Nippon India Focused Equity Fund Growth Plan Growth Option | Pros & Cons NAV(72.59)

Nippon India Focused Equity Fund Growth Plan Growth Option

Equity: Flexi Cap

Fund Information

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.

Very High Risk

Nifty 500

Benchmark

2006-12-26

Launched On

Open Ended

Type

100

Min SIP

5000

Min Investment

5892

AUM in Crores

2.01

Expense Ratio

1.00

Exit Load

Nippon Life India Asset Management Limited

Fund House

Prateek Poddar, Vinay Sharma

Fund Managers

Nippon India Focused Equity Fund Plan Option Pros & Cons

Pros

  • Nippon India Focused Equity Fund Growth Plan Growth Option has over performed index in 2011-2014, 2012-2015, 2013-2016, 2014-2017 years
  • 3 years avg returns are higher than benchmark

Cons

  • Nippon India Focused Equity Fund Growth Plan Growth Option has under performed index in 2015-2018, 2016-2019, 2017-2020 years
  • Higher Expense Ratio
  • Nippon India Focused Equity Fund Growth Plan Growth Option is ranking 39th in last 5 years

Average Returns

Fund Name1Y (%)3Y (%)5Y (%)7Y (%)10Y (%)15Y (%)
Nippon India Focused Equity Fund Growth Plan Growth Option 
16.8821.4213.9412.417.9314.31
Nifty 500
18.3920.2315.211.9814.0211.52

Nippon India Focused Equity Fund Plan Option Rolling Returns

Fund Name3 Year (%)5 Year (%)
AverageMaxMinAverageMaxMin
Nippon India Focused Equity Fund Growth Plan Growth Option 
14.5641.01-9.8715.0728.6-2.04
Nifty 500
15.9768.86-21.7316.7451.34-1.4

Risk Parameters

Fund NameMeanStdSharpeBetaAlpha
Nippon India Focused Equity Fund Growth Plan Growth Option 
18.7126.910.521.22-2.9
Nifty 500
18.5721.960.63--
Risk Parameters are calculated for the last 3 years data.

Calender Year Returns

Performance

Best PerformanceWorst Performance
PeriodReturnsPeriodReturns
Week2009-05-15 - 2009-05-22
18.65
2008-01-15 - 2008-01-22
-20.92
Month2009-05-06 - 2009-06-06
32.65
2020-02-24 - 2020-03-24
-37.82
Quarter2009-03-05 - 2009-07-05
64.43
2008-08-08 - 2008-12-08
-36.05
Year2020-03-23 - 2021-03-23
120.38
2008-01-07 - 2009-01-07
-57.04

Portfolio

Stock NameSector% of Total Holdings
ICICI BankFinancial8.85
Axis BankFinancial6.86
State Bank of IndiaFinancial6.72
InfosysTechnology6.12
ITCFMCG4.57
HDFC BankFinancial4.46
Sun Pharmaceutical IndustriesHealthcare3.78
SBI Cards & Payments ServicesFinancial3.67
Larsen & ToubroConstruction3.66
Reliance IndustriesEnergy3.55
PVRServices3.22
Varun BeveragesFMCG3.16
Tata MotorsAutomobile3.14
Bharti AirtelCommunication2.91
Honeywell AutomationEngineering2.77
Bharat Petroleum CorporationEnergy2.76
Cholamandalam Financial HoldingsFinancial2.73
Sterling and Wilson SolarConstruction2.52
Ashok LeylandAutomobile2.21
Varroc EngineeringAutomobile2.08
Bharti Airtel Ltd. PPECommunication1.78
ZomatoServices1.74
Container Corporation Of IndiaServices1.74
NCCConstruction1.63
Thomas Cook (India)Services1.29

AUM Yearly

YearScheme Total AumCategory Total Aum
20214897.480.00
20204447.910.00
20194304.3448295.22

Nippon India Focused Equity Fund Plan Option Details

Nippon India Focused Equity Fund Growth Plan Growth Option is a Equity Scheme - Focused Fund mutual fund scheme launched by Nippon Life India Asset Management Limited.This fund has been launched on 2006-12-26. Nippon India Focused Equity Fund Growth Plan Growth Option currently has 5892 crores of assets under management (AUM) and has an expense ratio of 2.01 which is higher than what most other Large Cap funds charge.


Nippon India Focused Equity Fund Growth Plan Growth Option has given returns of 16.88% in the last 1 year and 21.42% in the last 3 years. And since launch the fund has given 13.44% returns.


This fund invests in Equity Scheme - Focused Fund companies which are fundamentally strong and having growth potential.


Min sip to invest in this fund is Rs.100 and lumpsum investment is Rs.5000.

The top holdings of the fund are ICICI Bank , Axis Bank , State Bank of India , Infosys , ITC

Frquently Asked Questions

1. What is the NAV of Nippon India Focused Equity Fund Plan Option?

The current Net Asset Value (NAV) of the Nippon India Focused Equity Fund Plan Option is 72.59

2. Nippon India Focused Equity Fund Plan Option Rolling Returns

The 3 year rolling returns of the Nippon India Focused Equity Fund Plan Option:

  • Mean : 14.56%
  • Max : 41.01%
  • Min : -9.87%

3. How do I invest in Nippon India Focused Equity Fund Plan Option?

  1. Click here Invest Now
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  3. Invest and enjoy the returns

Nippon India Focused Equity Fund Growth Plan Growth Option



Investment Duration 3 years

Disclaimer

Please note that these calculators are for illustrations only and do not represent actual returns. Mutual Funds do not have a fixed rate of return and it is not possible to predict the rate of return.