Nippon India Focused Equity Fund - Growth

• Alpha -0.46%
• Beta 1.17
• Sharpe Ratio1.15
• Std Deviation 15.63%
• Tracking Error 7.88%

The primary investment objective of the scheme is to generate long-term capital growth by predominantly investing in an active and concentrated portfolio of equity & equity related instruments up to 30 companies across market capitalization. The secondary objective of the scheme is to generate consistent returns by investing in debt, money market securities, REITs and InvITs. There is no assurance or guarantee that the investment objective of the scheme will be achieved.

The Nippon India Focused Equity Fund - Growth has an AUM of 7383.91 crores & has delivered CAGR of 18.49% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.87%. The minimum investment in Nippon India Focused Equity Fund - Growth is Rs 5000 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, Axis Bank, ICICI Bank & Triparty Repo.

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

Some of the similar funds are HDFC Focused 30 Fund Growth, ICICI Prudential Focused Equity Fund Growth, Nippon India Focused Equity Fund - Growth, Aditya Birla Sun Life Focused Fund Growth, Mirae Asset Focused Fund Regular Growth. Nippon India Focused Equity Fund - Growth has a sharpe ratio of 1.15 & a standard deviation of 15.63%.