Nippon India Focused Equity Fund Direct Growth

Equity
Focused
Very High Risk
17.20%
3Y annualised
+0.11% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 20 Feb 2024₹112.33
Min. SIP amount₹100
Rating4
Fund size₹7,779.71Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Focused
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns31.4%17.2%20.3%18.2%
Category average33.9%17.1%17.9%NA
Rank with in category512714NA
Understand terms

Holdings (29)

NameSectorInstrumentAssets
FinancialEquity7.92%
FinancialEquity7.55%
FinancialEquity6.70%
TechnologyEquity6.28%
FinancialEquity5.26%
Consumer StaplesEquity4.59%
EnergyEquity4.56%
DiversifiedEquity3.81%
FinancialEquity3.77%
AutomobileEquity3.65%
See All

Pros and cons

Category: Equity Focused

Pros

Cons

3Y, 5Y and 10Y annualised returns higher than category average
1Y annualised returns lower than category average by 3.46%
Lower expense ratio: 1.21%
Higher alpha: 1.28 The fund has generated returns higher than benchmark - S&P BSE 500 Total Return Index - in the last 3Y

Expense ratio, exit load and tax

Expense ratio: 1.21%

Inclusive of GST

Exit load

For units more than 10% of the investments, an exit load of 1% if redeemed within 12 months.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹100

Fund management

Vinay Sharma
May 2018 - Present
View details

Education
Mr. Sharma is B.Arch & PGDCM
Experience
Prior to joining Nippon India Mutual Fund he has worked with ICICI Prudential AMC, Kotak Mahindra Mutual Fund, J.P. Morgan India Pvt. Ltd. and UTI Bank.
Also manages these schemes

Kinjal Desai
May 2018 - Present
View details

Education
Ms. Desai has done B.A (Economics), MSc. (Economics) and has cleared CFA Level 1
Experience
She has been working with Nippon India Mutual Fund since year, 2012
Also manages these schemes

Prateek Poddar
Jun 2021 - Present
View details

Education
Mr. Poddar is a B.Com, CFA, CA
Experience
Prior joining to Nippon India Mutual Fund he has worked with ICICI Prudential Asset Management Co. - Investment Analyst Equity, Kotak Mahindra Capital Company - Analyst - Investment Banking.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
4th Floor, Tower A, Peninsula Business Park,Ganapatrao Kadam Marg, Lower Parel (W), Mumbai 400013
Phone
NA
Launch Date
30 Jun 1995
E-mail
NA
Website
Nippon India Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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