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This Junior BeES FoF, Rated By Value Research, Has Given 40.91% SIP Returns In 3-Years
You start SIP investing with a long-term financial goal in mind. Typically, the funds are put in an equity mutual fund plan. If you are new to the world of mutual funds, an SIP is one of the best investment options for you. SIPs offer good returns over time. For early or first time investors, it's the smartest way to start investing. Finding a good fund to start Sip is tough as it requires analysis of the fund. In this article, we have given an analysis of one fund that has offered good returns via SIP in 3 Years. It is a new fund. Check out the details below.
Nippon India Junior BeES FoF - Direct Plan-Growth
Launched on 08 March 2019 by the Nippon India Mutual Fund. The fund's Asset Under Management as of 28 February 2022 is Rs 106 Crore. The NAV of this Fund is Rs 15.8632. The expense ratio is 0.02. The expense ratio is below its category average. This is an open-ended equity Large Cap mutual fund scheme fund. It is a medium-sized fund of its category.
This is a moderately risky fund. Also, it is rated 2-Star by Value Research. For investment in this fund, whether Lump-Sum or the SIP, the minimum amount required is Rs 100. This fund has no lock-in period.
Absolute And Annualised Returns
Lump-Sum Investment Returns
In the last 1-year, this fund has given 24.80% returns, whereas, since its inception, it has offered16.15% annual average returns.
| Investment Period | Absolute Returns | Annualised Returns |
|---|---|---|
| 1 Year | 24.80% | 24.80% |
| 2 Year | 109.71% | 44.59% |
| 3 Year | 55.12% | 15.73% |
| Since Inception | 58.63% | 16.15% |
SIP Returns
| SIP Period | Absolute Returns | Annualised Returns |
|---|---|---|
| 1 Year | 8.05% | 15.25% |
| 2 Year | 32.28% | 29.50% |
| 3 Year | 40.91% | 23.59% |
Portfolio
The fund has the majority of its money invested in Financial sectors. It has taken less exposure in Financial sectors compared to other funds in the category.
Disclaimer
Mutual fund investments are subject to market risk. Read all scheme-related documents, and Terms and Conditions carefully before investing. The above-mentioned information is purely informational and doesn't guarantee any return. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.
