Other FoFs (Domestic) Moderate Risk Fund Managers: Sushil Budhia, Vikash Agarwal
Other FoFs (Domestic) Moderate Risk
The primary investment objective of the scheme is to achieve stable returns while navigating market volatilities for its investors. This objective will be pursued by strategically investing in a diversified portfolio of open-ended debt oriented schemes, and units of Arbitrage funds of Nippon India Mutual Fund or any other Mutual Fund.
Expert-managed portfolios tailored to your financial goals.
Estimation is based on the past performance
| FoFs (Domestic) | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | 0.63% | 1.35% | 2.31% | 3.6% | 0% | 0% | 0% | 0% | 0% | 0% | 5.12% |
| Category returns | 3.2% | 0.32% | 1.65% | 4.24% | 7.64% | 8.88% | 12.75% | 11.33% | 11% | 10.18% | N/A |
| Absolute returns | 0.62% | 1.31% | 2.27% | 3.59% | 0% | 0% | 0% | 0% | 0% | 0% | 4.39% |
| Rank within category | 39 | 12 | 18 | 21 | 27 | 26 | 26 | 25 | 23 | 20 | N/A |
| Total Schemes in Category | 45 | 43 | 38 | 35 | 26 | 25 | 25 | 24 | 22 | 19 | N/A |
| FoFs (Domestic) | 2025 | 2026 |
|---|---|---|
| Yearly returns | N/A | 1.45% |
| Q1 returns | N/A | 0.88% |
| Q2 returns | N/A | 0.56% |
| Q3 Returns | 1.16% | N/A |
| Q4 Returns | 1.48% | N/A |
Expense ratio: 0.31%
Inclusive of GST
Exit load
NIL
| Alpha | -0.0142175 |
| Beta | 0.8938 |
| Sharpe Ratio | -0.626192 |
| Sortino Ratio | -1.04615 |
| R-Squared | 0.8487 |
| Tracking Error | 0.0876 |
| Downside Risk | 0.4932 |
| Std. Deviation (Annualised) | 0.7731 |
| FoFs (Domestic) | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Expense Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Nippon India Multi - Asset Omni FoF - Regular Plan - Growth | 7.76% | 1.1% | 3.62% | 8.5% | 13.93% | 20.06% | 17.31% | 0% | 17.6% | 2,236.42 | 1.10 | 0.41 | Very High |
| Aditya Birla Sun Life Multi-Asset Omni FOF - Regular Plan - Growth | 6.41% | -5.8% | 3.36% | 9.71% | 13.81% | 18.23% | 13.86% | 12.87% | 10.62% | 345.88 | 1.17 | 0.35 | Very High |
| Kotak Multi Asset Omni FOF - Growth | 6.03% | -4.69% | 1.45% | 8.62% | 14.43% | 18.08% | 17.12% | 15.02% | 16.04% | 2,274.14 | 1.07 | 0.37 | Very High |
| HSBC Multi Asset Active FOF - Regular Plan - Growth | 8.12% | 0.2% | 6.23% | 12.08% | 19.28% | 17.28% | 13.65% | 12.26% | 12.32% | 83.89 | 1.51 | 0.31 | Very High |
| ICICI Prudential Aggressive Hybrid Active FOF - Growth | 5.4% | -1.73% | -5.75% | -2.93% | 1.71% | 17% | 16.3% | 15.1% | 14.78% | 8,210.94 | 1.49 | 0.29 | Very High |
| Bandhan Aggressive Hybrid Passive FOF - Regular Plan - Growth | 8.84% | 5.46% | 1.45% | 5.13% | 9.48% | 14.99% | 11.93% | 10.19% | 10.12% | 17.89 | 0.57 | 0.24 | High |
| HDFC Multi-Asset Active FOF - Regular Plan - Growth | 4.52% | -1.61% | 0.24% | 4.61% | 7.85% | 14.96% | 0% | 0% | 13.79% | 5,440.86 | 1.13 | 0.35 | Moderately High |
| ICICI Prudential Passive Multi-Asset Fund of Funds - Growth | 4.84% | -0.34% | 2.91% | 8.46% | 13.22% | 14.44% | 0% | 0% | 12.2% | 1,468.69 | 0.58 | 0.36 | High |
| Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative - Regular Plan - Growth | 4.55% | 0.65% | 3.06% | 8.17% | 13.12% | 14.35% | 10.03% | 0% | 11.14% | 72.10 | 0.47 | 0.38 | High |
| Nippon India Income Plus Arbitrage Active Fund of Fund - Regular Plan - Growth Current | 0.63% | 1.35% | 2.31% | 3.6% | 0% | 0% | 0% | 0% | 5.12% | 617.09 | 0.31 | -0.63 | Moderate |
| Instrument Allocation | Instrument | Assets % |
|---|---|---|
|
|
Domestic Mutual Funds Units | 98.45% |
| Cash & Cash Equivalents and Net Assets | 1.55% |
| Sector Allocation | Sector | Assets % |
|---|---|---|
| Others | 100.00% |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| Nippon India Corporate Bond Fund - Dr Plan Gr Opt | Domestic Mutual Funds Units | 50.30% | |
| Nippon India Arbitrage Fund Dir Growth Pln Gr Op | Domestic Mutual Funds Units | 41.64% | |
| Nippon India Floater Fund-Dir Pl-Gr Pl-GrOpt | Domestic Mutual Funds Units | 6.51% | |
| Triparty Repo | Cash & Cash Equivalents and Net Assets | 1.61% | |
| Cash Margin - CCIL | Cash & Cash Equivalents and Net Assets | 0.01% | |
| Net Current Assets | Cash & Cash Equivalents and Net Assets | -0.07% | |
| Total | 100.00% |
RETURNS
It is an Open ended scheme that primarily invests in FoFs (Domestic).
The primary investment objective of the scheme is to achieve stable returns while navigating market volatilities for its investors. This objective will be pursued by strategically investing in a diversified portfolio of open-ended debt oriented schemes, and units of Arbitrage funds of Nippon India Mutual Fund or any other Mutual Fund.
The scheme benchmark is the CRISIL Short Term Bond Index
It is classified as Moderate Risk, suitable for investors with a Moderate risk appetite.
Returns Delivered by the funds are as follows:
1-year: 0%
3-year: 0%
5-year: 0%
Top holdings include names such as:
The NAV is around ₹10.44 (approx.) for the Nippon India Income Plus Arbitrage Active Fund of Fund - Regular Plan - Growth.
The fund’s AUM is approximately ₹617 Cr.
The expense ratio for the Regular Plan is 0.31.
NIL .
Minimum SIP starts at ₹100.
The minimum lump sum investment is ₹500. Often platforms may require higher in practice, but the statutory minimum remains the same.
You can start a SIP through:
Broker/agent platform like Sharescart.
Enter KYC details, choose the Regular Growth option, set SIP amount/frequency, and submit.
Yes. You can modify your SIP amount or frequency anytime online through the Sharescart platform.
You can redeem online via the Sharescart platform — choose the scheme, select the amount/units, and submit. Proceeds are credited to your bank account.
The fund managers: Sushil Budhia, Vikash Agarwal
This fund is suitable for investors with a Moderate risk tolerance.
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