Nippon India Quant Fund

Nippon Mutual Fund

By Rajendra Apr 9, 2023 Scheme Analysis

Investment Strategy

[{"selector":"#anim-6efb1344-3d68-4703-8c3a-596821d2d772","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-7d65f75a-3485-44a8-884f-2af12d8ca36c","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] Actively managed fund + Scientific approach + Expertise + Back test

Top 5 Holding

HDFC ICICI Bank Infosys Reliance ITC 9.19 7.52 6.36 5.63 4.67 Total - 33.37

[{"selector":"#anim-f5c98e9f-efa9-41b5-9d12-ace74c3f569e","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-c29c2c06-2c06-4f60-b3be-36e09ef3d797","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] It is an actively managed investment fund that approaches stock selection process based on a proprietary system-based model.

Bank

17.46 16.60 11.94 6.26 6.09

[{"selector":"#anim-fdc03425-dfdc-4421-93c5-14facc1b1e9d","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-b059aa0d-e649-4680-888f-c3a00884a4bf","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] Model would shortlist 30-35 S&P BSE 200 stocks through a screening mechanism at pre-determined intervals

SIP Performance

Thick Brush Stroke upto 12 month - 1% Scribbled Arrow As on 31 Mar. 2023 1 Year 3 Year 5 Year 12,353 45,112 84,795 5.45% 15.17% 13.78% Monthly SIP of 1,000

Scheme Performance

[{"selector":"#anim-c12f557a-0176-47db-91ba-020d4bece72e","keyframes":{"transform":["translate3d(-109.63855%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-fbe40b79-370a-4695-b43c-bee1313a55d7","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-f48c96d8-e43f-4e08-adf8-53502dcddef2","keyframes":{"transform":["scale(0.15)","scale(1)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"forwards"}] Thick Brush Stroke Upto 1 Year - 1.00% Scribbled Arrow As on 31 Mar. 2023 1 Year 3 Year 5 Year 2.19% 27.99% 10.97%

[{"selector":"#anim-89047330-a280-49aa-8076-b6ad33fc6cb0","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-c20ec160-250d-40aa-b4d7-c288a4ed0618","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] Stocks are selected on basis of parameters like valuation, earnings, price, momentum & quality

Nippon Mutual Fund

Nippon India Quant Fund

Category

Inception

Benchmark

AUM - 35 Cr

Fund Manager

Ashutosh Bhargava & Arun Sudaresan