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  • Nippon Mutual Fund
  • Nippon India Focused Equity Fund (Growth)

Formerly Reliance Focused Equity Gr

Nippon Mutual Fund

Nippon India Focused Equity Fund (Growth)

EquityFocused
Top Ranked

100.332

NAV (Dec 07)

18.5%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within focused mutual funds.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

Outperformance Consistency

Good

The performance of the fund on a Outperformance Consistency metric has been Good

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

100.332

NAV (Dec 7)

Fund Returns

Last 1Y
18.8%
Last 3Y
23.4%
Last 5Y
18.5%
Last 10Y
19.6%
Since Inception
14.6%
6 Month CAGR
17.9%

Scheme Information

Investment Objective

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.

Expense Ratio
1.87
Launched (17y ago)
Dec 26, 2006
AUM in Crores
7383.909
ISIN
INF204K01GE7
Lock-in
No Lock-in
Benchmark
S&P BSE 500 India TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
15.6
Standard Deviation (5yr)
22.5
Beta (3yr)
1.03
Beta (5yr)
1.14
Sharpe Ratio (3yr)
1.147
Sharpe Ratio (5yr)
0.606
YTM
0
Fund Managers

Kinjal Desai

Fund Manager

Prateek Poddar

Fund Manager

Vinay Sharma

Fund Manager

Akshay Sharma

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Nippon India Focused Equity Fund (Growth)70%11,68,347 4,35,73518.5%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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.

Asset allocation and Holdings

Last updated on 2023-12-07

Top Stock Holdings

hdfc bank ltd

8.7%
8.7%

axis bank ltd

7.1%
7.1%

icici bank ltd

6.7%
6.7%

triparty repo

6%
6%

infosys ltd

5.8%
5.8%
See all holdings

Allocation by Sector

financial services

33.8%
33.8%

consumer cyclical

19.7%
19.7%

industrials

10%
10%

technology

9.2%
9.2%

communication services

7.7%
7.7%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 11,693 cr

₹ 11,883 cr

₹ 17,531 cr

₹ 10,816 cr

₹ 9,101 cr

About the AMC

Nippon Life India Asset Management Ltd

Nippon Life India Asset Management Ltd manages assets worth 309,823 crores and was set up on 24 February 1995. It's current offering of mutual fund schemes includes 105 equity,425 debt and 71 hybrid funds.amc-img
022-33031000
customer_care@reliancemutual.com
Fund NameScripbox Opinion
Till Date CAGR

4.9%

6.8%

4.9%

6.6%

4.9%

5.7%

4.9%

6.6%

4.9%

5.7%

Nippon India Focused Equity Fund (G) Review

Nippon India Focused Equity Fund (G) is a Focused Equity fund and has delivered an annualised return of 14.6% over a period of 16 years. The fund was previously known as Reliance Focused Equity Gr. The fund is managed by Nippon Life India Asset Management Ltd. The fund managers are Akshay Sharma, Kinjal Desai, Prateek Poddar, Vinay Sharma.

Nav of Nippon India Focused Equity Fund (G) as of 12/7/2023 is ₹100.33 with the total AUM as of 12/8/2023 is ₹7383.909. With Scripbox you can compare and check the latest nav for all mutual funds in India. Nippon India Focused Equity Fund (G) was launched on Dec 26, 2006. The category risk of the fund is Very High Risk.

The minimum SIP amount for Nippon India Focused Equity Fund (G) 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. Check your estimated returns on mutual funds by using sip calculator.

Nippon India Focused Equity Fund (G) 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 (G) is rated as a 4 fund in Equity and delivered 18.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Nippon India Focused Equity Fund (G).

Frequently Asked Questions

What is Nippon India Focused Equity Fund (G)?

Nippon India Focused Equity Fund (G) is a Focused Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Nippon India Focused Equity Fund (G)?

You can invest in Nippon India Focused Equity Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Nippon India Focused Equity Fund (G)?

The minimum sip amount for Nippon India Focused Equity Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Nippon India Focused Equity Fund (G) good to invest in?

As per Scripbox experts, Nippon India Focused Equity Fund (G) is a Top Ranked fund. You can investNippon India Focused Equity Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Nippon India Focused Equity Fund (G)?

The expense ratio of the Nippon India Focused Equity Fund (G) is 1.87% for regular plan.