Latest news with #NipponIndiaMutualFund
Time of India
a day ago
- Business
- Time of India
Which mutual funds are scoring high on value, quality and momentum factors: Insights from Share.Market's MF scorecard
Live Events Mutual fund houses like Nippon India Mutual Fund, HDFC Mutual Fund , ICICI Prudential Mutual Fund, and Franklin Templeton Mutual Fund emerged as the most consistent performers across fund categories. PPFAS Mutual Fund 's two equity funds also stood out for their consistent performance, with a strong focus on Quality and Value the other hand, most of the funds of quant AMC also score 'high' on performance consistency, their funds seem to have significantly higher risk than peers in the respective categories, according to CRISP Mutual Funds on balanced factor exposure yields results, AMCs like ICICI Prudential Mutual Fund, SBI Mutual Fund , and Nippon India Mutual Fund demonstrated strong performance consistency without extreme tilt towards a single investment style, highlighting the effectiveness of balanced strategies, stock selection, and asset allocation Also Read | Smallcap mutual funds emerge as top performers in May with average return of 8%. Opportunity or time for caution? Based on value & momentum styles outperformance, funds with high exposure to Value and Momentum investment styles outperformed across most categories over the past five years, the scorecard the Large & Midcap Funds category, approximately 56% of the funds categorised as high on value style are also high on consistency, and 22% are 'high' on momentum. In the ELSS category, around 55% of the funds with 'high' performance consistency had a 'high' score on value style, and 45% had a 'high' score on core categories, such as flexicap and large cap, have also witnessed a similar trend, with the majority of 'high' consistency performers being 'high' on value and/or momentum investment report also highlights that there are instances of funds that, despite maintaining 'High' exposure to styles that have driven performance over the last 5 years, i.e. High Value and/or High Momentum, have not been able to translate this into strong Consistency scores. This highlights the fact that favourable style factors alone do not guarantee top-tier Read | Should you consider starting SIP or lumpsum in a momentum index fund right now? 'Investors today are overwhelmed with data, but much of it stops at historical returns or risk-adjusted ratings—often leaving them with limited information for investment decision making. At we believe investors deserve more. With our CRISP Mutual Funds Scorecard, we go beyond past performance to offer deeper, actionable insights into how their money is truly being managed. This initiative reflects our commitment to empowering investors with a clearer, more holistic view of mutual fund performance,' said Ujjwal Jain, CEO, (PhonePe Wealth) released the inaugural edition of its 'CRISP Mutual Funds Scorecard' for the quarter ending March 2025 (data considered is for the period April '20 to March '25) CRISP Mutual Funds Scorecard is a quarterly, data-driven evaluation of mutual funds across categories and AMCs, offering investors a comprehensive view of performance, risk, and investment style.
Economic Times
2 days ago
- Business
- Economic Times
NFO Insight: Nippon Income Plus Arbitrage Active FoF opens. Is it time to add this emerging category to your portfolio?
This fund aims to provide stable, tax-efficient returns by strategically allocating assets between debt and arbitrage opportunities. Nippon India Mutual Fund's latest new fund offer of Nippon India Income Plus Arbitrage Active Fund of Fund is open for subscription and will close on June 11. The fund is an open-ended hybrid fund of fund scheme investing in debt and arbitrage primary investment objective of the scheme is to achieve stable returns while navigating market volatilities for its investors which will be pursued by strategically investing in a diversified portfolio of open-ended debt oriented schemes, and units of arbitrage funds of Nippon India Mutual Fund or any other mutual fund(s). Also Read | Volatile Markets and SIPs: What should mutual fund investors do? Nippon India Income Plus Arbitrage Active FOF attempts to provide a better risk adjusted and tax efficient solution for conservative investors. The product seeks to invest in a combination of Debt Funds (less than 65%) and Arbitrage Funds (> 35%) to lower the volatility and offering better tax efficiency for investment tenure of over 2 years,' Saugata Chatterjee, President and CBO at Nippon India Mutual Fund shared with ETMutualFunds.'The product can be considered by investors seeking lower volatility investment solutions with better tax efficiency compared to other traditional alternatives,' he further added. The fund will allocate 95-100% in units of arbitrage fund and debt mutual fund schemes and 0-5% in debt and money market instruments. Nippon India Income Plus Arbitrage Active Fund of Fund is an actively managed fund. The scheme shall invest in units of arbitrage and debt-oriented schemes subject to permissible limits The scheme has the flexibility to manage its allocation of its assets between arbitrage fund and debt-oriented schemes after evaluating various parameters like arbitrage spreads between the cash market and future and options market, credit risk, interest rate risk, liquidity risk and others as found suitable by the fund managers. According to a report by ETBureau, Income plus Arbitrage FoF is a new category of schemes that invest a little less than 65% in fixed income with the balance in arbitrage strategies and some funds also invest in schemes of other fund houses. Experts typically ask investors to avoid investing in NFOs unless they offer something unique. The uniqueness could be that the scheme is offering an investment option that is not available in the market or offering something extra to an existing option. Otherwise, the experts believe investors are better off with an existing scheme with a long performance record. This is because you have some historical data to base your investment decision. You don't have any data when it comes to new to an expert, Income Plus Arbitrage Funds combine high-quality debt and equity arbitrage strategies to deliver low-volatility, tax-efficient returns. Also Read | Smallcap mutual funds offer 8% average return in May, all equity mutual fund categories end with gains 'They're designed for investors seeking stability without locking into traditional debt products. While this NFO is new, those with a 2–3-year investment horizon and low risk appetite can consider a limited allocation, especially if looking for better post-tax outcomes than typical debt funds,' Sagar Shinde, VP Research at Fisdom shared with this category, if the scheme is held for two years, gains are taxed at the rate of 12.5% and if less than two years, the gains are added to investors income and are taxed as per slab rates and these funds are used by investors as debt allocation for tax efficiency, the ET Bureau report expert believes that as Income Plus Arbitrage Funds are hybrid mutual fund schemes that invest in a combination of debt instruments and arbitrage strategies, they offer debt-like stability with added benefit of tax-efficiency and in the current market scenario, conservative investors can consider these funds.'Income Plus Arbitrage Funds are hybrid mutual fund schemes that invest in a combination of debt instruments and arbitrage strategies. Arbitrage involves exploiting price differences between the cash and derivatives markets to generate returns with minimal risk . These funds aim to offer debt-like stability with the added benefit of tax efficiency. Given the current market conditions, it may be suitable for conservative investors seeking stable returns with lower tax implications,' Adhil Shetty, CEO of asserted are around nine funds based on this theme of which one is newly launched and for other eight funds, the respective fund houses have changed the scheme fundamental attribute in the current calendar year. Among these nine funds, UTI Income Plus Arbitrage Active FoF was launched on April 4. Some of the name changes were - Aditya Birla Sun Life Active Debt Multi Manager FoF was rebranded as Aditya Birla Sun Life Debt Plus Arbitrage FoF. Bandhan All Seasons Bond Fund became Bandhan Income Plus Arbitrage Fund of Funds. HSBC Managed Solutions India Growth Fund was renamed HSBC Aggressive Hybrid Active FoF, while Kotak All Weather Debt FoF was restructured as Kotak Income Plus Arbitrage FoF. At present, Union Income Plus Arbitrage Active FOF is under its NFO period and will close for subscription on June 5. Baroda BNP Paribas Income Plus Arbitrage Active Fund of Fund (FoF), Tata Income Plus Arbitrage Active Fund of Fund, and SBI Income Plus Arbitrage Active FOF have completed their NFO period on May 21, May 19, and April 30 Franklin Templeton Mutual Fund announced the change in fundamental attribute of Franklin India Multi-Asset Solution Fund of Fund and the name of the scheme will be changed to Franklin India Income Plus Arbitrage Active Fund of Funds effective from July 4. Also Read | Best mutual fund SIP portfolios to invest in June 2025 Shetty is of the opinion that post the 2023 Budget, gains from traditional debt funds are taxed at the investor's slab rate, making them less attractive for those in higher tax brackets, these funds work by allocating up to 65% in debt instruments and the remaining in arbitrage opportunities, balancing stability and potential returns and while they offer tax advantages and lower volatility, they may not entirely replace traditional debt funds due to their relatively shorter track record and slightly higher expense the other hand, Shinde explains that with arbitrage spreads attractive and interest rates expected to soften, these funds are well-positioned to offer stable returns and they act as substitutes for short-duration debt funds, especially for those in higher tax brackets. 'The mix of fixed income and arbitrage helps them deliver predictable performance with low volatility. However, they work best when held for at least 2–3 years to benefit from favourable taxation and reduce reinvestment risk,' Shinde further shares with these existing funds based on this particular theme, eight have a performance record of one year. ICICI Pru Income plus Arbitrage Active FOF has offered the highest return of around 11.60% in the last one year, followed by DSP Income Plus Arbitrage FoF which offered 10.58% return in the same Income Plus Arbitrage Active FOF and HDFC Income Plus Arbitrage Active FOF offered 7.93% and 5.47% returns respectively in the last one the performance of these funds in the last one year, the experts recommend an allocation of 5-10% or 10-20% in the fixed income portion. Also Read | An underrated solution, finding its due: Radhika Gupta reacts on tax-efficient options beyond equities Shinde shared the allocation one can have and mentioned that a 5–10% allocation in the fixed-income bucket is reasonable and these funds are best suited for investors seeking steady returns over a 2–3-year time frame. 'With a stable rate environment, surplus liquidity, and high-quality debt exposure, the outlook remains constructive. The combination of dynamic allocation and tax efficiency adds to their appeal in the current market setup,' he to the ETBureau story, with equity valuations running high, risk-averse investors are maintaining their distance from the stock market. But to affluent investors seeking tax-efficient options beyond equities, a new breed of mutual fund strategies offer compelling such as arbitrage funds, income plus arbitrage FoFs, multi-asset allocation and precious metal funds (gold/silver) are gaining traction. These funds typically avoid direct equity exposure while offering better post-tax returns than traditional fixed income, the story further recommends that given their moderate risk profile and tax efficiency, Income Plus Arbitrage Funds can be considered as a supplementary investment, especially for those in higher tax brackets seeking stable returns over a medium-term horizon and the suggested allocation could be around 10-20% of the fixed-income portion of one's portfolio. 'The outlook for these funds is positive, especially in volatile markets where arbitrage opportunities are more prevalent. However, investors should be mindful of the fund's expense ratio and the potential variability in returns based on market conditions,' he further shared with should always invest based on their risk appetite, investment horizon, and goals. (Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times) If you have any mutual fund queries, message on ET Mutual Funds on Facebook/Twitter. We will get it answered by our panel of experts. Do share your questions on ETMFqueries@ alongwith your age, risk profile, and Twitter handle.
The Print
28-05-2025
- Business
- The Print
Nippon India MF eyes deeper retail play, expansion in smaller cities to fuel growth
While the overall mutual fund industry in the region grew 20 per cent year-on-year, Nippon India clocked over 27 per cent growth, with Systematic Investment Plan (SIP) inflows rising 55 per cent in FY24 , significantly ahead of the industry's 38 per cent in the region and 34 per cent nationwide. The fund house is particularly bullish on eastern India, where growth continues to outpace the national average, the official added. Kolkata, May 28 (PTI) Nippon India Mutual Fund (MF) is betting big on deeper retail penetration and expansion in smaller towns to double its investor base to 5 crore over the next 7-8 years, a top official said on Wednesday. 'Our strategy is clear, we want to go deeper into the retail market, especially in emerging and underpenetrated regions. That's where India's growth lies. Our current investor base is 2 crore out of 6 crore MF unique investors,' said Sundeep Sikka, Executive Director and CEO, Nippon India Mutual Fund. 'Nippon India is the largest foreign mutual fund in India. What sets us apart is that we have grown the fastest among the top five, despite not having a banking sponsor,' he added. The fund house added 82 lakh investors in FY24, outpacing several bank-sponsored asset management companies (AMCs), and recorded a 27 per cent year-on-year growth in assets under management (AUM), he said. With 269 branches nationwide, Nippon India has established a robust presence in eastern India, operating in 50 locations across 11 states and has achieved what it calls a 'triple milestone' in the region: Rs 50,000 crore in AUM, 50 lakh investor folios, and 50 physical touchpoints in FY'25, Sikka added. 'Key cities like Kolkata, Patna and Ranchi have seen phenomenal three-year SIP growth — 170 per cent, 159 per cent, and 162 per cent, respectively — far outpacing industry averages,' Sikka said. Retail AUM in the east has grown by 29 per cent over the past three years, against the industry average of 25 per cent, with cities such as Bhubaneswar and Durgapur outpacing metros like Delhi and Mumbai in growth rates, he added. Sikka attributed the strong momentum to greater awareness, investor education and a growing shift from unorganised savings to formal investment avenues in tier-II and tier-III cities. On the product front, Nippon India is maintaining a focus on simplicity — prioritising existing offerings and SIPs over frequent new fund launches. 'We're not in a hurry to flood the market with NFOs. Our aim is long-term, sustainable investor growth,' Sikka said. PTI BSM MNB This report is auto-generated from PTI news service. ThePrint holds no responsibility for its content.
Time of India
21-05-2025
- Business
- Time of India
Nippon India launches new passive fund to track BSE Sensex Next 30 Index
BSE Sensex Next 30 TRI has consistently delivered superior returns compared to BSE Sensex. (AI image) Nippon India Mutual Fund has introduced a new passive fund offering. The Nippon India BSE Sensex Next 30 Index Fund will track the BSE Sensex Next 30 Index. Subscriptions begin on May 21 and end on June 4, 2025. Investors now have an opportunity to place their money in underrated blue-chip organisations poised for potential inclusion in the BSE Sensex. The BSE Sensex Next 30 Index consists of enterprises that belong to BSE 100 whilst not being included in BSE Sensex. These 30 organisations are established blue-chip companies with prospects of joining the primary BSE Sensex. Over the past decade, 20 companies have progressed from BSE Sensex Next 30 to BSE Sensex. This index uniquely represents substantial organisations that other indices do not include. The performance data shows that BSE Sensex Next 30 TRI has consistently delivered superior returns compared to BSE Sensex, making it an appealing choice in the ETF sector. The index achieved a CAGR of 26% over five years, whilst BSE Sensex returned 20.3%. During the three-year period, the Next 30 Index delivered 15.7% returns, surpassing the Sensex's 13.4%. Additionally, the BSE Sensex Next 30 Index has demonstrated notably stronger performance compared to both Nifty 50 and Nifty Next 50 TRI over the previous five-year duration. The BSE Sensex Next 30 comprises a diverse portfolio spanning 12 sectors. The index includes prominent corporations such as JSW Steel, Interglobe Aviation, Grasim, ONGC, Bajaj Auto, Adani Enterprises, BPCL, Dr Reddy's Laboratories and Wipro, amongst others. 'The 'Nippon India BSE Sensex Next 30 ETF' and 'Nippon India BSE Sensex Next 30 Index Fund' are strategic additions to our passive product suite. These schemes provide access to a lesser-explored segment of large caps with strong potential through a low-cost, passive approach,' said Arun Sundaresan, Head ETF, Nippon Life India Asset Management. 'As Indian equity markets evolve and broaden, these funds offer investors a unique avenue for diversification and long-term wealth creation . Large Cap oriented strategies appear better placed on a risk-reward basis, making them a core part of long-term portfolios. As the Indian equity landscape broadens, such differentiated strategies can play a core role in long-term portfolios,' he added. Stay informed with the latest business news, updates on bank holidays and public holidays . AI Masterclass for Students. Upskill Young Ones Today!– Join Now
Business Standard
12-05-2025
- Business
- Business Standard
Nippon India Mutual Fund Expands Partnership with Adobe to Drive Digital Transformation
PRNewswire New Delhi [India], May 12: Nippon India Mutual Fund (NIMF) today announced the expansion of its strategic partnership with Adobe to elevate its digital investor experience. As part of this collaboration, NIMF is leveraging generative AI-powered and industry-leading content and digital asset management system from Adobe- Adobe Experience Manager (AEM) Sites and Assets. Aligned with its vision to create an e-commerce-like, persona-driven investor journey, NIMF aims to strengthen its website and mobile app, ensuring a more intuitive and tailored experience for investors. * The move aims to help NIMF create a seamless omnichannel and personalized content experience for investors across digital platforms * This initiative aligns with NIMF's vision to build an e-commerce-like, persona-driven investor experience on its website and mobile app NIMF is investing in digital transformation efforts to better its investor engagement. AEM Sites will design, manage, and deliver dynamic content across NIMF's web and mobile platforms, creating more personalized, persona-driven investor journeys. AEM Assets will streamline asset management workflows, allowing teams to manage media content more efficiently, maintain brand consistency, and accelerate time to market. With these advancements, NIMF aims to reduce bounce rates, increase conversions on website multi-fold and create an omni-channel experience on the website and mobile app. "At Nippon India Mutual Fund, we are dedicated to harnessing digital innovations to enhance investor experiences," said Arpanarghya Saha, Chief Digital Officer, Nippon India Mutual Fund. "With investors' engagement accelerating on digital channels, our aim is to strengthen our digital ecosystem. Adobe has been our trusted partner for many years. As we grow our partnership, the digital applications will empower our teams to create and deliver more personalized experiences for our investors and enable seamless interactions." NIMF has been leveraging Adobe Analytics, Adobe Campaign and Adobe Target for over five years. By using these applications, the company has achieved a 90% increase in open rates and a 150% rise in click-through rates for targeted investor campaigns. "As financial literacy rises in India and more investors enter the equity market, asset management companies are embracing digital-first strategies to stay ahead," said Venu Juvvala, Head of Digital Experience Business at Adobe India. "NIMF's adoption of Adobe's enterprise applications marks a significant step toward Customer Experience Orchestration--our evolved approach to customer experience management that unifies real-time data, content, and generative AI. We are committed to support NIMF in delivering personalized experiences at scale and orchestrating seamless journeys across every touchpoint in India's growing mutual fund industry." About Nippon Life India Asset Management Limited (NAM India) Nippon Life India Asset Management Limited is one of the largest asset managers in India, managing (directly & indirectly) assets across mutual funds including Exchange Traded Funds, managed accounts, including portfolio management services, alternative investments funds, and offshore funds and advisory mandates.
