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Nippon India Focused Equity Fund - Direct Plan

Nippon India Focused Equity Fund is a multi cap fund which enedeavours to invest in an active and concentrated portfolio of upto 30 stocks across market capitalisation. The fund adopts a combination of top-down and bottom-up investment approach to identify sector and stock weightage in the portfolio. The portfolio is well diversified across stocks & themes. The fund strategy revolves around – niche ideas, focus on companies with favorable risk reward potential and an optimal mix of Growth & Value plays.

Suitability

This product is suitable for investors who are seeking

• Long term capital growth.

• Investment in equity and equity related securities including derivatives.

Fund Info

Scheme Class	Equity
Scheme Category	Focused Fund
Expense Ratio	1.25%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 6,236
AMC AUM (in Crs.)	₹ 2,33,617
Min Addition Subscription	₹ 1,000

Benchmark Type

S&P BSE 500 India TR INR

Exit Load

Exit load of 1.0%, if redeemed between (0-12) months. No Exit load, if redeemed after 12 months.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
IDFC Focused Equity Fund - Direct Plan	1000	1000	26.42%
Axis Focused 25 Fund - Direct Plan	100	100	19.59%
Motilal Oswal Focused Fund - Direct Plan	1000	1000	25.16%

Top 10 Holdings

Company	Holding Type	Asset(%)
Triparty Repo	Cash - Repurchase Agreement	9
Axis Bank Ltd	Equity	8
Infosys Ltd	Equity	7
State Bank of India	Equity	6
Larsen & Toubro Ltd	Equity	5
Housing Development Finance Corp Ltd	Equity	4
ICICI Bank Ltd	Equity	4
SBI Cards and Payment Services Ltd Ordinary Shares	Equity	4
ITC Ltd	Equity	4
Reliance Industries Ltd	Equity	4

Asset Allocation(%)

Asset	Percent
Equity	90
Cash - Repurchase Agreement	9
Equity - Warrants Rights (Call)	1
Cash - Collateral	0
Cash	0

Sector Allocation(%)

Sector	Percent
Financial Services	33
Industrials	14
Consumer Cyclical	11
Communication Services	10
Technology	9

Fund Manager

Vinay Sharma

4+ years of experience

Kinjal Desai

4+ years of experience

Prateek Poddar

1+ years of experience

Akshay Sharma

0+ years of experience

Nippon India Mutual Fund

AUM₹2,33,617 Cr

About

Reliance Mutual Fund is a part of Reliance Anil Dhirubhai Ambani (ADA) Group and it is one of the largest growing asset management companies in India. It has an asset under management of Rs 2,40,445.37 and 83.99 lakhs folios.##Reliance Mutual Fund is present across 160 cities across the country. The main motto of the asset management company is to launch products that are not only innovative, but also conducive for investors. They believe in increasing their value to investors.##RMF provides a host of mutual funds across various categories, be it equity, debt and hybrid. The schemes have a well-managed portfolio and it has pioneered to become one of the most trusted asset management companies in India.##Reliance Mutual Fund has been sponsored by Reliance Capital Limited and Nippon Life Insurance Company.

customercare@nipponindiaim.in

Phone

18002090007

Address

Nippon Life India Asset Management Limited,4th Floor, Tower A, Peninsula Business Park,,Ganapatrao Kadam Marg,,Lower Parel (W), Mumbai - 400 013

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m