Nippon India Tax Saver Fund

Nippon Mutual Fund

By Rajendra Mar 24, 2023 Scheme Analysis

Investment Strategy

[{"selector":"#anim-31448f8b-0b72-4676-b64e-058736bdc539","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-deba0b07-28ac-4496-b52f-fe8c36744dc3","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] • Sector deviations would be a source of Alpha creation manage risk of Portfolio construction

SIP Performance

Thick Brush Stroke Scribbled Arrow As on 28 Feb. 2023 1 Year 3 Year 5 Year 12,001 45,114 79,250 0.02% 15.52% 11.20% Monthly SIP of 1,000

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Top 5 Holding

HDFC Bank ICICI Bank Infosys Axis Bank SBI 8.42 8.24 6.63 4.89 4.52 Total 32.50

[{"selector":"#anim-05c731f7-f41b-4d8c-a0cb-dbb78bd033c8","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-533aa801-cde1-43ab-bb3f-fe36f774f5f6","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] • Fund endeavors to generate sustained long term alpha

Bank

26.07 9.47 6.63 5.59 4.33

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Nippon Mutual Fund

Nippon India Tax Saver Fund

Category

Inception

Benchmark

AUM - 11,210 Cr

Fund Manager

Rupesh Patel & Ashutosh Bhargava