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

Nippon India Focused Equity Fund (G)

EquityFocused
Top Ranked

122.5117

NAV (Oct 03)

23.03%
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 ->

Downside Protection Measure

Category Leader

The fund has been a Category Leader on the Downside Protection Measure metric

Fund Size

Good

The performance of the fund on a Fund Size 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

122.5117

NAV (Oct 3)

Fund Returns

Last 1Y
32%
Last 3Y
17.5%
Last 5Y
23%
Last 10Y
15.8%
Since Inception
15.2%
6 Month CAGR
21.4%

Scheme Information

Investment Objective

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 (0y ago)
1.83
AUM in Crores
8887.4
ISIN
INF204K01GE7
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
-
Fund Managers

Kinjal Desai

Fund Manager

Prateek Poddar

Fund Manager

Vinay Sharma

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Nippon India Focused Equity Fund (G)70%13,22,228 5,89,61623%
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 2024-02-07

Top Stock Holdings

HDFC Bank Ltd.

8.2%
8.19%

ICICI Bank Ltd.

7.3%
7.29%

Infosys Ltd.

5.2%
5.21%

Kotak Mahindra Bank Ltd.

4.9%
4.88%

Axis Bank Ltd.

4.7%
4.67%
See all holdings

Allocation by Sector

Financial

32.12%
32.12%

Services

13.39%
13.39%

Technology

10.17%
10.17%

Automobile

9.99%
9.99%

Capital Goods

4.52%
4.52%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,041 cr

₹ 23,712 cr

₹ 64,222 cr

₹ 50,154 cr

₹ 17,488 cr

amc-img

About the AMC

Nippon India Mutual Fund

Reliance Nippon India Mutual Fund was established in 1996. It is a joint venture between India's Reliance Mutual Fund and Japan's Nippon Life Insurance Company. It is india's top asset management company with a total AUM of Rs 1.8 Lac Crore with about 91.9 lac active folios. It is the first compnay to be listed and traded on both the NSE and Bombay Stock Exchange (BSE).amc-img
Fund NameScripbox Opinion
Till Date CAGR

5.902%

6.853%

6.884%

9.045%

22.316%

13.773%

18.916%

21.124%

16.059%

8.277%

Nippon India Focused Equity Fund (G) Review

Nippon India Focused Equity Fund (G) is a Equity Equity fund and has delivered an annualised return of 15.247% 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 10/3/2024 is ₹122.51 with the total AUM as of 10/4/2024 is ₹8887.3511. 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.

Nippon India Focused Equity Fund (G) is rated as a 4 fund in Equity and delivered 32.025% 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 Equity 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 4 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 1.83% for regular plan.