Comprehensive analysis of Nippon India Focused Fund (G) (3725) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Nippon Life India Asset Management Ltd
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.
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Weak Returns
High Risk
Moderate Expenses
Equity Focused
Experienced Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund manager experience
Market exposure level
Historical performance consistency
Recent performance momentum
Outperformance vs benchmark
Assets under management
Risk-adjusted returns
Fund management costs
This fund has underperformed its benchmark by 0.42% over the 3Y period.
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| ICICI Bank Ltd | Banks | 7.52% |
| Axis Bank Ltd | Banks | 6.71% |
| HDFC Bank Ltd | Banks | 6.20% |
| Reliance Industries Ltd | Refineries | 5.59% |
| Infosys Ltd | IT - Software | 3.96% |
| Eternal Ltd | E-Commerce/App based Aggregator | 3.78% |
| NTPC Ltd | Power Generation & Distribution | 3.77% |
| SBI Cards & Payment Services Ltd | Finance | 3.69% |
| Interglobe Aviation Ltd | Air Transport Service | 3.65% |
| Biocon Ltd | Pharmaceuticals | 3.32% |
Compare against Focused Fund category average
This comparison shows how the fund performs relative to the Focused Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Focused Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| SBI Focused Fund - Direct (G) | ₹397.05 | 15.40% | 6.49% | 16.25% |
| SBI Focused Fund (G) | ₹353.30 | 14.94% | 5.64% | 15.25% |
| HDFC Focused Fund - Direct (G) | ₹262.54 | 15.49% | 7.14% | 23.76% |
| HDFC Focused Fund - Regular (G) | ₹231.24 | 14.90% | 6.03% | 22.28% |
| Sundaram Focused Fund - Direct (G) | ₹176.05 | 10.43% | -4.16% | 14.21% |
| Sundaram Focused Fund (G) | ₹158.77 | 9.90% | -5.08% | 13.03% |
| Aditya Birla SL Focused Fund-Direct (G) | ₹156.85 | 12.89% | -1.00% | 16.22% |
| Aditya Birla SL Focused Fund (G) | ₹139.07 | 12.37% | -1.91% | 15.12% |
| Nippon India Focused Fund - Direct (G) | ₹131.52 | 15.74% | -2.02% | 14.69% |
| Franklin India Focused Equity Fund - Direct (G) | ₹121.77 | 14.52% | -1.46% | 17.35% |
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