Nippon India Focused Equity Fund
100
Min SIP
5,000
Min Lumpsum
1.24 %
Expense Ratio
Rating
6,112
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 12% | 30.7% | 13.2% | 17.1% | ||||
| Category Average | 12.9% | 26.5% | 13% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Axis Bank
Infosys
St Bk of India
H D F C
ICICI Bank
Others
Advance Ratio
0.07
Alpha
4.1
SD
0.92
Beta
0.17
Sharpe
Exit Load
| Exit Load | 10% of the units allotted shall be redeemed without any exit load, on or before completion of 12 months from the date of allotment of units. 1% if redeemed or switchd out on or efore completion of 12 months from the date of allotment of units. NIl if redeemed or switched out after the completion of 12 Months from the date of allotment of units. |
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Fund 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.
Fund Managers
Vinay Sharma
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Equity .
- Focused .
-
- 4,379
-
22%Fund Size - 4,379
-
34.4%Fund Size - 4,379
-
13.8%Fund Size - 4,379
-
- Equity .
- Focused .
-
- 8,267
-
17.6%Fund Size - 8,267
-
30.1%Fund Size - 8,267
-
14.7%Fund Size - 8,267
-
- Equity .
- Focused .
-
- 808
-
14.3%Fund Size - 808
-
24.4%Fund Size - 808
-
14.3%Fund Size - 808
-
- Equity .
- Focused .
-
- 27,962
-
12.2%Fund Size - 27,962
-
23%Fund Size - 27,962
-
13.2%Fund Size - 27,962
-
- Equity .
- Focused .
-
- 5,805
-
11.1%Fund Size - 5,805
-
22.6%Fund Size - 5,805
-
12%Fund Size - 5,805
AMC Contact Details
Nippon India Mutual Fund
AUM:
2,81,439 Cr
Address:
4th Floor, Tower A, Peninsula Busines
-s Park, Ganapatrao Kadam Marg
Lower Parel (W), Mumbai - 400013.
Contact:
022-68087000/1860260111
Email ID:
customercare@nipponindiaim.in
Frequently Asked Questions
How to invest in Nippon India Focused Equity Fund ?
You can invest in Nippon India Focused Equity Fund in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Nippon India Focused Equity Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Nippon India Focused Equity Fund ?
The NAV of Nippon India Focused Equity Fund is ₹90.5 as of 02 June 2023.
How to redeem Nippon India Focused Equity Fund holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Nippon India Focused Equity Fund?
The minimum SIP amount of Nippon India Focused Equity Fund is ₹100
What are the top sectors Nippon India Focused Equity Fund has invested in??
The top sectors Nippon India Focused Equity Fund has invested in are
- Axis Bank - 7.05%
- Infosys - 6.03%
- St Bk of India - 5.57%
- H D F C - 5.41%
- ICICI Bank - 4.9%
How much returns have Nippon India Focused Equity Fund generated ?
The Nippon India Focused Equity Fund has delivered 17.1% since inception
What is the expense ratio of Nippon India Focused Equity Fund ?
The expense ratio of Nippon India Focused Equity Fund is 1.24 % as of 02 June 2023.
What is the AUM of Nippon India Focused Equity Fund?
The AUM of Nippon India Focused Equity Fund is ₹2,81,439 Cr as of 02 June 2023
What are the top stock holdings of Nippon India Focused Equity Fund?
The top stock holdings of Nippon India Focused Equity Fund are
- Axis Bank - 7.05%
- Infosys - 6.03%
- St Bk of India - 5.57%
- H D F C - 5.41%
- ICICI Bank - 4.9%