MF Gyan
otherHigh risk9 years old

Nippon India Capital Builder Fund IV- Series A- Direct Plan-Growth Option

A specialised fund. Check the scheme details for what it invests in. From Nippon India Mutual Fund. It's been running since 27 Oct 2017.

Latest price per unit
₹10.327
▲ 0.00% today
As of 22 Oct 2020 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹1.05 L
▲ ₹5.2k gain · 5.2% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

SIP simulator

Play with a monthly investment

Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.

₹5.0k
Looking back · real
You would have invested₹60.0k
Value today₹65.6k
Gain / loss+₹5.6k
XIRR (annualised)18.66%
Looking forward · hypothetical
You would invest₹60.0k
Would become*₹66.4k
Projected gain*+₹6.4k
*at this fund's historical rate of 18.66% per year. Actual future returns can be different — sometimes very different.
Value Cumulative invested
Reality check. The backward SIP is real math on real past NAVs. The forward projection assumes the fund keeps up its historical rate — which rarely happens exactly. Past performance is not a promise. MF Gyan does not recommend any specific investment.
How it compares to peers

Vs 260 other funds in Growth

Same plan
1-year return
5.16%median 11.70% (-6.55%)
Rank #152 of 261Beats 38% of peers
Bumpiness (3Y)
19.97%median 18.29% (+1.68%)
Rank #180 of 261Less risky than 31% of peers
Worst-ever drop
-35.74%median -35.12% (-0.63%)
Rank #121 of 261Less risky than 53% of peers

Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.

Year by year

Calendar-year returns. 2 of last 4 years were positive.

+4%
2017
-6%
2018
+7%
2019
-1%
2020
Best year
2019 · 6.71%
Worst year
2018 · -5.67%

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
20.0%

The value swings roughly 20% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-35.74%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Similar funds you might want to look at

Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.

Head-to-head comparisons

Side-by-side comparisons of Nippon India Capital Builder Fund IV- Series A- Direct Plan-Growth Option against other other funds.

Technical details (for the pros)
CAGR — 1 year5.16%
CAGR — 3 years—
CAGR — 5 years—
CAGR — since launch1.12%
Volatility — 1 year (annualised)27.72%
Volatility — 3 years (annualised)19.97%
Max drawdown — 1 year-35.74%
Max drawdown — 3 years-35.74%
Sharpe ratio — 1 year (rf=6%)-0.03
Sharpe ratio — 3 years (rf=6%)-0.24

Fund info

Fund house
Nippon India Mutual Fund
Category
Growth
Plan
Direct
Option
Growth
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
141868
First price on record
27 Oct 2017 · 737 daily prices

About Nippon India Capital Builder Fund IV- Series A- Direct Plan-Growth Option

Nippon India Capital Builder Fund IV- Series A- Direct Plan-Growth Option is a Growth offered by Nippon India Mutual Fund under the Direct plan with the Growth option. It has approximately 9 years of NAV track record. The fund falls in the other category — A specialised fund. Check the scheme details for what it invests in.

The current NAV of Nippon India Capital Builder Fund IV- Series A- Direct Plan-Growth Option is ₹10.3270 (as of 22 Oct 2020). Historically, it has delivered 5.17% over the last year. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 20.0% annualised volatility — a "high" level of bumpiness; its deepest peak-to-trough fall on record was 35.7%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.

Frequently asked

What is the latest NAV of Nippon India Capital Builder Fund IV- Series A- Direct Plan-Growth Option?+

The latest NAV of Nippon India Capital Builder Fund IV- Series A- Direct Plan-Growth Option is ₹10.3270 as of 22 Oct 2020, up 0.00% from the previous day. NAV is updated once a business day after the market close.

What are the returns of Nippon India Capital Builder Fund IV- Series A- Direct Plan-Growth Option?+

Nippon India Capital Builder Fund IV- Series A- Direct Plan-Growth Option has delivered 1-year return 5.17%, since-inception CAGR 1.12%. Returns are historical and don't predict future performance — markets move in cycles.

What category does Nippon India Capital Builder Fund IV- Series A- Direct Plan-Growth Option belong to?+

Nippon India Capital Builder Fund IV- Series A- Direct Plan-Growth Option is categorised as Growth. A specialised fund. Check the scheme details for what it invests in.

How risky is Nippon India Capital Builder Fund IV- Series A- Direct Plan-Growth Option?+

Based on its 3-year annualised volatility of 20.0%, Nippon India Capital Builder Fund IV- Series A- Direct Plan-Growth Option sits in the "high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is Nippon India Capital Builder Fund IV- Series A- Direct Plan-Growth Option a direct plan?+

Nippon India Capital Builder Fund IV- Series A- Direct Plan-Growth Option is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).

How old is Nippon India Capital Builder Fund IV- Series A- Direct Plan-Growth Option?+

Nippon India Capital Builder Fund IV- Series A- Direct Plan-Growth Option has NAV history available from 27 Oct 2017 — approximately 9 years of track record and 737 daily NAV observations.

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.