Nippon India Nifty Auto Index Fund

Current Fund Size :

N.A.

₹11.27

NAV

11.87%

Overall Return

-1.02%

1-Day Change

0.35%

Expense Ratio

₹ 31 Cr

AUM (Fund Size)

10+ mos

Fund Age

Investment Policy

Benchmark

NIFTY Auto TRI

Risk Level

High Risk

Min. Investment

SIP: ₹500 & Lumpsum: ₹1000

Exit Load

0%

Lock-in Period

Nil

Capital Gains Tax Rules (Equity)

STCG (Before 1 Year)

Returns taxed at 20% if you redeem before 1 year

LTCG (After 1 Year)

After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%

Age of Fund

10 m since Nov 14, 2024

Current Value (Example)

N.A.

Returns Ratio

N/A

Holdings Lists

# Company Name Sector Instrument % of Assets
1 Mahindra & Mahindra Ltd. Automobile Equity 23.91%
2 Maruti Suzuki India Ltd. Automobile Equity 16.42%
3 Tata Motors Ltd. Automobile Equity 11.81%
4 Bajaj Auto Ltd. Automobile Equity 8.09%
5 Eicher Motors Ltd. Automobile Equity 7.10%
6 TVS Motor Company Ltd. Automobile Equity 6.51%
7 Hero Motocorp Ltd. Automobile Equity 5.59%
8 Samvardhana Motherson International Ltd. Automobile Equity 3.47%
9 Ashok Leyland Ltd. Automobile Equity 3.07%
10 Bosch Ltd. Automobile Equity 2.93%
11 Tube Investments Of India Ltd. Automobile Equity 2.67%
12 Bharat Forge Ltd. Automobile Equity 2.50%
13 MRF Ltd. Automobile Equity 2.40%
14 Balkrishna Industries Ltd. Automobile Equity 1.55%
15 Exide Industries Ltd. Capital Goods Equity 1.53%

Peer Comparison: Returns & Risk Ratios

# Fund Name Annualized Returns Risk Ratios Other Details
1 Year 3 Year 5 Year Std. Deviation Beta Sharpe Ratio Sortino Ratio AUM Fund Age Expense Ratio
1 Nippon India Nifty Auto Index Fund N.A. N.A. N.A. N.A. N.A. N.A. N.A. 31 Cr 10 m 0.35%
2 ICICI Prudential BHARAT 22 FOF -8.87% 28.72% 34.72% 17.06 1.14 1.04 1.74 2,265 Cr 7 yrs 3 m 0.12%
3 Motilal Oswal Nifty Bank Index Fund 3.34% 13.75% 20.87% 13.12 0.99 0.41 0.89 607 Cr 6 yrs 1 m 0.26%
4 ICICI Prudential Nifty Auto Index Fund -1.55% 28.31% 16.13% N.A. N.A. N.A. N.A. 150 Cr 3 yrs 0.4%
5 Kotak Nifty Financial Services Ex-Bank Index Fund 4.91% 15.03% 8.77% N.A. N.A. N.A. N.A. 68 Cr 2 yrs 2 m 0.22%
6 Navi Nifty India Manufacturing Index Fund -5.13% 22.69% 12.48% 15.20 1.05 0.84 1.20 63 Cr 3 yrs 1 m 0.41%

Trailing Returns vs. Category Average

# Period Fund Return Category Average
1 1 Month 5.98% 0.95%
2 3 Months 11.45% -4.4%
3 6 Months 24.96% 7.46%

Related Funds

# Fund Name AUM Return 1y Return 5y url
1 Nippon India Small Cap Fund 64,821 Cr -8.02% 32.77% View Detail
2 Nippon India Power & Infra Fund 7,175 Cr -8.66% 32.44% View Detail
3 Nippon India Multi Cap Fund 46,216 Cr -2.21% 31.18% View Detail
4 Nippon India Growth Mid Cap Fund 38,386 Cr -3.32% 29.48% View Detail
5 Nippon India Nifty Smallcap 250 Index Fund 2,458 Cr -9.75% 27.02% View Detail
6 Nippon India Banking & Financial Services Fund 6,990 Cr 3.39% 26.91% View Detail

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