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Funds Managed by Mr. Sushil Budhia

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Nippon India Equity Savings Fund Number of Segregated Portfolios - 2An open ended scheme investing in equity, arbitrage and debtLatest NAV: 9.1579
(Mar 27 , 2020)



Product label

This product is suitable for investors who are seeking*:

  • Income and Capital Appreciation over long term
  • Investment predominantly in arbitrage opportunities between cash & derivative market and in unhedged equity

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them

Nippon India Equity Hybrid Fund Number of Segregated Portfolios - 2An open ended hybrid scheme investing predominantly in equity and equity related instrumentsLatest NAV: 35.5434
(Mar 27 , 2020)



NAV as on Feb 29, 2020: ` 50.5826

Performance of Nippon India Equity Hybr​id Fund as on 29/0​2/2020
Particulars1 Year CAGR %3 Year CAGR %5 Year CAGR %Since Inception
Nippon India Equity Hybrid Fund -1.812.874.8311.63
B:CRISIL Hybrid 35+65 - Aggressive Index 7.958.497.5611.77
AB: S&P BSE Sensex TRI7.9111.376.9413.96
Value of `10000 Invested
Nippon India Equity Hybrid Fund9,81910,88612,66650,582
B:CRISIL Hybrid 35+65 - Aggressive Index 10,79512,76814,40551,500
AB: S&P BSE Sensex ​TRI10,79113,81213,99268,603
Inception Date: Jun 8, 2005
​​​B - Benchmark    |   AB - Additional Benchmark |   TRI - Total Return Index
​​​Fund Manager: Sanjay Parekh (Since Apr 2012), Sushil Budhia w.e.f. 1st Feb,2020
The Scheme Returns are inclusive of the impact of Segregation of portfolio in the respective schemes. For impact on NAV on account of Segregation of portfolio, please refer SID/KIM of the Scheme.
Segregated Portfolio 1 - The total impact on the NAV is 0.25%. Out of this, 0.15% is due to the credit event and 0.10% is due to segregation decision post the credit event (accordingly for this 0.10%, new units have been allotted and is reflected in the segregated portfolio).
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​​​PERFORMANCE OF OTHER OPEN ENDED SCHEMES MANAGED BY FUND MANAGER: Sanjay Parekh

Scheme Name/sCAGR %
1 Year Return 3 Years Return5 Years Return
Scheme Benchmark Scheme Benchmark Scheme Benchmark
Nippon India Retirement Fund - Income Generation Scheme11.8914.556.858.926.608.77
Nippon India Retirement Fund - Wealth Creation Scheme -0.744.213.547.604.196.43
Nippon India Hybrid Bond Fund-5.0612.472.438.413.988.52
Nippon India Equity Savings Fund##-9.397.23-0.057.75N.A.N.A.
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​​Note​:

a.Mr. Sanjay Parekh manages 5 open-ended schemes of Nippon India Mutual Fund .

b. In case the number of schemes managed by a fund manager is more than six, in the performance data of other schemes, the top 3 and bottom 3 schemes managed by fund manager has been provided herein.

c. Period for which scheme’s performance has been provided is computed basis last day of the month-end preceding the date of advertisement.

d. Different plans shall have a different expense structure. The performance details provided herein are of Growth Plan (Regular Plan).

TRI - Total Returns Index reflects the returns on the index arising from (a) constituent stock price movements and (b) dividend receipts from constituent index stocks, thereby showing a true picture of returns.

The performance of the equity scheme is benchmarked to the Total Return variant of the Index.

Mr. Sanjay Parekh has been managing Nippon India Hybrid Bond Fund since Apr 2012, Nippon India Nippon India Equity Hybrid Fund since Apr 2012, Nippon India Retirement Fund - Wealth Creation Scheme since Feb 2015, Nippon India Retirement Fund - Income Generation Scheme since Feb 2015, Nippon India Equity Savings Fund since May 2015

Past performance may or may not be sustained in future and the same may not necessarily provide the basis for comparison with other Investment. Dividends (if any) are assumed to be reinvested at the prevailing NAV. In case of LIQUIDBEES, returns are based on gross dividend per unit declared by the Fund. Bonus (if any) declared has been adjusted. Performance of dividend option would be Net of Dividend distribution tax, if any. Face value of scheme is `10/- per unit. Face Value of Nippon India Low Duration Fund is `1000/- per unit. Face Value of Nippon India Money Market Fund, Nippon India Liquid Fund, Nippon India Ultra Short Duration Fund is `1000/- per unit w.e.f 5th Aug 2012. Face value of Nippon India ETF Junior BeES is `1.25/- per unit. Face value of Nippon India ETF Liquid BeES is `1000/- per unit. Face Value of Nippon India ETF Nifty BeES, Nippon India ETF Bank BeES, Nippon India ETF PSU Bank BeES, Nippon India ETF NV20, Nippon India ETF Hang Seng BeES has changed from `10/- per unit to `1/- per unit w.e.f 20th Dec 2019. Face value of Nippon India ETF Gold BeES has changed from `100/- per unit to `1/- per unit w.e.f 20th Dec 2019. Nippon India Overnight Fund is `100/- per unit. In case, the start/end date of the concerned period is non-business day (NBD), the NAV of the previous date is considered for computation of returns. Schemes which have not completed one year, performance details for the same are not provided. Performance details of closed ended schemes are not provided since these are not comparable with other schemes.​​​​Different plans shall have a different expense structure. The performance details provided herein are of Growth Plan (Regular Plan).

Note:

##The Scheme Returns are inclusive of the impact of Segregation of portfolio in the respective schemes. For impact on NAV on account of Segregation of portfolio, please refer SID/KIM of the relevant Schemes.

​​

​​PERFORMANCE OF OTHER OPEN ENDED SCHEMES MANAGED BY FUND MANAGER: Sushil Budhia

Scheme Name/sCAGR %
1 Year Return 3 Years Return5 Years Return
Scheme Benchmark Scheme Benchmark Scheme Benchmark
Nippon India Credit Risk Fund1.229.854.668.176.468.85
Nippon India Strategic Debt Fund-3.2011.252.558.235.319.22
Nippon India Hybrid Bond Fund-5.0612.472.438.413.988.52
Nippon India Equity Savings Fund##-9.397.23-0.057.75N.A.N.A.

​​Note​:

a.Mr. Sanjay Parekh manages 5 open-ended schemes of Nippon India Mutual Fund .

b. In case the number of schemes managed by a fund manager is more than six, performance data of other scheme the top 3 and bottom 3 schemes managed by fund manager has been provided herein.

c. Period for which scheme’s performance has been provided is computed basis last day of the month-end preceding the date of advertisement.

d. Different plans shall have a different expense structure. The performance details provided herein are of Growth Plan (Regular Plan).

Mr. Sushil Budhia has been managing Nippon India Credit Risk Fund since Feb 2020, Nippon India Strategic Debt Fund since Feb 2020, Nippon India Hybrid Bond Fund since Feb 2020, Nippon India Equity Hybrid Fund since Feb 2020, Nippon India Equity Savings Fund since Feb 2020 ​

 

Note:

##The Scheme Returns are inclusive of the impact of Segregation of portfolio in the respective schemes. For impact on NAV on account of Segregation of portfolio, please refer SID/KIM of the relevant Schemes.








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Product label

This product is suitable for investors who are seeking*:

  • Long term capital growth
  • Investment in equity and equity related instruments and fixed income instruments

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them

Nippon India Credit Risk Fund (Number of Segregated Portfolios- 2)An open ended debt scheme predominantly investing in AA and below rated corporate bonds (excluding AA+ rated corporate bonds)Latest NAV: 22.8004
(Mar 27 , 2020)



NAV as on Feb 29, 2020: ` 25.8023

Performance of Nippon India Credit Risk Fund as on 29/02/2020
Particulars1 Year CAGR %3 Year CAGR %5 Year CAGR %Since Inception
Nippon India Credit Risk Fund 1.224.666.466.64
B: NIFTY Credit Risk Bond Index9.85
8.178.858.93
AB: Crisil 10 Yr Gilt Index13.286.697.706.65
Value of `10000 Invested
Nippon India Credit Risk Fund 10,122 11,465 13,683 25,802
B: NIFTY Credit Risk Bond Index 10,985 12,655 15,287 35,273
AB: Crisil 10 Yr Gilt Index 11,328 12,143 14,498 25,823
Inception Date: Jun 08, 2005
B - Benchmark    |   AB - Additional Benchmark   
Fund Manager: Sushil Budhia w.e.f. 1st Feb,2020
The scheme returns are inclusive of the impact of segregation of portfolio. For complete details, please refer SID/KIM of the Scheme.
Segregated Portfolio 1 - Impact of segregation on NAV is negative (0.56%).

PERFORMANCE OF OTHER OPEN ENDED SCHEMES MANAGED BY FUND MANAGER​ : Sushil Budhia

Scheme Name/sCAGR %
1 Year Return 3 Years Return5 Years Return
Scheme Benchmark Scheme Benchmark Scheme Benchmark
Nippon India Equity Hybrid Fund## -1.817.952.878.494.837.56
Nippon India Strategic Debt Fund -3.2011.252.558.235.319.22
Nippon India Hybrid Bond Fund -5.0612.472.438.413.988.52
Nippon India Equity Savings Fund## -9.397.23-0.057.75N.A.N.A.

​Note:

a. Sushil Budhi manages 5 open-ended schemes of Nippon India Mutual Fund .

b. In case the number of schemes managed by a fund manager is more than six, in the performance data of other schemes, the top 3 and bottom 3 schemes managed by fund manager has been provided herein.

c. Period for which scheme’s performance has been provided is computed basis last day of the month-end preceding the date of advertisement.

d. Different plans shall have a different expense structure. The performance details provided herein are of Growth Plan (Regular Plan) .

*The Scheme does not offer any Plans/Options. The performance details are provided at Scheme level using Dividend Reinvestment NAV's.

​Sushil Budhia has been managing Nippon India Credit Risk Fund since Feb 2020,Nippon India Strategic Debt Fund since Feb 2020, Nippon India Hybrid Bond Fund since Feb 2020, Nippon India Equity Hybrid Fund since Feb 2020, Nippon India Equity Savings Fund since Feb 2020.

Past performance may or may not be sustained in future and the same may not necessarily provide the basis for comparison with other Investment. Dividends (if any) are assumed to be reinvested at the prevailing NAV. In case of LIQUIDBEES, returns are based on gross dividend per unit declared by the Fund. Bonus (if any) declared has been adjusted. Performance of dividend option would be Net of Dividend distribution tax, if any. Face value of scheme is `10/- per unit. Face Value of Nippon India Low Duration Fund is `1000/- per unit. Face Value of Nippon India Money Market Fund, Nippon India Liquid Fund, Nippon India Ultra Short Duration Fund is `1000/- per unit w.e.f 5th Aug 2012. Face value of Nippon India ETF Junior BeES is `1.25/- per unit. Face value of Nippon India ETF Liquid BeES is `1000/- per unit. Face Value of Nippon India ETF Nifty BeES, Nippon India ETF Bank BeES, Nippon India ETF PSU Bank BeES, Nippon India ETF NV20, Nippon India ETF Hang Seng BeES has changed from `10/- per unit to `1/- per unit w.e.f 20th Dec 2019. Face value of Nippon India ETF Gold BeES has changed from `100/- per unit to `1/- per unit w.e.f 20th Dec 2019. Face value of Nippon India Overnight Fund is `100/- per unit. In case, the start/end date of the concerned period is non-business day (NBD), the NAV of the previous date is considered for computation of returns. Schemes which have not completed one year, performance details for the same are not provided. Performance details of closed ended schemes are not provided since these are not comparable with other schemes.Different plans shall have a different expense structure. The performance details provided herein are of Growth Plan (Regular Plan) .

Note:

##The Scheme Returns are inclusive of the impact of Segregation of portfolio in the respective schemes. For impact on NAV on account of Segregation of portfolio, please refer SID/KIM of the relevant Schemes.




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​​

Product label

This product is suitable for investors who are seeking*:

  • Income over medium term.
  • Investment predominantly in AA and below rated corporate bonds

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them

Nippon India Strategic Debt Fund (Number of Segregated Portfolios - 2)An open ended medium term debt scheme investing in instruments such that the Macaulay duration of the portfolio is between 3 to 4 years. (Please refer to the page number 14 of the Scheme Information Document on which the concept of Macaulay’s Duration has been explained)Latest NAV: 10.4775
(Mar 27 , 2020)



NAV as on Feb 29, 2020: `​ 14.043

Performance of Nippon India Strategic Debt Fund as on 29/02/2020
Particulars1 Year CAGR %3 Year CAGR %5 Year CAGR %Since Inception
Nippon India Strategic Debt Fund -3.202.555.316.16
B: Custom Benchmark*11.258.239.229.68
AB: Crisil 10 Yr Gilt Index13.286.697.708.76
Value of `10000 Invested
Nippon India Strategic Debt Fund 9,680 10,785 12,955 14,043
B: Custom Benchmark*
11,125 12,678 15,548 16,899
AB: Crisil 10 Yr Gilt Index 11,328 12,143 14,498 16,108
Inception Date: Jun 26, 2014
B - Benchmark    |   AB - Additional Benchmark   
Fund Manager: Sushil Budhia w.e.f. 1st Feb,2020
*25% of CRISIL AAA Medium Term Bond Index + 25% of CRISIL AA+ Medium Term Bond Index + 25% of CRISIL AA Medium Term Bond Index + 25% of CRISIL AA- Medium Term Bond Index
NA stands for schemes in existence for more than 1 year but less than 3 years or 5 years or instances where benchmark data for corresponding period is not available.
The scheme returns are inclusive of the impact of segregation of portfolio. For complete details, please refer SID/KIM of the Scheme.
Segregated Portfolio 1 - Impact of segregation on NAV is negative (0.37%).

PERFORMANCE OF OTHER OPEN ENDED SCHEMES MANAGED BY FUND MANAGER : Sushil Budhia

Scheme Name/sCAGR %
1 Year Return 3 Years Return5 Years Return
Scheme Benchmark Scheme Benchmark Scheme Benchmark
Nippon India Credit Risk Fund 1.229.854.668.176.468.85
Nippon India Equity Hybrid Fund## -1.817.952.878.494.837.56
Nippon India Hybrid Bond Fund -5.0612.472.438.413.988.52
Nippon India Equity Savings Fund## -9.397.23-0.057.75N.A.N.A.

Note:

a. Sushil Budhia manages 5 open-ended schemes of Nippon India Mutual Fund .

b. In case the number of schemes managed by a fund manager is more than six, in the performance data of other schemes, the top 3 and bottom 3 schemes managed by fund manager has been provided herein.

c. Period for which scheme’s performance has been provided is computed basis last day of the month-end preceding the date of advertisement.

d. Different plans shall have a different expense structure. The performance details provided herein are of Growth Plan (Regular Plan) .

*The Scheme does not offer any Plans/Options. The performance details are provided at Scheme level using Dividend Reinvestment NAV's.

Sushil Budhia has been managing Nippon India Credit Risk Fund since Feb 2020, Nippon India Strategic Debt Fund since Feb 2020, Nippon India Hybrid Bond Fund since Feb 2020, Nippon India Equity Hybrid Fund since Feb 2020, Nippon India Equity Savings Fund since Feb 2020

Past performance may or may not be sustained in future and the same may not necessarily provide the basis for comparison with other Investment. Dividends (if any) are assumed to be reinvested at the prevailing NAV. In case of LIQUIDBEES, returns are based on gross dividend per unit declared by the Fund. Bonus (if any) declared has been adjusted. Performance of dividend option would be Net of Dividend distribution tax, if any. Face value of scheme is `10/- per unit. Face Value of Nippon India Low Duration Fund is `1000/- per unit. Face Value of Nippon India Money Market Fund, Nippon India Liquid Fund, Nippon India Ultra Short Duration Fund is `1000/- per unit w.e.f 5th Aug 2012. Face value of Nippon India ETF Junior BeES is `1.25/- per unit. Face value of Nippon India ETF Liquid BeES is `1000/- per unit. Face Value of Nippon India ETF Nifty BeES, Nippon India ETF Bank BeES, Nippon India ETF PSU Bank BeES, Nippon India ETF NV20, Nippon India ETF Hang Seng BeES has changed from `10/- per unit to `1/- per unit w.e.f 20th Dec 2019. Face value of Nippon India ETF Gold BeES has changed from `100/- per unit to `1/- per unit w.e.f 20th Dec 2019.​ Face value of Nippon India Overnight Fund is `100/- per unit. In case, the start/end date of the concerned period is non-business day (NBD), the NAV of the previous date is considered for computation of returns. Schemes which have not completed one year, performance details for the same are not provided. Performance details of closed ended schemes are not provided since these are not comparable with other schemes.Different plans shall have a different expense structure. The performance details provided herein are of Growth Plan (Regular Plan) .

Note:

##The Scheme Returns are inclusive of the impact of Segregation of portfolio in the respective schemes. For impact on NAV on account of Segregation of portfolio, please refer SID/KIM of the relevant Schemes.








​​

Product label

This product is suitable for investors who are seeking*:

  • Income over medium term
  • Investment predominantly in debt and money market instruments with portfolio Macaulay Duration of 3 - 4 yrs

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them

Nippon India Hybrid Bond Fund (Number of Segregated Portfolios - 2)An open ended hybrid scheme investing predominantly in debt instrumentsLatest NAV: 36.4335
(Mar 27 , 2020)



NAV as on Feb 29, 2020: ` 40.7557

Performance of Nippon India Hybrid Bond Fund as on 29/02/2020
Particulars1 Year CAGR %3 Year CAGR %5 Year CAGR %Since Inception
Nippon India Hybrid Bond Fund-5.062.433.989.07
B:CRISIL Hybrid 85+15 - Conservative Index12.478.418.528.17
AB: Crisil 10 Yr Gilt Index13.286.697.705.84
Value of `10000 Invested
Nippon India Hybrid Bond Fund 9,49410,74712,15940,756
B:CRISIL Hybrid 85+15 - Conservative Index11,24712,74315,05735,648
AB: Crisil 10 Yr Gilt Index11,32812,14314,49825,043
Inception Date: Dec 29, 2003
​​​B - Benchmark    |   AB - Additional Benchmark   
Fund Manager: ​Sanjay Parekh (Since Apr 2012), Sushil Budhia w.e.f. 1st Feb,2020
The scheme returns are inclusive of the impact of segregation of portfolio. For complete details, please refer SID/KIM of the Scheme.
Segregated Portfolio 1 - Impact of segregation on NAV is negative (3.33%).
​​

​​PERFORMANCE OF OTHER OPEN ENDED SCHEMES MANAGED BY FUND MANAGER: Sushil Budhia

Scheme Name/sCAGR %
1 Year Return 3 Years Return5 Years Return
Scheme Benchmark Scheme Benchmark Scheme Benchmark
Nippon India Credit Risk Fund1.229.854.668.176.468.85
Nippon India Equity Hybrid Fund##-1.817.952.878.494.837.56
Nippon India Strategic Debt Fund-3.2011.252.558.235.319.22
Nippon India Equity Savings Fund##-9.397.23-0.057.75N.A.N.A.

​​Note​:

a.Mr. Sanjay Parekh manages 5 open-ended schemes of Nippon India Mutual Fund .

b. In case the number of schemes managed by a fund manager is more than six, performance data of other scheme the top 3 and bottom 3 schemes managed by fund manager has been provided herein.

c. Period for which scheme’s performance has been provided is computed basis last day of the month-end preceding the date of advertisement.

d. Different plans shall have a different expense structure. The performance details provided herein are of Growth Plan (Regular Plan).

Mr. Sushil Budhia has been managing Nippon India Credit Risk Fund since Feb 2020, Nippon India Strategic Debt Fund since Feb 2020, Nippon India Hybrid Bond Fund since Feb 2020, Nippon India Equity Hybrid Fund since Feb 2020, Nippon India Equity Savings Fund since Feb 2020 ​

 

Note:

##The Scheme Returns are inclusive of the impact of Segregation of portfolio in the respective schemes. For impact on NAV on account of Segregation of portfolio, please refer SID/KIM of the relevant Schemes.

​​PERFORMANCE OF OTHER OPEN ENDED SCHEMES MANAGED BY FUND MANAGER: Sanjay Parekh

​Scheme Name/sCAGR %
1 Year Return 3 Years Return5 Years Return
Scheme Benchmark Scheme Benchmark Scheme Benchmark
Nippon India Retirement Fund - Income Generation Scheme11.8914.556.858.926.608.77
Nippon India Retirement Fund - Wealth Creation Scheme -0.744.213.547.604.196.43
Nippon India Equity Hybrid Fund##-1.817.952.878.494.837.56
Nippon India Equity Savings Fund## -9.397.23-0.057.75N.A.N.A.
​​​​

​​Note​:

a.Mr. Sanjay Parekh manages 6 open-ended schemes of Nippon India Mutual Fund .

b. In case the number of schemes managed by a fund manager is more than six, in the performance data of other schemes, the top 3 and bottom 3 schemes managed by fund manager has been provided herein.

c. Period for which scheme’s performance has been provided is computed basis last day of the month-end preceding the date of advertisement.

d. Different plans shall have a different expense structure. The performance details provided herein are of Growth Plan (Regular Plan).

TRI - Total Returns Index reflects the returns on the index arising from (a) constituent stock price movements and (b) dividend receipts from constituent index stocks, thereby showing a true picture of returns.

The performance of the equity scheme is benchmarked to the Total Return variant of the Index.

Mr. Sanjay Parekh has been managing Nippon India Hybrid Bond Fund since Apr 2012, Nippon India Equity Hybrid Fund since Apr 2012, Nippon India Retirement Fund - Wealth Creation Scheme since Feb 2015, Nippon India Retirement Fund - Income Generation Scheme since Feb 2015, Nippon India Equity Savings Fund since May 2015 ​

Past performance may or may not be sustained in future and the same may not necessarily provide the basis for comparison with other Investment. Dividends (if any) are assumed to be reinvested at the prevailing NAV. In case of LIQUIDBEES, returns are based on gross dividend per unit declared by the Fund. Bonus (if any) declared has been adjusted. Performance of dividend option would be Net of Dividend distribution tax, if any. Face value of scheme is `10/- per unit. Face Value of Nippon India Low Duration Fund is `1000/- per unit. Face Value of Nippon India Money Market Fund, Nippon India Liquid Fund, Nippon India Ultra Short Duration Fund is `1000/- per unit w.e.f 5th Aug 2012. Face value of Nippon India ETF Junior BeES is `1.25/- per unit. Face value of Nippon India ETF Liquid BeES is `1000/- per unit. Face Value of Nippon India ETF Nifty BeES, Nippon India ETF Bank BeES, Nippon India ETF PSU Bank BeES, Nippon India ETF NV20, Nippon India ETF Hang Seng BeES has changed from `10/- per unit to `1/- per unit w.e.f 20th Dec 2019. Face value of Nippon India ETF Gold BeES has changed from `100/- per unit to `1/- per unit w.e.f 20th Dec 2019. Face value of Nippon India Overnight Fund is `100/- per unit. In case, the start/end date of the concerned period is non-business day (NBD), the NAV of the previous date is considered for computation of returns. Schemes which have not completed one year, performance details for the same are not provided. Performance details of closed ended schemes are not provided since these are not comparable with other schemes.Different plans shall have a different expense structure. The performance details provided herein are of Growth Plan (Regular Plan).​​​​​​

Note:

##The Scheme Returns are inclusive of the impact of Segregation of portfolio in the respective schemes. For impact on NAV on account of Segregation of portfolio, please refer SID/KIM of the relevant Schemes.

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​​​​​​​

Product label

This product is suitable for investors who are seeking*:

  • Regular income and capital growth over long term
  • Investment in debt & money market instruments and equities & equity related securities

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them

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