This Focused Fund SIP Offered 51.53% Returns in 5 Year, SIP Starts With Rs 100; Learn More

This Focused Fund SIP Offered 51.53% Returns in 5 Year, SIP Starts WIth Rs 100; Learn More
If the investor is not familiar with the fundamentals along with historic returns, portfolio of equity mutual funds and equity investing then mutual fund investment plans for beginners may become a nightmare. Having proper knowledge about the mutual fund can save you from loss, and help you make a good investment decision. Here, we have given one detailed analysis of one such equity-focused mutual fund with SIP and Portfolio. Read to know more.

Nippon India Focused Equity Fund - Direct Plan-Growth

Nippon India Focused Equity Fund Direct-Growth is an equity Focused mutual fund scheme from the house Nippon India Mutual Fund. The fund is open-ended and was launched on 01 January 2013. The is a medium-sized fund of its category. Nippon India Focused Equity Fund Direct-Growth has Rs 5,952.35 Crores worth of assets under management as of 31 January 2022. The NAV (Net asset value) of the fund is Rs 76.8459 as of 04 March 2022. The fund's expense ratio is 1.31%, which is higher than what most other Focused funds charge and its category average expense ratio.

The fund's Direct-Growth strategy can produce steady returns, which is comparable to other funds in its category. In a declining market, it has an average capacity to control losses. The Fund is given 3-star by the rating agency CRISIL. However, the fund is highly risky. And posses investment risk.

The scheme's principal investment goal is to achieve long-term capital growth by investing primarily in an active and concentrated portfolio of equities and equity-related securities with a market capitalization of up to 30 businesses. There is no promise or guarantee that the scheme's investment objective will be met. Talking about investments, investors with a strong understanding of macro trends who seek to make selected bets for better returns than other Equity funds. 

Returns

Nippon India Focused Equity Fund Direct-Growth scheme has given 7.53% annual average returns in the last 1 year, however, this returns in below the category average returns in 1 year. Since the launch of the fund, it has delivered 18.18% average annual returns. Its performance is average above its peers. However, it has delivered promising returns over the year.

Annualized and Absolute Returns

Tenure	Absolute Returns	Annualised Returns	Category Avg
1 Year	7.53%	7.53%	10.44%
2 Year	63.56%	27.89%	21.71%
3 Year	66.24%	18.39%	16.99%
5 Year	99.72%	14.82%	13.78%
Since Inception	362.99%	18.18%	15.75%

SIP Returns

Tenure	Absolute Returns	Annualised Returns
1 Year	-0.32%	-0.60%
2 Year	32.07%	29.38%
3 Year	40.89%	23.60%
5 Year	51.53%	16.65%

Portfolio

92.5 percent of the fund's holdings are in Indian equities, with 49.49 percent in big caps, 10.97 percent in mid-caps, and 12.9 percent in small caps. The majority of the money in the fund is invested in the financial, automobile, services, technology, and construction industries. In comparison to other funds in the category, it has less exposure to the Financial and Automobile industries. ICICI Bank Ltd., Axis Bank Ltd., State Bank of India, Infosys Ltd., and Larsen & Toubro Ltd. are the fund's top five holdings.

Disclaimer

Mutual fund investments are subject to market risk. Read all scheme-related documents, and Terms and Conditions carefully before investing. The above-mentioned information is purely informational and doesn't guarantee any return. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.