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Nippon India Nivesh Lakshya Fund - IDCW Option

  • Debt
  • Long Duration
  • Moderate
  • Current NAV

    ₹15.99 0.0212%

    19-04-2024
  • Annual Returns

    7.85%

  • Min. SIP ₹100

    Min. Investment ₹5000

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  • Debt 96.78%
  • Others 2.99%

Market Cap

Allocation
Others 96.78

Sector Allocation

Sovereign

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
8.17% GOI 01/12/2044 Sovereign 31.87% 0%
8.13% GOI 22/06/2045 Sovereign 15.58% 0%
7.06% GOI 10/10/2046 Sovereign 12.7% 0%
9.23% GOI 23/12/2043 Sovereign 11.19% 0%
6.99% GOI 15/12/2051 Sovereign 6.49% 0%
7.72% GOI 15/06/2049 Sovereign 3.16% 0%
7.18% GOI 24/07/2037 Sovereign 3.04% 0%
6.62% GOI 28/11/2051 Sovereign 3.03% 0%
8.3% GOI 31/12/2042 Sovereign 2.6% 0%
7.16% GOI 20/09/2050 Sovereign 2.06% 0%
7.54% GOI 23/05/2036 Sovereign 1.92% 0%
8.83% GOI 12/12/2041 Sovereign 1.25% 0%
6.67% GOI 17/12/2050 Sovereign 1.21% 0%
8.3% GOI 02/07/2040 Sovereign 0.46% 0%
7.69% GOI 17/06/2043 Sovereign 0.22% 0%

Market Cap

Allocation
Others 2.99

Sector Allocation

Others

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 1.66% 0%
Others Others 1.33% 0%

Frequently Asked Questions’s

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 holdings for Nippon India Nivesh Lakshya Fund?

The top holdings of this fund are 8.17% GOI 01/12/2044, 8.13% GOI 22/06/2045, 7.06% GOI 10/10/2046, 9.23% GOI 23/12/2043, 6.99% GOI 15/12/2051

Top 5 Sector for Nippon India Nivesh Lakshya Fund?

The major sectors of this fund are Sovereign.

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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