Nippon India Focused Equity Fund Direct Growth+0.43%

2
-14.22%
1 Year Return
Equity
Focused
2.0star
6M
1Y
3Y
5Y
All

Fund Details

Nippon India Focused Equity Fund Direct Growth

RiskModerately High
Min SIP Amount₹100
Expense Ratio1.56%
NAV43.72 (03 Jul 2020)
Fund Started01 Jan 2013
Fund Size3,226 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Nippon India Focused Equity Fund Direct Growth
-14.2%
-1.5%
5.5%
13.0%
Category Average
-10.2%
-1.2%
4.9%
-
Rank within category
48
37
25
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with -14.2% annual returns

    Comparison

    Data not available
    Pros
    1. 5Y Returns are higher than the category average returns
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Higher expense ratio - 1.56%
    3. 1Y Returns are lower than the category average returns
    4. 3Y Returns are lower than the category average returns

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity7.8%
    ICICI Bank Ltd.FinancialEquity5.7%
    Reliance Industries Ltd.EnergyEquity5.4%
    State Bank of IndiaFinancialEquity4.9%
    ITC Ltd.FMCGEquity4.7%
    Bharti Airtel Ltd.CommunicationEquity4.3%
    Hindustan Unilever Ltd.FMCGEquity4.3%
    Infosys Ltd.TechnologyEquity4.1%
    Motherson Sumi Systems Ltd.AutomobileEquity3.9%
    Honeywell Automation India Ltd.EngineeringEquity3.8%
    See All

    Fund Managers

    addMeenakshi Dawar
    Education
    Ms. Dawar is a B.Tech from IGIT New Delhi and PGDM from IIM Ahmedabad.
    Experience
    Prior to joining Reliance AMC had worked with IDFC Mutual Fund. She has worked in institutional equities sales and research division on sell side.
    Funds Managed
    addKinjal Desai
    Education
    Ms. Desai is MSc(Economics)
    Experience
    Associate Equity Investments at RNAM Assisting lead Analyst in Equity Research, idea generation and sector Monitoring., assisting Fund Managers in Stock Selection and monitoring of overseas investments.
    Funds Managed

    Nippon India Focused Equity Fund Direct Growth Details

    Nippon India Focused Equity Fund Direct Growth is a Equity Mutual Fund Scheme launched by Nippon India Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Samir Rachh is the Current Fund Manager of Nippon India Focused Equity Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹3,226 Cr and the Latest NAV as of 03 Jul 2020 is ₹43.72.

    The Nippon India Focused Equity Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 100. Minimum Lumpsum Investment is 5000. For units more than 10% of the investments, an exit load of 1% if redeemed within 12 months.

    Investment Objective

    The primary investment objective of the scheme is to seek to generate long term capital appreciation &provide long-term growth opportunities by investing in a portfolio constituted of equity & equity related securities and Derivatives predominantly in Mid Cap and Small Cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities. However there can be no assurance that the investment objective of the scheme will be realized, as actual marketmovements may be at variance with anticipated trends.

    Tax Implications

    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.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    For units more than 10% of the investments, an exit load of 1% if redeemed within 12 months.
    Exit Load

    Compare Funds

    Nippon India Focused Equity Fund Direct Growth
    VS
    search

    About Nippon India Mutual Fund

    Address
    Corporate Office : Reliance Centre, 7th Floor South Wing, OFf Western Express Highway, Santacruz(E) Mumbai-400055
    Phone
    022-33031000/30301111
    Launch Date
    30 Jun 1995
    Reliance 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,
    Similar Funds
    Data not available