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SIP with Insurance recommended for

Aggressive Portfolio

SIP with Insurance recommended for

Balanced Portfolio

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Moderate Portfolio

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Aditya Birla Capital Mutual Fund

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ICICI Prudential Mutual Fund

SIP with Insurance offered by

Nippon India Mutual Fund

Aggressive Portfolio
Performance
Portfolio Details

Type

SIP

Amount()

Index

1.2 Lac1.93%1.21 Lac

1.2 Lac1000%1.48 Lac

Historical Returns in

All	Funds	Monthly SIP Amount()	SIP Period(Yrs)	Perpetual
	Nippon India Balanced Advantage Fund - Growth 1.2 Lac1.14%1.21 Lac 3.6 Lac12.22%4.32 Lac 6 Lac9.98%7.74 Lac 8.4 Lac10.07%12.13 Lac 12 Lac10.94%21.62 Lac 18 Lac11.55%47.88 Lac 0.6 LacNANA			Perpetual
	Nippon India Banking and Financial Services Fund - Growth 1.2 Lac4.28%1.22 Lac 3.6 Lac21.00%4.96 Lac 6 Lac12.28%8.23 Lac 8.4 Lac12.13%13.13 Lac 12 Lac13.15%24.62 Lac 18 Lac14.17%61.6 Lac 0.6 LacNANA			Perpetual
	Nippon India Consumption Fund - Growth 1.2 Lac9.54%1.25 Lac 3.6 Lac26.02%5.37 Lac 6 Lac18.53%9.76 Lac 8.4 Lac15.13%14.79 Lac 12 Lac14.06%26 Lac 18 Lac13.29%56.53 Lac 0.6 LacNANA			Perpetual
	Nippon India Equity Hybrid Fund - Growth 1.2 Lac4.22%1.22 Lac 3.6 Lac15.80%4.57 Lac 6 Lac8.85%7.51 Lac 8.4 Lac8.30%11.34 Lac 12 Lac9.81%20.26 Lac 18 Lac11.17%46.2 Lac 0.6 LacNANA			Perpetual
	Nippon India Equity Hybrid Fund - Growth 1.2 Lac4.22%1.22 Lac 3.6 Lac15.80%4.57 Lac 6 Lac8.85%7.51 Lac 8.4 Lac8.30%11.34 Lac 12 Lac9.81%20.26 Lac 18 Lac11.17%46.2 Lac 0.6 LacNANA			Perpetual
	Nippon India Equity Savings Fund - Growth 1.2 Lac1.94%1.21 Lac 3.6 Lac5.63%3.91 Lac 6 Lac1.84%6.28 Lac 8.4 LacNANA 12 LacNANA 18 LacNANA 0.6 LacNANA			Perpetual
	Nippon India Focused Equity Fund - Growth 1.2 Lac8.99%1.25 Lac 3.6 Lac28.14%5.56 Lac 6 Lac18.39%9.73 Lac 8.4 Lac16.05%15.35 Lac 12 Lac17.44%31.99 Lac 18 Lac16.29%76.06 Lac 0.6 LacNANA			Perpetual
	Nippon India Growth Fund - Growth Option 1.2 Lac8.90%1.25 Lac 3.6 Lac30.96%5.82 Lac 6 Lac21.04%10.48 Lac 8.4 Lac18.19%16.75 Lac 12 Lac17.59%32.29 Lac 18 Lac15.56%70.68 Lac 0.6 LacNANA			Perpetual
	Nippon India Hybrid Bond Fund - Growth 1.2 Lac5.15%1.23 Lac 3.6 Lac5.15%3.88 Lac 6 Lac3.01%6.47 Lac 8.4 Lac3.46%9.49 Lac 12 Lac4.96%15.5 Lac 18 Lac6.71%30.91 Lac 0.6 LacNANA			Perpetual
	Nippon India Large Cap Fund - Growth 1.2 Lac6.34%1.24 Lac 3.6 Lac21.60%5 Lac 6 Lac14.64%8.77 Lac 8.4 Lac13.59%13.91 Lac 12 Lac14.10%26.06 Lac 18 LacNANA 0.6 LacNANA			Perpetual
	Nippon India Multi Cap Fund - Growth 1.2 Lac16.26%1.29 Lac 3.6 Lac28.79%5.62 Lac 6 Lac17.94%9.61 Lac 8.4 Lac15.05%14.74 Lac 12 Lac14.57%26.81 Lac 18 Lac15.11%67.58 Lac 0.6 LacNANA			Perpetual
	Nippon India Multi Cap Fund - Growth 1.2 Lac16.26%1.29 Lac 3.6 Lac28.79%5.62 Lac 6 Lac17.94%9.61 Lac 8.4 Lac15.05%14.74 Lac 12 Lac14.57%26.81 Lac 18 Lac15.11%67.58 Lac 0.6 LacNANA			Perpetual
	Nippon India Pharma Fund - Growth 1.2 Lac-7.69%1.16 Lac 3.6 Lac23.63%5.17 Lac 6 Lac20.53%10.33 Lac 8.4 Lac16.19%15.44 Lac 12 Lac16.10%29.44 Lac 18 Lac18.29%93.32 Lac 0.6 LacNANA			Perpetual
	Nippon India Power and Infra Fund - Growth Option 1.2 Lac9.70%1.25 Lac 3.6 Lac27.33%5.49 Lac 6 Lac15.86%9.07 Lac 8.4 Lac13.97%14.12 Lac 12 Lac13.11%24.56 Lac 18 Lac9.72%40.4 Lac 0.6 LacNANA			Perpetual
	Nippon India Retirement Fund - Income Generation Scheme - Growth 1.2 Lac-0.80%1.2 Lac 3.6 Lac4.79%3.86 Lac 6 Lac5.84%6.95 Lac 8.4 Lac6.15%10.47 Lac 12 LacNANA 18 LacNANA 0.6 LacNANA			Perpetual
	Nippon India Retirement Fund - Wealth Creation Scheme - Growth 1.2 Lac1.60%1.21 Lac 3.6 Lac17.68%4.7 Lac 6 Lac10.56%7.86 Lac 8.4 Lac9.76%11.98 Lac 12 LacNANA 18 LacNANA 0.6 LacNANA			Perpetual
	Nippon India Small Cap Fund - Growth 1.2 Lac21.61%1.33 Lac 3.6 Lac45.67%7.45 Lac 6 Lac27.71%12.71 Lac 8.4 Lac23.80%21.2 Lac 12 Lac25.07%52.44 Lac 18 LacNANA 0.6 LacNANA			Perpetual
	Nippon India Small Cap Fund - Growth 1.2 Lac21.61%1.33 Lac 3.6 Lac45.67%7.45 Lac 6 Lac27.71%12.71 Lac 8.4 Lac23.80%21.2 Lac 12 Lac25.07%52.44 Lac 18 LacNANA 0.6 LacNANA			Perpetual
	Nippon India Tax Saver (ELSS) Fund - Growth 1.2 Lac5.33%1.23 Lac 3.6 Lac22.24%5.06 Lac 6 Lac12.00%8.17 Lac 8.4 Lac10.10%12.14 Lac 12 Lac11.82%22.76 Lac 18 Lac12.79%53.87 Lac 0.6 LacNANA			Perpetual
	Nippon India Value Fund - Growth 1.2 Lac7.41%1.24 Lac 3.6 Lac27.20%5.47 Lac 6 Lac18.32%9.71 Lac 8.4 Lac16.13%15.4 Lac 12 Lac15.94%29.15 Lac 18 Lac14.76%65.28 Lac 0.6 LacNANA			Perpetual
	Nippon India Vision Fund - Growth 1.2 Lac3.36%1.22 Lac 3.6 Lac22.73%5.09 Lac 6 Lac14.44%8.72 Lac 8.4 Lac12.34%13.24 Lac 12 Lac12.53%23.73 Lac 18 Lac11.46%47.47 Lac 0.6 LacNANA			Perpetual

Current Value of Lumpsum 1 Lakh invested 3 years ago would be

Comparing Basket

Top 10 Holdings

Top 10 Sectors

Asset Allocation

Market Cap Allocation

Credit Rating

Category Wise Breakup

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Mutual fund investments are subject to market risk. Please read the scheme information and the related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

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Overview

Fund Objective

Riskometer

Returns

# Equity - Returns up to 1 year are absolute and over 1 year are CAGR.
# Debt - Returns up to 1 year are annualised and over 1 year are CAGR.

SIP Performance Chart (SIP value 10000)

Top 10 Holdings

Company	(%)

Top 10 Sectors

Sectors	(%)

Instrument Holdings

Instruments	(%)

Asset Allocation

Market Cap Allocation

Credit Rating

Rating	(%)

SIP Performance

Start Date

End Date

Investment Amount

Lumpsum Performance

Start Date

End Date

Investment Amount

Cost of Delay

Investment Date

Delayed Investment Date

Amount

Rolling Returns rolled daily for the period

Ratios	[%]

What's In What's Out

What's In

Company Name	Mkt Value ( in Cr)	Holdings (%)

What's Out

Company Name	Mkt Value ( in Cr)	Holdings (%)

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