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Funds Managed by Mr. Tejas Sheth

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Nippon India Growth FundMid Cap Fund - An open ended equity scheme predominantly investing in mid cap stocksLatest NAV: 2125.3569
(Jan 20 , 2022)



Product label

This product is suitable for investors who are seeking*:

  • Long term capital growth.
  • Investment in equity and equity related instruments through a research based approach.

*Investors should consult their investment advisers if in doubt about whether the product is suitable for them

Nippon India Multi Asset FundAn open ended scheme investing in Equity, Debt and Exchange Traded Commodity Derivatives and Gold ETFLatest NAV: 13.2084
(Jan 20 , 2022)



NAV as on Dec 31, 2021: `13.1421

Performance of Nippon India Multi Asset Fund as on 31/12/2021
Particulars1 Year CAGR %3 Year CAGR %5 Year CAGR %Since Inception
Nippon India Multi Asset Fund19.20NANA22.57
B:50% of S&P BSE 500 TRI, 20% of MSCI World Index ​​TRI, 15% of Crisil Short Term Bond Fund Index & 15% of Domestic prices of Gold
20.40
NA​NA24.66
AB:S&P BSE Sensex TRI23.23
NANA34.88
Value of `10000 Invested
Nippon India Multi Asset Fund11,920
NANA13,142
B:50% of S&P BSE 500 TRI, 20% of MSCI World Index TRI, 15% of Crisil Short Term Bond Fund Index & 15% of Domestic prices of Gold12,040NANA13,444
AB:S&P BSE Sensex TRI12,323NANA14,944
Inception Date: Aug 28, 2020
​​​B - Benchmark    |   AB - Additional Benchmark |   TRI - Total Return Index
​​​Fund Manager: Sushil Budhia (Since Mar 2021), Manish Gunwani (Since August 2020), Ashutosh Bhargava (Since August 2020), Vikram Dhawan (Since August 2020), Kinjal Desai (Since August 2020), Tejas Sheth (Co-Fund Manager) (Since Oct 2020)​

​​PERFORMANCE OF OTHER OPEN ENDED SCHEMES MANAGED BY FUND MANAGER: Sushil Budhia

Scheme Name/sCAGR %
1 Year Return3 Years Return5 Years Return
SchemeBenchmarkSchemeBenchmarkSchemeBenchmark
Top 3
Nippon India Equity Hybrid Fund27.7919.747.6116.058.9514.71
Nippon India Strategic Debt Fund17.444.59-4.639.36-0.598.04
Nippon India Balanced Advantage Fund15.7115.8511.6614.5811.8513.15
Bottom 3
Nippon India Equity Savings Fund11.5011.52-0.6010.942.7010.37
Nippon India Hybrid Bond Fund10.067.071.1410.633.309.18
Nippon India Short Term Fund4.424.387.728.076.867.38

Note:

a. Sushil Budhia manages 9 open-ended schemes of Nippon India Mutual Fund .

b. In case the number of schemes managed by a fund manager is more than six, in the performance data of other schemes, the top 3 and bottom 3 schemes managed by fund manager has been provided herein.

c. Period for which scheme’s performance has been provided is computed basis last day of the month-end preceding the date of advertisement.

d. Different plans shall have a different expense structure. The performance details provided herein are of Growth Plan (Regular Plan) .

*The Scheme does not offer any Plans/Options. The performance details are provided at Scheme level using IDCW Reinvestment NAV's.

Sushil Budhia has been managing Nippon India Credit Risk Fund since Feb 2020,Nippon India Strategic Debt Fund since Feb 2020, Nippon India Hybrid Bond Fund since Feb 2020, Nippon India Equity Hybrid Fund since Feb 2020, Nippon India Equity Savings Fund since Feb 2020, Nippon India Balanced Advantage Fund since Mar 2021, Nippon India Short Term Fund since Mar 2021,Nippon India Multi Asset Fund since Mar 2021, Nippon India Asset Allocator FoF since Mar 2021.


PERFORMANCE OF OTHER OPEN ENDED SCHEMES MANAGED BY FUND MANAGER: Manish Gunwani

Scheme Name/sCAGR %
1 Year Return 3 Years Return5 Years Return
Scheme Benchmark Scheme Benchmark Scheme Benchmark
Nippon India Growth Fund 46.4648.1624.0223.2219.6320.54
Nippon India Balanced Advantage Fund 15.7115.8511.6614.5811.8513.15

Note:

a. Mr.Manish Gunwani manages 4 open-ended schemes of Nippon India Mutual Fund.

b. In case the number of schemes managed by a fund manager is more than six, in the performance data of other schemes, the top 3 and bottom 3 schemes managed by fund manager has been provided herein

c. Period for which scheme’s performance has been provided is computed basis last day of the month-end preceding the date of advertisement

d. Different plans shall have a different expense structure. The performance details provided herein are of Growth Plan (Regular Plan).

TRI - Total Returns Index reflects the returns on the index arising from (a) constituent stock price movements and (b) dividend receipts from constituent index stocks, thereby showing a true picture of returns.

The performance of the equity scheme is benchmarked to the Total Return variant of the Index.

Mr. Manish Gunwani has been managing Nippon India Growth Fund since Sep 2017, Nippon India Balanced Advantage Fund since May 2018, Nippon India Multi Asset Fund since Aug 2020, Nippon India Flexi Cap Fund since Aug 2021

PERFORMANCE OF OTHER OPEN ENDED SCHEMES MANAGED BY FUND MANAGER: Ashutosh Bhargava

Scheme Name/sCAGR %
1 Year Return 3 Years Return5 Years Return
Scheme Benchmark Scheme Benchmark Scheme Benchmark
Nippon India Multi Cap Fund#48.9140.6215.0221.0215.9518.46
Nippon India Tax Saver (ELSS) Fund#37.5931.6011.5919.119.9917.87
Nippon India Quant Fund31.3329.1117.1518.8715.2617.97
Nippon India Balanced Advantage Fund#15.7115.8511.6614.5811.8513.15
Nippon India Large Cap Fund#32.3726.5314.1917.9115.5017.51

Note:

a.Mr. Ashutosh Bhargava manages 8 open-ended scheme of Nippon India Mutual Fund.

b. In case the number of schemes managed by a fund manager is more than six, in the performance data of other schemes, the top 3 and bottom 3 schemes managed by fund manager has been provided herein.

c. Period for which scheme’s performance has been provided is computed basis last day of the month-end preceding the date of advertisement

d. Different plans shall have a different expense structure. The performance details provided herein are of Growth plan (Regular Plan).

TRI - Total Returns Index reflects the returns on the index arising from (a) constituent stock price movements and (b) dividend receipts from constituent index stocks, thereby showing a true picture of returns.

The performance of the equity scheme is benchmarked to the Total Return variant of the Index.

Mr. Ashutosh Bhargava has been managing Nippon India Balanced Advantage Fund since May 2018, Nippon India Quant Fund since Sep 2017, Nippon India Tax Saver (ELSS) Fund since july 2020, Nippon India Multi Asset Fund since Aug 2020,Nippon India Asset Allocator FoF since Feb 2021,Nippon India Multi Cap Fund since Sep 2021, Nippon India Passive Flexicap FoF since Sep 2021, Nippon India Large Cap Fund since Sep 2021.

​​PERFORMANCE OF OTHER OPEN ENDED SCHEMES MANAGED BY FUND MANAGER : Kinjal Desai

Scheme Name/sCAGR %
1 Year Return 3 Years Return5 Years Return
Scheme Benchmark Scheme Benchmark Scheme Benchmark
Nippon India US Equity Opportunities Fund#22.1630.9125.3528.7019.9120.58
Nippon India Japan Equity Fund#5.673.8513.7214.3410.2710.80
Nippon India ETF Hang Seng BeES*-11.58-10.940.991.895.206.27
​​ ​

Note:

a.Ms.Kinjal Desai manages 5 open-ended schemes of Nippon India Mutual Fund .

b. In case the number of schemes managed by a fund manager is more than six, in the performance data of other schemes, the top 3 and bottom 3 schemes managed by fund manager has been provided herein.

c. Period for which scheme’s performance has been provided is computed basis last day of the month-end preceding the date of advertisement

d. Different plans shall have a different expense structure.

TRI - Total Returns Index reflects the returns on the index arising from (a) constituent stock price movements and (b) dividend receipts from constituent index stocks, thereby showing a true picture of returns.

The performance of the equity scheme is benchmarked to the Total Return variant of the Index.

#The performance details provided herein are of Growth Plan (Regular Plan)

^ Co-Fund Manager

*The Scheme does not offer any Plans/Options. The performance details are provided at Scheme level using Dividend Reinvestment NAV's.

Ms. Kinjal Desai has been managing Nippon India Japan Equity Fund since May 2018, Nippon India US Equity Opportunities Fund since May 2018, Nippon India ETF Hang Seng BeES since May 2018, Nippon India Multi Asset Fund since Aug 2020, Nippon India Flexi Cap Fund Aug 2021

​​PERFORMANCE OF OTHER OPEN ENDED SCHEMES MANAGED BY FUND MANAGER : Tejas Sheth

Scheme Name/sCAGR %
1 Year Return 3 Years Return5 Years Return
Scheme Benchmark Scheme Benchmark Scheme Benchmark
Nippon India Growth Fund46.4648.1624.0223.2219.6320.54
​​ ​

Note:

a. Tejas Sheth manages 2 open-ended schemes of Nippon India Mutual Fund.

b. In case the number of schemes managed by a fund manager is more than six, performance data of other schemes, the top 3 and bottom 3 schemes managed by fund manager has been provided herein.

c. Period for which scheme’s performance has been provided is computed basis last day of the month-end preceding the date of advertisement.

d. Different plans shall have a different expense structure. The performance details provided herein are of Growth Plan (Regular Plan).

Tejas Sheth has been managing Nippon India Growth Fund since May 2019, Nippon India Multi Asset Fund since Oct 2020

​Past performance may or may not be sustained in future and the same may not necessarily provide the basis for comparison with other investments. Returns for 1 year and above are compounded annualized(CAGR) and returns less than 1 year are simple annualized basis. 6 months simple annualized returns ​are provided for the schemes that are in existence for more than 6 months but have not completed 1 year. IDCW (if any) are assumed to be reinvested at the prevailing NAV. In case of Nippon India ETF Liquid BeES, returns are based on gross IDCW per unit declared by the Fund. Bonus (if any) declared has been adjusted. Performance of IDCW option would be net of dividend distribution tax, if any. Face value of schemes is `10 per unit, except for the schemes as specified here. Face Value of Nippon India Liquid Fund, Nippon India Money Market Fund Nippon India Ultra Short Duration Fund, Nippon India Low Duration Fund and Nippon India ETF Liquid BeES is `1000 per unit. Face value of Nippon India ETF Junior BeES is `1.25 per unit. Face value of Nippon India Overnight Fund is `100 per unit. Face Value of Nippon India ETF Nifty BeES, Nippon India ETF Bank BeES, Nippon India ETF PSU Bank BeES, Nippon India ETF NV20, Nippon India ETF Hang Seng BeES, Nippon India ETF Gold BeES is `1 per unit. In case, the start/end date of the concerned period is non-business day, NAV of the previous date is considered for computation of returns. Performance details of closed ended and interval schemes are not provided since these are not comparable with other schemes. Different plans shall have a different expense structure. The performance details provided herein are of Growth Plan (Regular Plan). ​​​​​​​​


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Product label

This product is suitable for investors who are seeking*:

  • Long term capital growth
  • Investment in equity and equity related securities, debt & money market instruments and Exchange Traded Commodity Derivatives and Gold ETF

*Investors should consult their investment advisers if in doubt about whether the product is suitable for them

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