MF Gyan
otherVery high risk9 years oldAccelerating recently (last 6m ≈ 26% p.a.)

NIPPON INDIA CAPITAL BUILDER FUND IV - SERIES B - DIRECT Plan - IDCW Option

A specialised fund. Check the scheme details for what it invests in. From Nippon India Mutual Fund. It's been running since 16 Nov 2017.

Latest price per unit
₹13.8922
▲ 0.06% today
As of 6 Jan 2023 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹98.0k
▼ ₹2.0k loss · -2.0% / year
Invested 3 years ago
₹1.75 L
▲ ₹75.0k gain · 20.5% / year
Invested 5 years ago
₹1.38 L
▲ ₹38.1k gain · 6.7% / 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₹1.80 L
Value today₹2.61 L
Gain / loss+₹81.2k
XIRR (annualised)26.95%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹2.79 L
Projected gain*+₹98.7k
*at this fund's historical rate of 26.95% 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
-1.97%median 11.70% (-13.67%)
Rank #181 of 261Beats 27% of peers
3-year return
20.52%median 8.79% (+11.73%)
Rank #37 of 261Beats 81% of peers
5-year return
6.67%median 3.24% (+3.43%)
Rank #11 of 261Beats 66% of peers
Bumpiness (3Y)
23.32%median 18.29% (+5.03%)
Rank #250 of 261Less risky than 4% of peers
Worst-ever drop
-52.28%median -35.12% (-17.16%)
Rank #28 of 261Less risky than 89% 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. 4 of last 7 years were positive.

+4%
2017
-18%
2018
-1%
2019
+6%
2020
+64%
2021
-2%
2022
+0%
2023
Best year
2021 · 64.23%
Worst year
2018 · -18.13%

Price over time

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

Bumpiness & worst drops

Day-to-day bumpiness
23.3%

The value swings roughly 23% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-52.28%

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 B - DIRECT Plan - IDCW Option against other other funds.

Technical details (for the pros)
CAGR — 1 year-1.97%
CAGR — 3 years20.52%
CAGR — 5 years6.67%
CAGR — since launch7.28%
Volatility — 1 year (annualised)17.35%
Volatility — 3 years (annualised)23.32%
Max drawdown — 1 year-20.56%
Max drawdown — 3 years-42.22%
Sharpe ratio — 1 year (rf=6%)-0.46
Sharpe ratio — 3 years (rf=6%)0.56

Fund info

Fund house
Nippon India Mutual Fund
Category
Growth
Plan
Direct
Option
IDCW
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
141898
First price on record
16 Nov 2017 · 1,268 daily prices

About NIPPON INDIA CAPITAL BUILDER FUND IV - SERIES B - DIRECT Plan - IDCW Option

NIPPON INDIA CAPITAL BUILDER FUND IV - SERIES B - DIRECT Plan - IDCW Option is a Growth offered by Nippon India Mutual Fund under the Direct plan with the IDCW 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 B - DIRECT Plan - IDCW Option is ₹13.8922 (as of 6 Jan 2023). Historically, it has delivered -1.96% over the last year, 20.52% CAGR over 3 years, 6.67% CAGR over 5 years. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 23.3% annualised volatility — a "very high" level of bumpiness; its deepest peak-to-trough fall on record was 52.3%. 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 B - DIRECT Plan - IDCW Option?+

The latest NAV of NIPPON INDIA CAPITAL BUILDER FUND IV - SERIES B - DIRECT Plan - IDCW Option is ₹13.8922 as of 6 Jan 2023, up 0.06% 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 B - DIRECT Plan - IDCW Option?+

NIPPON INDIA CAPITAL BUILDER FUND IV - SERIES B - DIRECT Plan - IDCW Option has delivered 1-year return -1.96%, 3-year CAGR 20.52%, 5-year CAGR 6.67%, since-inception CAGR 7.28%. Returns are historical and don't predict future performance — markets move in cycles.

What category does NIPPON INDIA CAPITAL BUILDER FUND IV - SERIES B - DIRECT Plan - IDCW Option belong to?+

NIPPON INDIA CAPITAL BUILDER FUND IV - SERIES B - DIRECT Plan - IDCW 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 B - DIRECT Plan - IDCW Option?+

Based on its 3-year annualised volatility of 23.3%, NIPPON INDIA CAPITAL BUILDER FUND IV - SERIES B - DIRECT Plan - IDCW Option sits in the "very 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 B - DIRECT Plan - IDCW Option a direct plan?+

NIPPON INDIA CAPITAL BUILDER FUND IV - SERIES B - DIRECT Plan - IDCW Option is a Direct plan (no distributor commission — lower expense ratio) with the IDCW option (periodic distributions, taxable at your slab rate).

How old is NIPPON INDIA CAPITAL BUILDER FUND IV - SERIES B - DIRECT Plan - IDCW Option?+

NIPPON INDIA CAPITAL BUILDER FUND IV - SERIES B - DIRECT Plan - IDCW Option has NAV history available from 16 Nov 2017 — approximately 9 years of track record and 1,268 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.