Nippon India Tax Saver Fund

Nippon Mutual Fund

By Rajendra Nov 4, 2022 Scheme Analysis

Investment Strategy

[{"selector":"#anim-b9574185-527b-4906-9e8f-cf5c8295ca30","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-f80d0fd2-61d4-4596-a7d4-f6dc780182e0","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

Top 5 Holding

ICICI Bank HDFC Bank Infosys SBI Axis Bank 8.16 7.82 5.84 4.56 4.23 Total 30.61

[{"selector":"#anim-a9c35fba-b638-4e1d-9cff-b347344498e1","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-9e3f2a10-bcc2-4d7c-b6e7-c69ee582d3f3","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] create a balanced portfolio with an optimal combination of high growth & secular themes.

Bank

27.12 8.83 5.84 4.73 4.49

[{"selector":"#anim-c205a7d4-397e-423c-86b9-b9d7a5232edc","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-ac995f6e-1e1f-4885-bf45-9505f24eb6a1","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

Scheme Performance

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[{"selector":"#anim-fc05a23d-0ae7-47d9-a16f-014e093bc621","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-30119cb8-4c8c-4efc-89ba-0fae278ba79a","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] • Portfolio offers optimal mix of cyclical & defensive themes.

SIP Performance

Thick Brush Stroke NIL Scribbled Arrow As on 30 Sep. 2022 1 Year 3 Year 5 Year 12,132 47,667 80,476 2.17% 19.45% 11.81% Monthly SIP of 1,000

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Nippon Mutual Fund

Nippon India Tax Saver Fund

Category

Inception

Benchmark

AUM - 11,625 Cr

Fund Manager

Rupesh Patel & Ashutosh Bhargava