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Sectoral / Thematicregulargrowth📊 NIFTY 500 TRI

Nippon India Innovation Fund-Regular Plan-Growth Option

Nippon India Mutual Fund

#137 of 213 (1Y)

₹14.0152

0.14 (-0.98%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹14.0152

0.14 (-0.98%)

29 May 2026

AMFI: 152034

Direct · Growth

₹₹14.5327

0.14 (-0.97%)

29 May 2026

AMFI: 152033

Regular · IDCW

₹₹14.0152

0.14 (-0.98%)

29 May 2026

AMFI: 152036

Direct · IDCW

₹₹14.5327

0.14 (-0.97%)

29 May 2026

AMFI: 152035

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-2.21%
1 Month-2.17%
3 Months-3.63%
6 Months-7.30%
1 Year-0.11%
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Aug 2023)+11.81%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP-4.53%
3 Year SIP
5 Year SIP
Since Inception (Aug 2023)+4.16%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹16,500

Invested

₹17,942

Value today

6.0%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹1,402

Value today

13.1%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹7,45,508

Value today

-11.3%

vs lumpsum

Direct lumpsum would have beaten STP by 11.3% — but STP reduced timing risk

Model your own STP with real NAV

Beat the benchmark — ₹500/month SIP

Same SIP in this fund vs the benchmark index

This fund

₹17,942

Benchmark

₹17,636

+₹306 extra wealth vs the benchmark index

Backtest this SIP yourself

Direct vs Regular — ₹500/month over 2 years

Expense ratio drag on your actual returns

Direct plan

₹12,984

Regular plan

₹12,803

Direct earns ₹181 more on a ₹12K investment0.75% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseNippon India Mutual Fund
CategorySectoral / Thematic
Plan Typeregular
Optiongrowth
AUM₹2,702 Cr
Expense Ratio1.97%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkNIFTY 500 TRI ✓
Launch Date28 Aug 2023
AMFI Code152034

Risk Metrics

Trailing 1 year, annualised

-0.34

Sharpe Ratio

-0.03

Alpha

0.46

Beta

-0.32

Sortino

15.81%

Std Dev

-18.30%

Max Drawdown

Portfolio Holdings

Top 50 holdings · as of Mar 2026

Security% NAV

Info Edge (India) Limited

INE663F01032

4.40%

Info Edge (India) Limited

INE663F01032

4.40%

Eternal Limited

INE758T01015

4.24%

Varun Beverages Limited

INE200M01039

4.16%

Samvardhana Motherson International Limited

INE775A01035

4.13%

Samvardhana Motherson International Limited

INE775A01035

4.06%

Samvardhana Motherson International Limited

INE775A01035

4.06%

Avenue Supermarts Limited

INE192R01011

3.99%

Avenue Supermarts Limited

INE192R01011

3.99%

ZF Commercial Vehicle Control Systems India Limited

INE342J01019

3.97%

ZF Commercial Vehicle Control Systems India Limited

INE342J01019

3.97%

Trent Limited

INE849A01020

3.92%

Info Edge (India) Limited

INE663F01032

3.90%

ZF Commercial Vehicle Control Systems India Limited

INE342J01019

3.73%

Avenue Supermarts Limited

INE192R01011

3.66%

Delhivery Limited

INE148O01028

3.61%

Delhivery Limited

INE148O01028

3.61%

Trent Limited

INE849A01020

3.54%

3M India Limited

INE470A01017

3.54%

Trent Limited

INE849A01020

3.54%

3M India Limited

INE470A01017

3.54%

Eternal Limited

INE758T01015

3.53%

Eternal Limited

INE758T01015

3.53%

Varun Beverages Limited

INE200M01039

3.53%

Varun Beverages Limited

INE200M01039

3.53%

3M India Limited

INE470A01017

3.44%

Siemens Energy India Limited

INE1NPP01017

3.19%

Siemens Energy India Limited

INE1NPP01017

3.19%

FSN E-Commerce Ventures Limited

INE388Y01029

3.05%

FSN E-Commerce Ventures Limited

INE388Y01029

3.05%

FSN E-Commerce Ventures Limited

INE388Y01029

3.02%

Siemens Energy India Limited

INE1NPP01017

2.93%

Bajaj Finserv Limited

INE918I01026

2.87%

Swiggy Limited

INE00H001014

2.87%

Bajaj Finserv Limited

INE918I01026

2.87%

Axis Bank Limited

INE238A01034

2.85%

Axis Bank Limited

INE238A01034

2.85%

ICICI Bank Limited

INE090A01021

2.83%

ICICI Bank Limited

INE090A01021

2.83%

Swiggy Limited

INE00H001014

2.76%

Swiggy Limited

INE00H001014

2.76%

Axis Bank Limited

INE238A01034

2.74%

Bajaj Finserv Limited

INE918I01026

2.70%

ICICI Bank Limited

INE090A01021

2.61%

ABB India Limited

INE117A01022

2.43%

ABB India Limited

INE117A01022

2.43%

Reliance Industries Limited

INE002A01018

2.37%

Reliance Industries Limited

INE002A01018

2.37%

Kirloskar Oil Engines Limited

INE146L01010

2.24%

Kirloskar Oil Engines Limited

INE146L01010

2.24%

Performance Comparison

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Investment Objective

Nippon India Innovation Fund-Regular Plan-Growth Option invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.

About This Fund

Nippon India Innovation Fund-Regular Plan-Growth Option is a Sectoral / Thematic mutual fund offered by Nippon India Mutual Fund. The fund has been operational for over 2 years. It manages assets worth ₹2,702 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 1.97%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations