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Snapshot
Snapshot
Nippon India Banking&Financial Services (G)
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Summary
Fund Name : Nippon India Mutual Fund
Scheme Name : Nippon India Banking&Financial Services (G)
AMC : Nippon India Mutual Fund
Type : Open
Category : Equity - Banking
Launch Date : 08-May-03
Fund Manager : Vinay Sharma
Net Assets:(Rs. cr) 7869.07
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception  
Latest Payouts
  Dividends Bonus
Ratio NA NA
Date NA NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 5000
Increm.Investment(Rs.) : 1000
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Return -3.65 -7.63 -6.02 0.53 15.82 16.82 14.66 19.81
Category Avg -3.09 -7.36 -4.78 1.48 16.95 16.70 12.41 10.80
Category Best -1.95 -5.70 -2.10 4.74 22.42 22.32 15.68 19.81
Category Worst -3.89 -8.51 -7.62 -3.12 11.53 11.14 8.25 -7.39
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
* Move the pointer over the headers to view the definition.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
0.9223 3.4533 0.9161 3.0668 0.0608
Asset Allocation
Holdings
Company Name% Hold
HDFC Bank 14.24
ICICI Bank 13.04
Axis Bank 9.80
SBI 6.51
SBI Cards 3.83
SBI Life Insuran 3.50
Bajaj Finserv 3.23
Kotak Mah. Bank 3.10
Bank of Baroda 2.78
Federal Bank 2.76
IndusInd Bank 2.63
Max Financial 2.58
ICICI AMC 2.51
Chola Financial 2.48
Multi Comm. Exc. 2.14
L&T Finance Ltd 1.90
Equitas Sma. Fin 1.76
Bajaj Finance 1.71
AU Small Finance 1.54
HDFC Life Insur. 1.48
KFin Technolog. 1.45
UTI AMC 1.43
Aye Finance 1.40
Angel One 1.31
HDFC AMC 1.15
PNB Housing 1.05
Star Health Insu 1.03
Piramal Finance. 0.93
ICICI Lombard 0.92
ICICI Pru Life 0.76
One 97 0.72
AAVAS Financiers 0.65
Sundaram Finance 0.63
HDB FINANC SER 0.52
Seshaasai Tech. 0.33
TREPS 2.22
Net CA & Others -0.03
C C I 0.01
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