- Mutual Funds
- Nippon India Mutual Fund
- Nippon India Focused Equity Fund (G)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 120.2284
NAV (Oct 21)
Fund Returns
Last 1Y | 30.3% |
Last 3Y | 14% |
Last 5Y | 22% |
Last 10Y | 15.7% |
Since Inception | 15% |
6 Month CAGR | 18.6% |
Scheme Information
The fund seeks to generate long term capital appreciation by investing in a portfolio of equity & equity related securities up to 30 companies across market capitalization.
Expense Ratio | 1.83% |
Launched 17Y ago | 2006-12-26 |
AUM in Crores | 8979 |
ISIN | INF204K01GE7 |
Lock-in (days) | No Lock-in |
Benchmark | BSE 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 13.5 |
Beta | 0.9 |
Sharpe Ratio | 1 |
YTM | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Nippon India Focused Equity Fund (G) | 12,85,001 | 5,52,389 | 22% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 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.
Asset allocation and Holdings
Top Stock Holdings
HDFC Bank Ltd.
8.19%ICICI Bank Ltd.
7.29%Infosys Ltd.
5.21%Kotak Mahindra Bank Ltd.
4.88%Axis Bank Ltd.
4.67%Allocation by Sector
Financial
32.12%Services
13.39%Technology
10.17%Automobile
9.99%Capital Goods
4.52%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,417 cr | ||
₹ 66,206 cr | ||
₹ 24,508 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
About the AMC
Nippon India Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6% | 6.9% | ||
7.2% | 8.9% | ||
15.5% | 20.9% | ||
19.1% | 13.6% | ||
16.3% | 8.4% |
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 15.03% over 17 years. The fund has grown over a period of 17 years. The fund is managed by Nippon India Mutual Fund. The fund managers are Kinjal Desai, Prateek Poddar, Vinay Sharma.
Nav of Nippon India Focused Equity Fund (G) as of 10/21/2024 is ₹120.23 with the total AUM as of 10/22/2024 is ₹8978.99. 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 2006-12-26. The category risk of the fund is High.
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 BSE 500 Total Return Index.
Scripbox has rated it 4 stars, indicating it's a top ranking fund in the Equity category and delivered 30.3% 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)?
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?
According to Scripbox opinion, it is a 4-star fund. You can invest in this fund if its investment objective and risk level align with your 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 1.83% for regular plan.
What is the NAV of Nippon India Focused Equity Fund (G)?
Today's Nippon India Focused Equity Fund (G) NAV is ₹120.23.