Investment Amt₹100
AUM₹34,432Cr
1Y Returns28.3%

Nippon India Tax Saver (ELSS) Fund Direct Growth

Fund Performance: The Nippon India Tax Saver (ELSS) Fund has given 23.74% annualized returns in the past three years and 12.67% in the last 5 years. The Nippon India Tax Saver (ELSS) Fund comes under the Equity category of Nippon India Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Nippon India Tax Saver (ELSS) Fund via lump sum is ₹500 and via SIP is ₹500.

Min Investment Amt₹500
AUM₹12,323Cr
1Y Returns16.2%

Nippon India ELSS Tax Saver Fund Direct Growth

Fund Performance: The Nippon India ELSS Tax Saver Fund has given 19.77% annualized returns in the past three years and 19.83% in the last 5 years. The Nippon India ELSS Tax Saver Fund comes under the Equity category of Nippon India Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Nippon India ELSS Tax Saver Fund via lump sum is ₹500 and via SIP is ₹500.

Min Investment Amt₹500
AUM₹16,711Cr
1Y Returns27.8%

Nippon India Liquid Fund Direct Growth

Fund Performance: The Nippon India Liquid Fund has given 6.42% annualized returns in the past three years and 5.41% in the last 5 years. The Nippon India Liquid Fund comes under the Debt category of Nippon India Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Nippon India Liquid Fund via lump sum is ₹1,000 and via SIP is ₹100.

Min Investment Amt₹1,000
AUM₹26,468Cr
1Y Returns7.5%

Nippon India Equity Hybrid Fund Direct Growth

Fund Performance: The Nippon India Equity Hybrid Fund has given 17.21% annualized returns in the past three years and 14.78% in the last 5 years. The Nippon India Equity Hybrid Fund comes under the Hybrid category of Nippon India Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Nippon India Equity Hybrid Fund via lump sum is ₹500 and via SIP is ₹100.

Min Investment Amt₹500
AUM₹3,975Cr
1Y Returns23.8%

Nippon India Low Duration Fund Direct Growth

Fund Performance: The Nippon India Low Duration Fund has given 6.66% annualized returns in the past three years and 6.61% in the last 5 years. The Nippon India Low Duration Fund comes under the Debt category of Nippon India Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Nippon India Low Duration Fund via lump sum is ₹500 and via SIP is ₹100.

Min Investment Amt₹500
AUM₹6,980Cr
1Y Returns8.1%

Nippon India Pharma Fund Direct Growth

Fund Performance: The Nippon India Pharma Fund has given 20.66% annualized returns in the past three years and 28.71% in the last 5 years. The Nippon India Pharma Fund comes under the Equity category of Nippon India Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Nippon India Pharma Fund via lump sum is ₹5,000 and via SIP is ₹100.

Min Investment Amt₹5,000
AUM₹8,768Cr
1Y Returns37.0%

Nippon India US Equity Opportunities Fund Direct Growth

Fund Performance: The Nippon India US Equity Opportunities Fund has given 9.53% annualized returns in the past three years and 15.92% in the last 5 years. The Nippon India US Equity Opportunities Fund comes under the Equity category of Nippon India Mutual Funds.

Min Investment Amt₹100
AUM₹681Cr
1Y Returns38.0%

Explore all Mutual Funds on Groww

ⓒ 2016-2024 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 5.5.9
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES:  GROWWMF |  SBI |  AXIS |  HDFC |  UTI |  NIPPON INDIA |  ICICI PRUDENTIAL |  TATA |  KOTAK |  DSP |  CANARA ROBECO |  SUNDARAM |  MIRAE ASSET |  IDFC |  FRANKLIN TEMPLETON |  PPFAS |  MOTILAL OSWAL |  INVESCO |  EDELWEISS |  ADITYA BIRLA SUN LIFE |  LIC |  HSBC |  NAVI |  QUANTUM |  UNION |  ITI |  MAHINDRA MANULIFE |  360 ONE |  BOI |  TAURUS |  JM FINANCIAL |  PGIM |  SHRIRAM |  BARODA BNP PARIBAS |  QUANT |  WHITEOAK CAPITAL |  TRUST |  SAMCO |  NJ