Formerly Reliance Focused Equity DR
₹ 25.7222
NAV (Mar 05)
Top Ranked
Scripbox recommends other funds for investment in diversified.
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Diversified funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Track Record
15 Years. The Fund has Sufficient history for analysis and the track record is good.
Relative Size
4,389 Cr. Large within the category
Category View
Positive. The category has a positive investment outlook
Consistency Of Performance
Good. The historical performance of the fund has been good
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Scheme Information
The primary investment objective of the scheme is to generate long-term capital growth by predominantly investing in an active and concentrated portfolio of equity & equity related instruments up to 30 companies across market capitalization. The secondary objective of the scheme is to generate consistent returns by investing in debt,money market securities,REITs and InvITs. There is no assurance or guarantee that the investment objective of the scheme will be achieved.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Very High Risk
2.05 %
Expense Ratio
Dec 26, 2006
Launched (15y ago)
₹ 4,389
AUM in Crores
INF204K01GG2
ISIN
No Lock-in
Lock-in
S&P BSE 500 India TR INR
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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About the AMC
Nippon Life India Asset Management Ltd
Nippon Life India Asset Management Ltd manages assets worth 190,624 crores and was set up on 24 February 1995. It's current offering of mutual fund schemes includes 87 equity,369 debt and 34 hybrid funds.
Liquid
Recommended
Top Ranked
₹ 19,337 Cr
Fund Size
5.9%
3Y returns
Mid Cap
Recommended
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₹ 8,153 Cr
Fund Size
12.5%
3Y returns
Liquid
Top Ranked
₹ 19,337 Cr
Fund Size
5.1%
3Y returns
Mid Cap
Top Ranked
₹ 8,153 Cr
Fund Size
11.2%
3Y returns
Liquid
Top Ranked
₹ 19,337 Cr
Fund Size
3.8%
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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Nippon India Focused Equity Fund (DR-A) is a diversified equity fund and has delivered an annualised return of 14.1% over a period of 15 years .The fund was previously known as Reliance Focused Equity DR.The fund is managed by Nippon Life India Asset Management Ltd.The fund managers are Kinjal Desai, Vinay Sharma
The primary investment objective of the scheme is to generate long-term capital growth by predominantly investing in an active and concentrated portfolio of equity & equity related instruments up to 30 companies across market capitalization. The secondary objective of the scheme is to generate consistent returns by investing in debt,money market securities,REITs and InvITs. There is no assurance or guarantee that the investment objective of the scheme will be achieved. However, there is no assurance that the objective of the scheme will be realized.
The Nippon India Focused Equity Fund (DR-A) fund was launched on Dec 26, 2006. The NAV (Net Asset Value) of this diversified equity as of 2021-03-05 is ₹ 25.7222. The total AUM (Asset Under Management) of the fund as of 2021-03-08 is ₹ 4388.643. The category risk of the Nippon India Focused Equity Fund (DR-A) fund is Very High Risk. The fund charges 2.05 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 93.1% in this asset class. The top three holdings of the fund are infosys ltd,icici bank ltd and state bank of india
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 500 India TR INR
Nippon India Focused Equity Fund (DR-A) has a score of 4 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, Nippon India Focused Equity Fund (DR-A) has a score of 4 out of 5. Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.