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Summary Info
Fund Name Nippon India Mutual Fund
Scheme Name Nippon India Floater Fund - Direct (IDCW-M)
AMC Nippon India Mutual Fund
Type Open
Category Short Term Income Funds
Launch Date 01-Jan-13
Fund Manager Vikas Agrawal
Net Assets(Rs. cr) 8377.73
NAV Details
NAV Date 24-Oct-25
NAV (Rs) 11.33
Buy/Repurchase Price (Rs) 0.00
Sell/Resale Price (Rs) 0.00
Entry Load % Nil
Exit Load % Nil
NAV Graph
Latest Payouts
  Dividends Bonus
Ratio 0.45 % NA
Record Date 19-Sep-25 NA
Investment Details
Tax Benefits NA
Min. Investment(Rs) 5000
Increm.Investment(Rs) 1000
Performance Date :24-Oct-25
  1 Week (%) 1 Month (%) 3 Month (%) 6 Month (%) 1 Year (%) 3 Year (%) 5 Year (%) Since INC (%)
Scheme Return -0.74 -0.03 0.66 4.59 8.61 8.00 6.15 7.72
Category Avg 0.05 0.67 1.19 3.13 8.13 7.80 6.15 7.14
Category Best 0.18 1.05 2.12 4.93 9.99 10.64 10.65 12.28
Category Worst -0.71 -0.44 0.01 0.45 0.96 5.02 4.09 0.41
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 movements 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.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] TR [%]
0.0240 0.2453 2.5035 1.9812 0.9257
Asset Allocation
Holdings 15-Oct-25
Company Name % Hold
S I D B I 5.48
I R F C 5.41
N A B A R D 5.25
Summit Digitel. 4.25
REC Ltd 4.21
LIC Housing Fin. 3.13
Power Fin.Corpn. 3.03
Jamnagar Utiliti 2.75
Toyota Financial 2.72
Aditya Birla Hsg 2.64
M & M Fin. Serv. 1.85
Bharti Telecom 1.79
SMFG India 1.21
Nomura Capital 1.20
Pipeline Infra 1.07
Sikka Ports 0.98
Natl. Hous. Bank 0.91
E X I M Bank 0.91
Aditya Birla Cap 0.90
Jio Credit 0.90
L&T Finance Ltd 0.90
Poonawalla Fin 0.89
Tata Capital 0.75
Tata Cap.Hsg. 0.74
Nomura Fixed 0.61
IndiGrid Trust 0.61
Bajaj Finance 0.61
H U D C O 0.60
Nuclear Power Co 0.31
Bajaj Housing 0.31
L&T Metro Rail 0.30
M R P L 0.08
Sundaram Home 2.29
National High 0.23
KOTAK MAHI. INV. 0.15
GSEC 2.69
GSEC 2.55
GSEC 2.20
GSEC 2.12
GSEC 1.88
GSEC 1.75
GSEC 1.32
GSEC 1.21
GSEC 1.20
GSEC 0.99
GSEC 0.86
GSEC 0.77
GSEC 0.69
GSEC 0.66
GSEC 0.65
GSEC2029 0.63
GSEC 0.62
GSEC 0.62
GSEC 0.60
GSEC2029 6.90 0.59
GSEC 0.57
GSEC 0.48
GSEC 0.31
GSEC 0.30
GSEC 0.25
GSEC 0.24
GSEC 0.18
GSEC2026 0.07
GSEC 0.04
GSEC 0.01
TREPS 0.72
Indus Inf. Trust 3.70
Siddhivinayak Securitisation Trust 2.10
Radhakrishna Securitisation Trust 1.50
Shivshakti Securitisation Trust 1.26
Net CA & Others 2.22
Interest Rate Swaps Pay Fixed and Receive Floating -0.06
Canara Bank 0.59
Kotak Mah. Bank 0.58
C C I 0.03
CDMDF (Class A2) 0.28
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