- Mutual Funds
- Nippon Mutual Fund
- Nippon India Focused Equity Fund (PIDCW-A)
Formerly Nippon India Focused Equity DP
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 32.8357
NAV (Apr 24)
Fund Returns
Last 1Y | 32.5% |
Last 3Y | 18.3% |
Last 5Y | 16.5% |
Last 10Y | 17.4% |
Since Inception | 14.3% |
6 Month CAGR | 14.6% |
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.
Expense Ratio | 1.86 |
Launched (18y ago) | Dec 26, 2006 |
AUM in Crores | 7607.836 |
ISIN | INF204K01GF4 |
Lock-in | No Lock-in |
Benchmark | S&P BSE 500 India TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 14.4 |
Standard Deviation (5yr) | 23.1 |
Beta (3yr) | 0.93 |
Beta (5yr) | 1.14 |
Sharpe Ratio (3yr) | 0.768 |
Sharpe Ratio (5yr) | 0.547 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Nippon India Focused Equity Fund (PIDCW-A) | 11,07,517 | 3,74,905 | 16.5% | |
| 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
9.3%triparty repo
8.4%icici bank ltd
7.9%axis bank ltd
6.4%itc ltd
6%Allocation by Sector
financial services
33.8%consumer cyclical
20.7%technology
9%industrials
8%energy
7.1%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
Nippon Life India Asset Management Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.5% | 6.9% | ||
5.5% | 6.7% | ||
5.5% | 5.8% | ||
5.5% | 6.7% | ||
5.5% | 5.8% |
Nippon India Focused Equity Fund (PIDCW-A) Review
Nippon India Focused Equity Fund (PIDCW-A) is a Focused Equity fund and has delivered an annualised return of 14.3% over a period of 17 years. The fund was previously known as Nippon India Focused Equity DP. 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 (PIDCW-A) as of 4/24/2024 is ₹32.84 with the total AUM as of 4/25/2024 is ₹7607.836. With Scripbox you can compare and check the latest nav for all mutual funds in India. Nippon India Focused Equity Fund (PIDCW-A) 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 (PIDCW-A) 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 (PIDCW-A) 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 (PIDCW-A) is rated as a 4 fund in Equity and delivered 32.5% 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 (PIDCW-A).
Frequently Asked Questions
What is Nippon India Focused Equity Fund (PIDCW-A)?
How to invest in Nippon India Focused Equity Fund (PIDCW-A)?
You can invest in Nippon India Focused Equity Fund (PIDCW-A) 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 (PIDCW-A)?
The minimum sip amount for Nippon India Focused Equity Fund (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Nippon India Focused Equity Fund (PIDCW-A) good to invest in?
As per Scripbox experts, Nippon India Focused Equity Fund (PIDCW-A) is a Top Ranked fund. You can investNippon India Focused Equity Fund (PIDCW-A) 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 (PIDCW-A)?
The expense ratio of the Nippon India Focused Equity Fund (PIDCW-A) is 1.86% for regular plan.