Nippon Mutual Fund

Nippon India Focused Equity Fund

By Rajendra

Nov 3, 2022

Scheme Analysis

Category 

Focused

Inception

Apr 28,  2018

Benchmark

BSE 500

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AUM  - 6,039 Cr

Fund Manager

Vinay Sharma & Prateek Poddar

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Nippon India Focused Equity Fund

A combination of well researched high potential stocks across market cap

Investment Strategy

Top 5 Holding

Infosys

Axis Bank

SBI

ICICI Bank

Larson & Toubro

7.64

7.18

5.65

4.98

4.86

Total  30.31

The portfolio is well diversified across stocks & themes.

Bank

Finance

IT

Top 5 Sector

20.40

10.88

7.60

7.00

5.70

Entertainment

Construction

The fund strategy revolves around – niche ideas, focus on good quality companies and an   optimal mix of value & growth plays.

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Scheme Performance

Exit Load

Upto 12 Month- 1.00%

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As on 30 Sep. 2022

1 Year

3 Year

Since Inception

Period

Returns

2.62%

20.91%

12.15%

Thick Brush Stroke

SIP Performance

Exit Load

upto 12 month - 1%

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As on 30 Sep. 2022

1 Year

3 Year

54 Month

Period

Value

12,224

50,268

81,726

Returns

3.66%

23.34%

18.78%

Monthly SIP of 1,000