Nippon India Mutual Fund Update: Top Funds, New Offers, and Scheme Mergers as of April 17
On April 17, Nippon India Mutual Fund announced new fund offers, top-performing schemes, and key scheme mergers, offering fresh investment opportunities to mutual fund investors.
Key Highlights:
As of April 17, 2025, Nippon India Mutual Fund, one of India’s leading asset management companies, has released significant updates that could impact retail and institutional investors alike. From stellar performance in flagship equity schemes to the launch of two new NFOs and critical scheme mergers, the day’s updates reflect the fund house’s evolving strategy in a dynamic market.
Top Performing Nippon Mutual Fund Schemes
🟢 1. Nippon India Growth Fund – Growth (Mid Cap)
- NAV (April 16, 2025): ₹3,734.45
- 1-Year Return: 11.94%
- 3-Year Return: 21.62%
- 5-Year Return: 33.00%
- Expense Ratio: 1.58%
- Exit Load: 1% (if redeemed within 1 month)
- AUM: ₹33,174.74 crore
The fund continues to outperform its mid-cap peers, drawing consistent interest from long-term investors.
🟢 2. Nippon India Small Cap Fund – Direct Growth
- NAV (April 16, 2025): ₹171.50
- 1-Year Return: 5.79%
- 3-Year Return: 21.33%
- 5-Year Return: 39.36%
- Expense Ratio: 0.73%
- AUM: ₹55,491 crore
Small-cap exposure through this scheme has remained one of the most rewarding in the category, with nearly 40% return over 5 years.
🚀 New Fund Offers (NFOs) Launched
On April 16, 2025, Nippon India Mutual Fund launched two open-ended index funds, both offering low-cost diversification in focused equity themes.
🔹 Nippon India Nifty 500 Quality 50 Index Fund
🔹 Nippon India Nifty 500 Low Volatility 50 Index Fund
- NFO Window: April 16 – April 30, 2025
- Minimum Investment: ₹1,000
- Exit Load: Nil
- Fund Manager: Jitendra Tolani
- Risk Profile: Very High
These funds aim to replicate focused sub-indices within the Nifty 500, catering to investors seeking quality and lower volatility equity strategies.
🔁 Scheme Mergers Effective April 23, 2025
As part of rationalizing its offerings, Nippon India Mutual Fund will merge three quarterly interval series schemes into its Liquid Fund:
- Nippon India Quarterly Interval Series I
- Nippon India Quarterly Interval Series II
- Nippon India Quarterly Interval Series III
🔸 Exit window: March 24 – April 22, 2025
🔸 Exit Load: Waived during exit period
Investors are advised to switch or redeem units before April 23 to avoid automatic transfer into the Liquid Fund.
📱 Digital Transformation with Adobe
Nippon India has expanded its partnership with Adobe to enhance digital onboarding, investor servicing, and engagement. AI-backed automation will personalize investor journeys and enable smarter portfolio tracking across devices.
What This Means for You
For Retail Investors:
- Small and mid-cap funds from Nippon India remain lucrative for long-term wealth creation.
- The new NFOs offer diversified exposure in focused index strategies—ideal for passive investors.
For Institutional Participants:
- The scheme merger may affect institutional liquidity and needs close review for large corporate cash flow management.
- Digital enhancements could streamline reporting and client onboarding for high-volume channels.
How to Take Action
- Review your holdings in interval series schemes and switch to relevant alternatives before April 23.
- Consider subscribing to the new NFOs if looking for thematic diversification at low costs.
- Use Nippon’s upgraded app interface to track NAVs, set SIPs, and execute switches smoothly.
Who Will Be Affected
- Existing investors in quarterly interval funds will see their capital moved unless acted upon.
- New investors seeking to enter thematic or passive investing will benefit from the NFO offerings.
- Digital-savvy investors will see smoother portfolio management via Adobe-integrated tools.
Nippon India Mutual Fund Delivers Performance and Innovation in April 2025
From high double-digit returns in its equity schemes to fresh low-cost NFOs and key fund mergers, Nippon India Mutual Fund is taking proactive steps to enhance investor outcomes. With its ongoing digital transformation and strategy consolidation, it continues to lead India’s mutual fund landscape with adaptability and performance focus.
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