Nippon India Growth Fund - IDCW Option

Mid Cap NAV 105.7835 0 05 December, 2023

Fund Details

Category Mid Cap
Fund Type Open Ended
Investment Plan Dividend
Launch Date 08 October, 1995
Benchmark NIFTY Midcap 150 TRI
Asset Size(Cr) 19247.229
ISIN No. INF204K01299
Turn over 69%
Min Investment ₹ 100
Min SIP Investment ₹ 100
Min Addl Investment ₹ 100
Exit Load Exit load of 1% if redeemed within 1 months
Expense Ratio 1.69
Fund Manager Rupesh Patel, Sanjay Doshi, Kinjal Desai, Akshay Sharma
Fund House Nippon India Mutual Fund

Investment Returns (As on 05 Dec, 2023)

Duration Returns Benchmark Category
1 W -0.68% 1.58% 2.37%
1 M -0.36% 4.02% 4.58%
3 M 9.44% 1.44% 3.22%
6 M 28.99% 0.35% -1.25%
1 Y 29.26% 7.25% 5.82%
2 Y 17.29% 12.49% 13.66%
3 Y 33.32% 23.79% 29.67%
5 Y 22.61% 12.46% 11.57%

Risk Mesasures (As on 05 Dec, 2023)

Std Dev Sharpe Beta Alpha
Fund 15.84 0.93 2.3 1.06
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Oct, 2023)

Assets Allocation

Sector Holdings
Others 3.94%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Nippon India Growth Fund - IDCW Option 29.26% 33.32% 22.61%
HDFC Mid-Cap Opportunities Fund - Growth Plan 32.54% 34.46% 21.18%
Kotak Emerging Equity Scheme - Growth 21.77% 30.18% 21.65%
Axis Midcap Fund - Regular Plan - Growth 15.16% 22.6% 19.03%
DSP Midcap Fund - Regular Plan - Growth 20.7% 19.64% 16.73%

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Reliance Growth Fund: Ensuring Consistent Returns

Reliance Growth Fund Dividend capacitates the proficiency of delivering high yields consistently. Reliance growth fund dividend plan is among the best schemes which is designed by Reliance Mutual Fund with the primary objective to achieve long-term growth of capital by investing in equity and equity-related securities through a research based investment approach.

As everyone desires to generate regular income to live a comfortable life, it is quite important to make the best use of the money that we earn with immense hard work. Investments play a crucial role in this regard, as it has the power of generating wealth; if done with due care and efficient planning. Among the various strategies that are prevalent in the market these days, you must opt for the one that is most suitable as per your requirements and top performing reliance growth fund dividend plan india online is one of the scheme in which you can make investment.

Reliance Growth Fund dividend plan is an open-ended diversified equity scheme which offers dividend options to the investors. All those who are looking to fetch income on a regular basis can add reliance growth fund dividend plan to their portfolio and make an effective investment. There are various traits of Reliance Growth fund d performance that make it among the best ones. Here under is a synopsis for the reliance growth fund performance that would help you generate an overview of it:

Reliance Growth Fund Dividend Plan: Performance Evaluation

It is crucial to consider the past records while deciding something so as to assure its proficiency. In the case of making a choice of an investment strategy as well, one must take into consideration the past performance and basic information of a mutual fund same as to apply for reliance growth fund dividend plan. It would help in deciding whether it would be suitable for your portfolio to achieve the set goals or not. A brief description along with analysis about Reliance Growth fund dividend history performance Plan is mentioned below:

  • Reliance Growth Fund Dividend plan is an open-ended scheme that does not have a lock-in period and provides the dividend option to the investors who desire for regular income.
  • The main objective of reliance growth fund dividend plan is to offer long-term capital appreciation and wealth generation.
  • There is a set benchmark, i.e., S&P BSE 100 against which reliance growth fund performance is evaluated.
  • One can start investing in this programme with a minimum amount of Rs.5000.
  • The last dividend declared under reliance growth fund sip scheme as on 15th March 2016 amounted to Rs.5.50 per unit.
  • Reliance growth fund dividend is ranked third under the ‘Diversified Equity’ category by CRISIL for the quarter ended in June 2016.
  • It has been providing high-yielding returns as against its benchmark which shows proficiency of reliance growth fund d.
  • Reliance Growth Fund NAV as on 29th Aug 2016 amounted to Rs. 64.871 which has helped many investors in generating the worth of their investment values.
  • Reliance growth fund investment provides annualised returns of around 29.60% and 17.20% for three years and five years respectively, which is higher than the average returns generated under its category.
  • One can invest through Reliance Growth Fund SIP Plan as well and make monies on a regular basis.

Reliance Growth Fund D Scheme: Portfolio Analysis

The strategy applied in reliance growth fund dividend possesses an asset size of Rs.4919.51 crore as on 30th June 2016. The major allocation of reliance growth fund is into equities and related securities. To maintain diversification, it has allotted some of the funds in cash/call instruments as well. The majority of the invested amount of monies in reliance growth fund dividend plan are allocated to banking/finance, engineering, chemical, and pharmaceutical industries. The top holdings of Reliance Growth Fund dividend plan include:

  1. UPL Ltd.
  2. Axis Bank Ltd.
  3. Aditya Birla Nuvo Ltd.
  4. HCL Technologies Ltd.
  5. Muthoot Finance Ltd.

Furthermore, the strategy of reliance growth fund dividend plan has maintained a balance between different sectors so as to design the portfolio in the most effective manner. Reliance growth fund sip online investment offers high diversification that assures minimised risk and high-yielding returns.

Peer Comparison

The analysis shows that Reliance Growth Fund Dividend mutual fund plan has been performing immensely in its category as compared to other strategies. In addition, it satisfies the set benchmarks as well as reliance growth fund proves efficiency to cater the needs of investors and meet their expectations.

Accordingly, one must take into consideration the analytical view of the Reliance Growth Fund Nav before making an investment in the mutual fund programme. Reliance growth fund dividend scheme is among the must-have strategies that can generate wealth for your future and help you meet your investment goals.

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