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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.

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List of Nippon India Equity Mutual Funds in India

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Nippon India Small Cap Fund
EquityVery High59.7%4₹45,894
Nippon India Gilt Securities Fund
DebtModerate9.4%3₹1,547
Nippon India Large Cap Fund
EquityVery High42.8%5₹21,453
Nippon India ELSS Tax Saver Fund
EquityVery High41.2%2₹14,166
Nippon India Tax Saver (ELSS) Fund
EquityVery High16.2%2₹12,323
Nippon India Liquid Fund
DebtModerate7.3%3₹25,877
Nippon India Equity Hybrid Fund
HybridVery High32.2%2₹3,349
Nippon India Low Duration Fund
DebtLow to Moderate7.6%4₹5,746
Nippon India Pharma Fund
EquityVery High63.0%4₹6,891
Nippon India US Equity Opportunities Fund
EquityVery High36.5%--₹642
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 38.07% annualized returns in the past three years and 32.72% 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₹45,894Cr
1Y Returns59.7%

Nippon India Gilt Securities Fund Direct Growth

Fund Performance: The Nippon India Gilt Securities Fund has given 5.92% annualized returns in the past three years and 8.13% 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₹1,547Cr
1Y Returns9.4%

Nippon India Large Cap Fund Direct Growth

Fund Performance: The Nippon India Large Cap Fund has given 24.32% annualized returns in the past three years and 19.83% 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₹21,453Cr
1Y Returns42.8%

Nippon India ELSS Tax Saver Fund Direct Growth

Fund Performance: The Nippon India ELSS Tax Saver Fund has given 21.99% annualized returns in the past three years and 17.35% 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₹14,166Cr
1Y Returns41.2%

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 Liquid Fund Direct Growth

Fund Performance: The Nippon India Liquid Fund has given 5.34% annualized returns in the past three years and 5.31% 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₹25,877Cr
1Y Returns7.3%

Nippon India Equity Hybrid Fund Direct Growth

Fund Performance: The Nippon India Equity Hybrid Fund has given 18.43% annualized returns in the past three years and 12.81% 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₹3,349Cr
1Y Returns32.2%

Nippon India Low Duration Fund Direct Growth

Fund Performance: The Nippon India Low Duration Fund has given 5.94% annualized returns in the past three years and 6.44% 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₹5,746Cr
1Y Returns7.6%

Nippon India Pharma Fund Direct Growth

Fund Performance: The Nippon India Pharma Fund has given 22.46% annualized returns in the past three years and 25.17% 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₹6,891Cr
1Y Returns63.0%

Nippon India US Equity Opportunities Fund Direct Growth

Fund Performance: The Nippon India US Equity Opportunities Fund has given 12.04% annualized returns in the past three years and 15.94% in the last 5 years. The Nippon India US Equity Opportunities Fund comes under the Equity category of Nippon India Mutual Funds.

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

Min Investment Amt₹100
AUM₹642Cr
1Y Returns36.5%

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