Nippon Mutual Fund

Nippon India Quant Fund

By Rajendra

Nov 13, 2022

Scheme Analysis

Category 

Quant

Inception

Apr 18, 2008

Benchmark

BSE 200

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AUM  - 35 Cr

Fund Manager

Ashutosh Bhargava & Arun Sudaresan

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Nippon India Quant Fund

Actively managed fund + Scientific approach + Expertise + Back test

Investment Strategy

HDFC

ICICI Bank

Infosys

Reliance

Larson & Toubro

9.46

7.69

6.23

6.11

5.43

Total  34.92

It is an actively managed investment fund that approaches stock selection process based on a proprietary system-based model.

Bank

Finance

IT

Top 5 Sector

17.29

16.14

8.78

8.14

6.11

Petroleum

Automobile

Model would shortlist 30-35 S&P BSE 200 stocks through a screening mechanism at pre-determined intervals

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Scheme Performance

Exit Load

Upto 1 Year - 1.00%

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As on 31 Nov. 2022

1 Year

3 Year

5 Year

Period

Returns

5.72%

18.19%

11.37%

Stocks are selected on basis of parameters like valuation, earnings, price, momentum & quality

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Exit Load

Upto 12 Month- 1.00%

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As on 31 Oct. 2022

12,849

48,466

11.09%

14.05%

20.64%

20.64%