Top 5 Best Performing Nippon/Reliance Equity Mutual Funds 2024 | Fincash.com (2024)

Updated on March 27, 2024 , 33758 views

Nippon India Mutual Fund or (Formerly known as Reliance Mutual Funds) have been managing Equity Funds since 1995. The fund house involves highly experienced equity fund management & research team to manage your funds. Thus, the equity mutual funds by the AMC holds a lot of potential to offer higher returns to the investors.

As, equities are very risky, investors who can bear the equity risk and can invest for a long duration, can ideally invest in this fund.

Top 5 Best Performing Nippon/Reliance Equity Mutual Funds 2024 | Fincash.com (1)

Important Information

From October 2019, Reliance Mutual Fund has been renamed as Nippon India Mutual Fund. Nippon Life has acquired majority (75%) stakes in Reliance Nippon Asset Management (RNAM). The company will continue to run its operations without any change in structure and management.

Why Invest in Nippon or Reliance Equity Funds

  • The equity funds offered by Nippon India allow one to plan their long-term investment goals. One can invest equity in these funds and plan goals that they wish to fulfill in the long-run.

  • The fund managers at Nippon AMC are experts in managing investments and come with a rich experience of many years. Also, the fund managers are backed by a team of risk management specialists who ensure that your investment is well protected.

  • The AMC offers Tax Saving Scheme named as Nippon tax saver Fund (ELSS). One can plan their Taxes under sec 80C with this scheme.

  • Investors can invest in Reliance equity funds with a minimum amount as low as INR 100 via a SIP.

Some of the top performers from this fund house are listed below. The top rated funds have been shortlisted by undertaking certain parameters like AUM, NAV, past performances, etc.

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Best Reliance/Nippon Equity Mutual Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)Sharpe Ratio
Nippon India Power and Infra Fund Growth ₹309.536
↑ 3.36
₹4,26513.533.681.137.425.8584.05
Nippon India Small Cap Fund Growth ₹141.239
↑ 0.45
₹46,0442.615.259.834.628.648.93.56
Nippon India Large Cap Fund Growth ₹78.1945
↑ 0.75
₹22,7677.518.848.425.117.332.12.81
Nippon India Japan Equity Fund Growth ₹18.4982
↓ -0.10
₹3057.416.221.73.5 18.70.93
Nippon India Tax Saver Fund (ELSS) Growth ₹109.818
↑ 0.96
₹14,2885.518.446.121.314.728.62.61
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Mar 24
Note: Ratio's shown as on 29 Feb 24

1. Nippon India Power and Infra Fund

(Erstwhile Reliance Diversified Power Sector Fund)

The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies in the power sector.

Nippon India Power and Infra Fund is a Equity - Sectoral fund was launched on 8 May 04. It is a fund with High risk and has given a CAGR/Annualized return of 18.8% since its launch. Ranked 13 in Sectoral category. Return for 2023 was 58% , 2022 was 10.9% and 2021 was 48.9% .

Below is the key information for Nippon India Power and Infra Fund

Nippon India Power and Infra Fund
Growth
Launch Date 8 May 04
NAV (28 Mar 24) ₹309.536 ↑ 3.36 (1.10 %)
Net Assets (Cr) ₹4,265 on 29 Feb 24
Category Equity - Sectoral
AMC Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 2.23
Sharpe Ratio 4.05
Information Ratio 1.6
Alpha Ratio 14.49
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)
Sub Cat. Sectoral

Growth of 10,000 investment over the years.

DateValue
28 Feb 19₹10,000
29 Feb 20₹9,918
28 Feb 21₹13,467
28 Feb 22₹16,119
28 Feb 23₹19,031
29 Feb 24₹33,826

Returns for Nippon India Power and Infra Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Mar 24

DurationReturns
1 Month 2.3%
3 Month 13.5%
6 Month 33.6%
1 Year 81.1%
3 Year 37.4%
5 Year 25.8%
10 Year
15 Year
Since launch 18.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 58%
2022 10.9%
2021 48.9%
2020 10.8%
2019 -2.9%
2018 -21.1%
2017 61.7%
2016 0.1%
2015 0.3%
2014 50.8%
Fund Manager information for Nippon India Power and Infra Fund
NameSinceTenure
Sanjay Doshi2 Jan 177.16 Yr.
Kinjal Desai25 May 185.77 Yr.

Data below for Nippon India Power and Infra Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Industrials37.72%
Utility14.4%
Basic Materials9.78%
Energy8.03%
Communication Services6.62%
Consumer Cyclical6.41%
Technology5.2%
Real Estate4.25%
Health Care1.82%
Asset Allocation
Asset ClassValue
Cash5.78%
Equity94.22%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE
6%₹270 Cr925,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 07 | LT
6%₹261 Cr750,000
↑ 110,663
Bosch Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | 500530
6%₹239 Cr83,500
NTPC Ltd (Utilities)
Equity, Since 31 May 09 | 532555
6%₹235 Cr7,000,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | ULTRACEMCO
5%₹208 Cr210,000
↑ 10,000
Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Nov 22 | KAYNES
5%₹198 Cr670,000
↑ 92,352
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 18 | BHARTIARTL
4%₹169 Cr1,500,000
↑ 150,000
Cyient DLM Ltd (Technology)
Equity, Since 31 Jul 23 | 543933
3%₹137 Cr1,708,669
↑ 158,099
Honeywell Automation India Ltd (Industrials)
Equity, Since 31 Jan 24 | HONAUT
3%₹137 Cr36,000
↑ 13,882
Container Corporation of India Ltd (Industrials)
Equity, Since 31 Aug 22 | CONCOR
3%₹125 Cr1,274,151

2. Nippon India Small Cap Fund

The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities.

Nippon India Small Cap Fund is a Equity - Small Cap fund was launched on 16 Sep 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 21.6% since its launch. Ranked 6 in Small Cap category. Return for 2023 was 48.9% , 2022 was 6.5% and 2021 was 74.3% .

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund
Growth
Launch Date 16 Sep 10
NAV (28 Mar 24) ₹141.239 ↑ 0.45 (0.32 %)
Net Assets (Cr) ₹46,044 on 29 Feb 24
Category Equity - Small Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.82
Sharpe Ratio 3.56
Information Ratio 0.92
Alpha Ratio 3.47
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)
Sub Cat. Small Cap

Growth of 10,000 investment over the years.

DateValue
28 Feb 19₹10,000
29 Feb 20₹10,507
28 Feb 21₹15,356
28 Feb 22₹21,636
28 Feb 23₹24,455
29 Feb 24₹38,461

Nippon India Small Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552

Invest Now

Returns for Nippon India Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Mar 24

DurationReturns
1 Month -0.7%
3 Month 2.6%
6 Month 15.2%
1 Year 59.8%
3 Year 34.6%
5 Year 28.6%
10 Year
15 Year
Since launch 21.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 48.9%
2022 6.5%
2021 74.3%
2020 29.2%
2019 -2.5%
2018 -16.7%
2017 63%
2016 5.6%
2015 15.1%
2014 97.6%
Fund Manager information for Nippon India Small Cap Fund
NameSinceTenure
Samir Rachh2 Jan 177.16 Yr.
Kinjal Desai25 May 185.77 Yr.
Tejas Sheth1 Feb 231.08 Yr.

Data below for Nippon India Small Cap Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Industrials31.05%
Financial Services14.03%
Consumer Cyclical11.65%
Basic Materials10.44%
Technology8.9%
Health Care7.7%
Consumer Defensive7.31%
Communication Services1.71%
Energy1.07%
Utility0.86%
Real Estate0.33%
Asset Allocation
Asset ClassValue
Cash4.38%
Equity95.62%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 18 | TIINDIA
2%₹1,020 Cr2,924,163
↓ -343,396
Voltamp Transformers Ltd (Industrials)
Equity, Since 30 Sep 16 | VOLTAMP
2%₹761 Cr864,398
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK
2%₹723 Cr5,150,000
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX
2%₹697 Cr1,851,010
Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS
1%₹675 Cr1,080,116
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 30 Jun 19 | HAL
1%₹610 Cr1,977,076
↑ 500,000
State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN
1%₹606 Cr8,100,000
NIIT Learning Systems Ltd (Consumer Defensive)
Equity, Since 30 Jun 23 | 543952
1%₹593 Cr11,420,240
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | 590003
1%₹584 Cr31,784,062
Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 22 | 500103
1%₹569 Cr25,000,000

3. Nippon India Large Cap Fund

(Erstwhile Reliance Top 200 Fund)

The primary investment objective of the scheme is to seek to generate long term capital appreciation by investing in equity and equity related instruments of companies whose market capitalization is within the range of highest & lowest market capitalization of S&P BSE 200 Index. The secondary objective is to generate consistent returns by investing in debt and money market securities.

Nippon India Large Cap Fund is a Equity - Large Cap fund was launched on 8 Aug 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.2% since its launch. Ranked 20 in Large Cap category. Return for 2023 was 32.1% , 2022 was 11.3% and 2021 was 32.4% .

Below is the key information for Nippon India Large Cap Fund

Nippon India Large Cap Fund
Growth
Launch Date 8 Aug 07
NAV (28 Mar 24) ₹78.1945 ↑ 0.75 (0.97 %)
Net Assets (Cr) ₹22,767 on 29 Feb 24
Category Equity - Large Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 2.81
Information Ratio 1.62
Alpha Ratio 8.12
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)
Sub Cat. Large Cap

Growth of 10,000 investment over the years.

DateValue
28 Feb 19₹10,000
29 Feb 20₹10,099
28 Feb 21₹12,635
28 Feb 22₹14,806
28 Feb 23₹16,507
29 Feb 24₹23,472

Nippon India Large Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047

Invest Now

Returns for Nippon India Large Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Mar 24

DurationReturns
1 Month 3.1%
3 Month 7.5%
6 Month 18.8%
1 Year 48.4%
3 Year 25.1%
5 Year 17.3%
10 Year
15 Year
Since launch 13.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 32.1%
2022 11.3%
2021 32.4%
2020 4.9%
2019 7.3%
2018 -0.2%
2017 38.4%
2016 2.2%
2015 1.1%
2014 54.6%
Fund Manager information for Nippon India Large Cap Fund
NameSinceTenure
Sailesh Raj Bhan8 Aug 0716.57 Yr.
Ashutosh Bhargava1 Sep 212.5 Yr.
Kinjal Desai25 May 185.77 Yr.

Data below for Nippon India Large Cap Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Financial Services36.5%
Consumer Cyclical15.08%
Industrials9.84%
Consumer Defensive9.42%
Energy7.63%
Technology6.4%
Utility6.27%
Basic Materials3.66%
Health Care2.4%
Communication Services1.52%
Asset Allocation
Asset ClassValue
Cash1.28%
Equity98.72%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
9%₹2,105 Cr15,000,529
↑ 1,400,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
7%₹1,547 Cr14,700,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE
7%₹1,519 Cr5,200,000
↑ 400,000
State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN
6%₹1,429 Cr19,100,644
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 16 | ITC
5%₹1,056 Cr26,000,000
↑ 1,000,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT
4%₹939 Cr2,700,529
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | 532215
4%₹828 Cr7,700,080
NTPC Ltd (Utilities)
Equity, Since 30 Apr 20 | 532555
3%₹722 Cr21,500,000
Tata Power Co Ltd (Utilities)
Equity, Since 30 Jun 23 | 500400
3%₹706 Cr19,000,000
↓ -1,000,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Dec 21 | 500034
3%₹676 Cr1,040,326
↑ 30,000

4. Nippon India Japan Equity Fund

The primary investment objective of Reliance Japan Equity Fund is to provide long term capital appreciation to investors by primarily investing in equity and equity related securities of companies listed on the recognized stock exchanges of Japan and the secondary objective is to generate consistent returns by investing in debt and money market securities of India. However, there can be no assurance or guarantee that the investment objective of the scheme will be achieved.

Nippon India Japan Equity Fund is a Equity - Global fund was launched on 26 Aug 14. It is a fund with High risk and has given a CAGR/Annualized return of 6% since its launch. Ranked 9 in Global category. Return for 2023 was 18.7% , 2022 was -15.3% and 2021 was 5.7% .

Below is the key information for Nippon India Japan Equity Fund

Nippon India Japan Equity Fund
Growth
Launch Date 26 Aug 14
NAV (28 Mar 24) ₹18.4982 ↓ -0.10 (-0.55 %)
Net Assets (Cr) ₹305 on 29 Feb 24
Category Equity - Global
AMC Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 2.43
Sharpe Ratio 0.93
Information Ratio -1.19
Alpha Ratio -7.21
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)
Sub Cat. Global

Growth of 10,000 investment over the years.

DateValue
29 Feb 20₹9,170
28 Feb 21₹11,598
28 Feb 22₹11,218
28 Feb 23₹10,535
29 Feb 24₹12,621

Nippon India Japan Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹331,978.
Net Profit of ₹31,978

Invest Now

Returns for Nippon India Japan Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Mar 24

DurationReturns
1 Month 4%
3 Month 7.4%
6 Month 16.2%
1 Year 21.7%
3 Year 3.5%
5 Year
10 Year
15 Year
Since launch 6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 18.7%
2022 -15.3%
2021 5.7%
2020
2019
2018
2017
2016
2015
2014
Fund Manager information for Nippon India Japan Equity Fund
NameSinceTenure
Kinjal Desai25 May 185.77 Yr.

Data below for Nippon India Japan Equity Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Industrials27.77%
Consumer Cyclical17.16%
Technology16.59%
Financial Services10.2%
Consumer Defensive8.35%
Real Estate6.1%
Communication Services6.02%
Basic Materials3.23%
Asset Allocation
Asset ClassValue
Cash4.58%
Equity95.42%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tokyo Electron Ltd (Technology)
Equity, Since 31 Jul 18 | 8035
4%₹13 Cr6,200
Mitsubishi Corp (Industrials)
Equity, Since 30 Jun 22 | 8058
4%₹12 Cr68,600
Toyota Motor Corp (Consumer Cyclical)
Equity, Since 31 Aug 14 | 7203
4%₹12 Cr60,000
Hitachi Ltd (Industrials)
Equity, Since 31 Aug 14 | 6501
4%₹11 Cr15,600
Denso Corp (Consumer Cyclical)
Equity, Since 30 Jun 22 | 6902
4%₹11 Cr71,400
Mitsubishi UFJ Financial Group Inc (Financial Services)
Equity, Since 31 Aug 14 | 8306
4%₹11 Cr127,400
Nitori Holdings Co Ltd (Consumer Cyclical)
Equity, Since 30 Jun 20 | 9843
4%₹11 Cr8,800
Fast Retailing Co Ltd (Consumer Cyclical)
Equity, Since 31 Jul 15 | 9983
3%₹11 Cr4,400
SMC Corp (Industrials)
Equity, Since 30 Jun 23 | 6273
3%₹10 Cr2,100
Tokio Marine Holdings Inc (Financial Services)
Equity, Since 30 Jun 22 | 8766
3%₹10 Cr43,200

5. Nippon India Tax Saver Fund (ELSS)

The primary objective of the scheme is to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments. However, there can be no assurance that the scheme’sinvestment objective shall be achieved.

Nippon India Tax Saver Fund (ELSS) is a Equity - ELSS fund was launched on 21 Sep 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.8% since its launch. Ranked 16 in ELSS category. Return for 2023 was 28.6% , 2022 was 6.9% and 2021 was 37.6% .

Below is the key information for Nippon India Tax Saver Fund (ELSS)

Nippon India Tax Saver Fund (ELSS)
Growth
Launch Date 21 Sep 05
NAV (28 Mar 24) ₹109.818 ↑ 0.96 (0.88 %)
Net Assets (Cr) ₹14,288 on 29 Feb 24
Category Equity - ELSS
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.8
Sharpe Ratio 2.61
Information Ratio 0.48
Alpha Ratio 1.14
Min Investment 500
Min SIP Investment 500
Exit Load NIL
Sub Cat. ELSS

Growth of 10,000 investment over the years.

DateValue
28 Feb 19₹10,000
29 Feb 20₹9,681
28 Feb 21₹12,083
28 Feb 22₹14,509
28 Feb 23₹15,148
29 Feb 24₹21,252

Nippon India Tax Saver Fund (ELSS) SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710

Invest Now

Returns for Nippon India Tax Saver Fund (ELSS)

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Mar 24

DurationReturns
1 Month 1.8%
3 Month 5.5%
6 Month 18.4%
1 Year 46.1%
3 Year 21.3%
5 Year 14.7%
10 Year
15 Year
Since launch 13.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 28.6%
2022 6.9%
2021 37.6%
2020 -0.4%
2019 1.5%
2018 -20.7%
2017 46%
2016 4.2%
2015 -2.9%
2014 83%
Fund Manager information for Nippon India Tax Saver Fund (ELSS)
NameSinceTenure
Rupesh Patel1 Jul 212.67 Yr.
Ashutosh Bhargava1 Jul 203.67 Yr.
Kinjal Desai25 May 185.77 Yr.

Data below for Nippon India Tax Saver Fund (ELSS) as on 29 Feb 24

Equity Sector Allocation
SectorValue
Financial Services34.55%
Consumer Cyclical14.35%
Industrials10.35%
Consumer Defensive8.62%
Basic Materials6.24%
Utility6%
Energy5.35%
Technology4.8%
Health Care4.15%
Communication Services2.63%
Real Estate2.08%
Asset Allocation
Asset ClassValue
Cash0.63%
Equity99.11%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | ICICIBANK
7%₹1,031 Cr9,800,000
HDFC Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | HDFCBANK
7%₹940 Cr6,700,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 20 | INFY
5%₹686 Cr4,100,000
NTPC Ltd (Utilities)
Equity, Since 28 Feb 19 | 532555
4%₹544 Cr16,200,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 20 | 532215
4%₹521 Cr4,850,000
State Bank of India (Financial Services)
Equity, Since 31 Dec 13 | SBIN
4%₹516 Cr6,900,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 20 | RELIANCE
3%₹467 Cr1,600,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT
3%₹408 Cr1,173,822
Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | MOTHERSON
3%₹366 Cr30,700,000
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | TATAMOTORS
2%₹352 Cr3,700,000
↓ -100,000

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Top 5 Best Performing Nippon/Reliance Equity Mutual Funds 2024 | Fincash.com (2024)

FAQs

Which mutual fund has the highest return in 2024? ›

CPSE ETF offered the highest return of 24.81%, followed by ICICI Pru PSU Equity Fund, which gave 21.20%. Infrastructure funds gave an average return of 14.57% in 2024 so far. Quant Infrastructure Fund rose 26.66% in the period. Bandhan Infrastructure Fund gave 21.42%.

Which is best performing Nippon Mutual Fund? ›

List of Nippon India Equity Mutual Funds in India
Fund NameCategory1Y Returns
Nippon India Small Cap FundEquity56.4%
Nippon India Gilt Securities FundDebt7.5%
Nippon India Large Cap FundEquity42.7%
Nippon India ELSS Tax Saver FundEquity40.8%
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Which is best mutual fund in Reliance? ›

Best Reliance Mutual Fund Schemes in Debt Category
Fund Name3 Yr Return5 Yr Return
Nippon India Corporate Bond Fund - Growth Plan - Growth Option Low to Moderate RISK6.01%6.7%
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Nippon India Credit Risk Fund - Growth Plan High RISK8.46%4.03%

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Which fund to invest in 2024? ›

Artemis Income, Liontrust UK Growth and iShares Corporate Bond Index are the latest funds to become the most recommended by best-buy lists in 2024.

Is Reliance Nippon mutual fund safe? ›

Some years it may offer very high returns and in some years it may offer poor returns. That is why we speak about average returns over a long period of time. Nippon India Small Cap Fund is a steady performer. The scheme has been among the toppers in the small cap category in both short and long term.

Is it good to invest in Nippon mutual fund? ›

In terms of annual returns, Nippon India Small Cap Fund has consistently outperformed the benchmark every year. Also, the scheme managed to beat the category in seven out of 10 calendar years.

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Here are the best low-risk investments in April 2024:
  • High-yield savings accounts.
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  • Series I savings bonds.
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  • Corporate bonds.
  • Dividend-paying stocks.
  • Preferred stocks.
Apr 1, 2024

Which mutual fund is best for next 5 years? ›

Best SIP Plans for 5 Years to invest (Debt)
FundAUM (In Crs)5 Yr Return (%)
ICICI Prudential All Seasons Bond Fund Direct Plan Growth₹11883 Cr8.36 %
SBI Dynamic Bond Fund Direct Growth₹3070 Cr8.01 %
Kotak Dynamic Bond Direct Growth₹2544 Cr7.68 %
Bandhan Dynamic Bond Fund - Direct Plan - Growth₹2337 Cr7.68 %
1 more row

Which equity mutual fund gives highest return? ›

List of Equity Mutual Funds in India
Fund NameCategory1Y Returns
SBI Long Term Equity FundEquity59.1%
ICICI Prudential Large & Mid Cap FundEquity45.8%
ICICI Prudential Value Discovery FundEquity41.9%
Axis Small Cap FundEquity40.5%
12 more rows

What is the new name of Reliance mutual fund? ›

Nippon India Mutual Funds (formerly Reliance Mutual Fund) is one of the leading asset management companies in India. It manages assets across managed accounts, mutual funds, pension funds, alternative investments, and offshore funds.

Which mutual fund gives highest return in future? ›

List of High Risk & High Returns in India Ranked by Last 5 Year Returns
  • Mirae Asset Midcap Fund. EQUITY Mid Cap. ...
  • Kotak Emerging Equity Fund. EQUITY Mid Cap. ...
  • PGIM India Midcap Opportunities Fund. EQUITY Mid Cap. ...
  • Nippon India Small Cap Fund. ...
  • Nippon India Growth Fund. ...
  • Kotak Small Cap Fund. ...
  • HDFC Small Cap Fund. ...
  • Edelweiss Mid Cap Fund.

Which mutual fund is best for the next 5 years? ›

Best SIP Plans for 5 Years to invest (Debt)
FundAUM (In Crs)5 Yr Return (%)
ICICI Prudential All Seasons Bond Fund Direct Plan Growth₹11883 Cr8.36 %
SBI Dynamic Bond Fund Direct Growth₹3070 Cr8.01 %
Kotak Dynamic Bond Direct Growth₹2544 Cr7.68 %
Bandhan Dynamic Bond Fund - Direct Plan - Growth₹2337 Cr7.68 %
1 more row

What mutual fund has the highest return? ›

Summary: Best Mutual Funds
Fund (ticker)10-Year Avg. Ann. Return
Shelton Nasdaq-100 Index Investor Fund (NASDX)18.21%
Schwab Fundamental US Large Company Index Fund (SFLNX)11.71%
Fidelity Intermediate Municipal Income Fund (FLTMX)2.28%
Dodge & Cox Income (DODIX)2.52%
6 more rows
Apr 1, 2024

What Vanguard funds to invest in 2024? ›

The Best Vanguard Mutual Funds Of April 2024
FundExpense Ratio
Vanguard High-Yield Corporate Fund (VWEAX)0.13%
Vanguard High-Yield Tax-Exempt Fund (VWALX)0.09%
Vanguard Explorer Fund (VEXRX)0.34%
Vanguard Wellington Fund (VWELX)0.26%
5 more rows
Apr 3, 2024

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