Nippon India Flexi Cap Fund Direct Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.86
• Std Deviation 12.66%
• Tracking Error 0.00%

The primary investment objective of the scheme is to seek to generate capital appreciation & provide longterm growth opportunities by investing in a portfolio constituted of equity securities & equity related securities and the secondary objective is to generate consistent returns by investing in debt and money market securities. The fund will have the flexibility to invest in a broad range of companies with an objective to maximize the returns, at the same time trying to minimize the risk by reasonable diversification. However there can be no assurance that the investment objective of the scheme will be realized, as actual market movements may be at variance with anticipated trends.

The Nippon India Flexi Cap Fund Direct Growth has an AUM of 9592.05 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 0.45%. The minimum investment in Nippon India Flexi Cap Fund Direct Growth is Rs 500 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include HDFC Bank, ICICI Bank, Reliance Industries & AXIS Bank Ltd.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Auto & Truck Manufacturers & Consumer Financial Services.

Some of the similar funds are Quant Flexi Cap Fund Growth Option Direct Plan, DSP Flexi Cap Fund Direct Plan Growth, Bandhan Flexi Cap Fund-Direct Plan-Growth, Axis Flexi Cap Fund Direct Growth, Nippon India Flexi Cap Fund Direct Growth. Nippon India Flexi Cap Fund Direct Growth has a sharpe ratio of 0.86 & a standard deviation of 12.66%.