Nippon India Vision Fund - Growth

• Alpha -1.38%
• Beta 0.98
• Sharpe Ratio1.02
• Std Deviation 12.90%
• Tracking Error 4.96%

The primary investment objective of the Scheme is to achieve long term growth of capital by investing in equity and equity related securities through a research based investment approach. The secondary objective is to generate consistent returns by investing in debt, money market securities, REITs and InvITs. 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 Vision Fund - Growth has an AUM of 5588.37 crores & has delivered CAGR of 19.40% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.96%. The minimum investment in Nippon India Vision Fund - Growth is Rs 5000 and the minimum SIP is Rs 100.

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

The top holdings of the fund include HDFC Bank, ICICI Bank, Dixon Technologies (India) & Infosys.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Electric Utilities & Biotechnology & Drugs.

Some of the similar funds are UTI Large & Mid Cap Fund Regular Plan Growth, Invesco India Large&MidCap Fund Growth, Nippon India Vision Fund - Growth, HSBC Large and Mid Cap Fund Regular Growth, Aditya Birla Sun Life Equity Advantage Fund Growth. Nippon India Vision Fund - Growth has a sharpe ratio of 1.02 & a standard deviation of 12.90%.