Mutual Funds

NIPPON INDIA QUANT FUND - IDCW Option

Nippon India Mutual FundSectoral/ThematicVery High Risk
₹39.1+0.27 (+0.70%)

NAV as on 2026-07-17 · Equity · Sectoral/Thematic

AUM

₹115 Cr

1Y Return

+2.5%

3Y CAGR

+15.1%

5Y CAGR

+14.7%

Expense

0.82%

Risk

Very High

NIPPON INDIA QUANT FUND
₹39.1+0.70%

1Y Return

+2.5%

3Y CAGR

+15.1%

5Y CAGR

+14.7%

Since Inception

+7.7%

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NAV History

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52-Week NAV Range

₹27.32
₹40.37

90% from 52W low

Fund Information

Sectoral/ThematicEquitySince 21-04-2008

Fund House

Nippon India Mutual Fund

Category

Equity - Sectoral/Thematic

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Equity96.5%
Cash3.5%

Market Cap Split

Large Cap86.6%
Mid Cap9.9%

Top Holdings

43 stocks
Weight1M Change
1

ICICI Bank Ltd

Financial Services

6.77%0.0%
2

Reliance Industries Ltd

Energy

6.14%0.0%
3

State Bank of India

Financial Services

5.44%0.0%
4

Larsen & Toubro Ltd

Industrials

5.20%0.0%
5

HDFC Bank Ltd

Financial Services

5.17%0.0%
6

Bharti Airtel Ltd

Communication Services

3.71%0.0%
7

Bharat Electronics Ltd

Industrials

3.66%0.0%
8

Infosys Ltd

Technology

3.39%0.0%
9

Mahindra & Mahindra Ltd

Consumer Cyclical

3.05%0.0%
10

Bajaj Finance Ltd

Financial Services

2.92%+45.4%

Sector Allocation

Weight1M Change
Financial Services
32.2%+45%
Industrials
14.0%0%
Consumer Cyclical
12.9%0%
Technology
8.6%0%
Energy
7.4%0%
Healthcare
5.7%0%
Utilities
5.3%+100%
Communication Services
3.7%0%
Basic Materials
3.2%0%
Consumer Defensive
3.2%0%

Fundamentals

P/E Ratio

24.38

Cat avg: 29.36

P/B Ratio

3.89

Cat avg: 4.46

Dividend Yield

1.30%

Cat avg: 1.20%

Price/Sale

3.72

Price/Cash Flow

19.97

Risk Metrics (3Y)

Sharpe Ratio

0.61

Sortino Ratio

0.92

Std Deviation

15.04%

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
Nippon India Quant IDCW-P1150.82+2.5%+15.1%+14.7%
ICICI Pru India Opports Reg IDCW-P37,2571.31+0.7%+15.9%+17.9%
ICICI Pru Business Cycle Reg IDCW-P16,1381.42+1.0%+15.6%+15.7%
HDFC Defence Reg IDCW-P10,5291.79+18.3%+39.8%-
HDFC Manufacturing Reg IDCW-P10,3281.80+5.4%--
Franklin India Opportunities IDCW-P9,1921.51+0.7%+20.7%+17.7%
Nippon India Power & Infra Bns8,0431.53+8.2%+21.7%+22.0%
ICICI Pru Innovt Reg IDCW-P7,6091.53+3.3%+18.7%-
ICICI Pru Manufacturing IDCW-P6,8431.55+7.9%+20.1%+18.6%
SBI PSU Reg IDCW-P6,6841.81+6.2%+24.9%+23.0%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹115 Cr
Expense Ratio0.82%
Volatility (3Y)15.0%
Sharpe Ratio0.61
Sortino Ratio0.92
Beta-
Min SIP₹500
Min Lumpsum₹5,000
Holdings36

Risk-o-Meter

Low

Moderate

High

Very High

Rated as Very High risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.