• Mutual Funds
  • 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

84.9379

NAV (Nov 30)

11.3%
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

84.9379

NAV (Nov 30)

Fund Returns

Last 1Y

12.8%

Last 3Y

21.6%

Last 5Y

11.3%

Last 10Y

17.5%

Since Inception

14.3%

6 Month CAGR

15.1%

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 (16y ago)

Dec 26, 2006

AUM in Crores

6331.799

ISIN

INF204K01GE7

Lock-in

No Lock-in

Benchmark

S&P BSE 500 India TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

26.9

Standard Deviation (5yr)

23.2

Beta (3yr)

1.14

Beta (5yr)

1.13

Sharpe Ratio (3yr)

0.703

Sharpe Ratio (5yr)

0.378

YTM

0

Fund Managers

Prateek Poddar

Fund Manager

Vinay Sharma

Fund Manager

Kinjal Desai

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-11-30

Top Stock Holdings

axis bank ltd

8.2%
8.2%

triparty repo

7.9%
7.9%

infosys ltd

7.7%
7.7%

state bank of india

5.8%
5.8%

larsen & toubro ltd

5.1%
5.1%
See all holdings

Allocation by Sector

financial services

34.3%
34.3%

industrials

14.8%
14.8%

consumer cyclical

12.8%
12.8%

technology

9.6%
9.6%

communication services

9.1%
9.1%
See all sectors

Compare Nippon India Focused Equity Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,865 cr

₹ 10,427 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

Nippon Life India Asset Management Ltd

Nippon Life India Asset Management Ltd manages assets worth 249,383 crores and was set up on 24 February 1995. It's current offering of mutual fund schemes includes 99 equity,374 debt and 32 hybrid funds.

amc-img

  • 022-33031000
  • customer_care@reliancemutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    20.6%

    15.9%

    4%

    6.8%

    3.9%

    6.6%

    20.2%

    17.8%

    3.9%

    5.5%

    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 14.3% over a period of 15 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 Kinjal Desai, Prateek Poddar, Vinay Sharma.

    Nav of Nippon India Focused Equity Fund (G) as of 11/30/2022 is ₹84.94 with the total AUM as of 12/1/2022 is ₹6331.799. 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 12.8% 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 stocks 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.