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Nippon India Mutual Fund

NIPPON INDIA QUANT FUND - DIRECT Plan - IDCW Option

Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)Very High Risk★★★★★ISIN INF204K01J18
NAV · 06-Jul-2026
46.0455
1M
+4.68%
6M
-2.51%
1Y (CAGR)
+2.06%
3Y (CAGR)
+16.21%
5Y (CAGR)
+15.74%
Since inception (CAGR)
+10.50%

NAV history

33.0538.1243.2004-07-202303-07-202645.60
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Risk & SIP analytics

Q2 · 3Y in category
Volatility (3y)
14.94%
Downside dev (3y)
12.47%
Max drawdown (3y)
-16.9%
Sharpe (3y)
0.65
SIP XIRR (3y)
+8.67%
SIP XIRR (5y)
+14.24%
Calendar-year returns
2020 +17.3%2021 +32.4%2022 +8.2%2023 +35.8%2024 +20.6%2025 +8.4%

Fund facts

AUM₹1,110 Cr
Expense ratio0.45% · 2026-05-31
TER · AMFI officialDirect 0.71% · Regular 1.15% (2026-06-30)
Launch date18-Apr-2008
Plan typeOpen Ended · Equity
Min lumpsum₹5,000
Min SIP₹100
Lock-inNone
Volatility17.83
AMCNippon Life India Asset Management Limited

Objective · The investment objective of the Scheme is to generate capital appreciation through investment in equity and equity related instruments. The Scheme will seek to generate capital appreciation by investing in an active portfolio of stocks selected on the basis of a Quant model.

scheme documents ↗