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Funds Managed by Mr. Amar Kalkundrikar

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Nippon India Vision FundAn open ended equity scheme investing in both large cap and mid cap stockLatest NAV: 869.6398
(Dec 05 , 2022)



Product label

This product is suitable for investors who are seeking*:

  • Long term capital growth.
  • investment in equity and equity related instruments of large cap & mid cap companies through a research based approach

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

Nippon India Balanced Advantage FundAn Open Ended Dynamic Asset Allocation FundLatest NAV: 129.7957
(Dec 05 , 2022)



NAV as on October 31, 2022: `127.1838

Performance of Nippon India Balanced Advantage Fund as on 31/10/2022
Particulars1 Year CAGR %3 Year CAGR %5 Year CAGR %​Since Inception
Nippon India Balanced Advantage Fund4.3411.198.3215.20
B:CRISIL Hybrid 50+50 - Moderate Index3.0812.4910.2711.69
AB:S&P BSE Sensex TRI3.7016.1314.1515.35
Value of `10000 Invested
Nippon India Balanced Advantage Fund10,43613,74914,9141,27,185
B:CRISIL Hybrid 50+50 - Moderate Index10,31014,23816,31072,926
AB:S&P BSE Sensex TRI10,37215,66819,3911,30,215
Inception Date: Nov 15, 2004
B - Benchmark    |   AB - Additional Benchma​​rk |   TRI - Total Return Index
Fund Manager:Manish Gunwani (Since May 2018), Ashutosh Bhargava (Co-Fund Manager)(Since May 2018), Sushil Budhia (Since Mar 2021), Amar Kalkundrikar (Co-Fund Manager) (Since Oct 2020)

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 Fund5.215.2425.1425.2913.7013.10
Nippon India Passive Flexicap FoF1.703.52N.A.N.A.N.A.N.A.
Nippon India Flexi Cap Fund1.513.52N.A.N.A.N.A.N.A.
Nippon India Multi Asset Fund0.601.48N.A.N.A.N.A.N.A.

Note:

a. Mr. Manish Gunwani 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. 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 Aug 2021 ,Nippon India Passive Flexicap FoF since May 2022

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
Top 3
Nippon India Equity Hybrid Fund6.023.488.9514.275.1211.22
Nippon India Asset Allocator FoF5.423.08NANANANA
Nippon India Hybrid Bond Fund4.811.971.607.842.167.66
Bottom 3
Nippon India Equity Savings Fund1.743.692.379.390.258.65
Nippon India Strategic Debt Fund1.305.66-3.618.58-1.797.77
Nippon India Multi Asset Fund0.601.48NANANANA

Note:

a.Mr. Ashutosh Bhargava manages 7 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 Large Cap Fund since Sep 2021.

​​PERFORMANCE OF OTHER OPEN ENDED SCHEMES MANAGED BY FUND MANAGER: Amar Kalkundrikar

Scheme Name/sCAGR %
1 Year Return 3 Years Return5 Years Return
Scheme Benchmark Scheme Benchmark Scheme Benchmark
Nippon India Consumption Fund15.6614.4423.8216.8815.9112.49
Nippon India Vision Fund2.584.3816.8020.777.5912.92
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​​Note​:

a.​Mr. Amar Kalkundrikar manages 3 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. Amar Kalkundrikar has been managing Nippon India Balanced Advantage Fund since oct 2020, Nippon India Consumption Fund since Oct 2020, Nippon India Vision Fund since Jun 2021

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

Scheme Name/sCAGR %
1 Year Return 3 Years Return5 Years Return
Scheme Benchmark Scheme Benchmark Scheme Benchmark
Top 3
Nippon India Asset Allocator FoF4.660.85NANANANA
Nippon India Hybrid Bond Fund4.101.031.528.102.167.68
Nippon India Credit Risk Fund3.565.663.168.463.608.17
Bottom 3
Nippon India Strategic Debt Fund0.945.03-3.508.79-1.707.69
Nippon India Equity Savings Fund0.271.782.279.290.318.66
Nippon India Multi Asset Fund-0.20-0.18NANANANA

​Note:

a. Mr. 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..

​Mr. 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.

​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.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 & equity related instruments, debt, money market instruments and derivatives

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

Nippon India Consumption FundAn Open Ended Equity Scheme following consumption theme.Latest NAV: 131.9452
(Dec 05 , 2022)



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NAV as on October 31, 2022: `132.2839

Performance of Nippon India Consumption Fund as on 31/10/2022
Particulars1 Year CAGR %3 Year CAGR %5 Year CAGR %​Since Inception
Nippon India Consumption Fund15.6623.8215.9115.34
B:Nifty India Consumption TRI14.4416.8812.49NA
AB:S&P BSE Sensex TRI3.7016.1314.1515.67
Value of `10000 Invested
Nippon India Consumption Fund11,57518,99320,9271,32,284
B:Nifty India Consumption TRI11,45315,97318,018NA
AB:S&P BSE Sensex TRI10,37215,66819,3911,39,233
Inception Date: Sep 30, 2004
​​​B - Benchmark    |   AB - Additional Benchmark |   TRI - Total Return Index
​​​Fund Manager:Amar Kalkundrikar (Since Oct 20, 2020)
NA has been mentioned as the benchmark data for corresponding period is not available.
​​

​​PERFORMANCE OF OTHER OPEN ENDED SCHEMES MANAGED BY FUND MANAGER: Amar Kalkundrikar

Scheme Name/sCAGR %
1 Year Return 3 Years Return5 Years Return
Scheme Benchmark Scheme Benchmark Scheme Benchmark
Nippon India Balanced Advantage Fund#4.343.0811.1912.498.3210.27
Nippon India Vision Fund2.584.3816.8020.777.5912.92
​​​​​

​​Note​:

a.​Mr. Amar Kalkundrikar manages 3 open-ended schemes of Nippon India Mut​ual 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. Amar Kalkundrikar has been managing Nippon India Balanced Advantage Fund since oct 2020,Nippon India Vision Fund since June 2021, Nippon India Consumption 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.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 predominantly in equity, equity related securities of companies that are likely to benefit directly or indirectly from domestic consumption led demand.

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

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