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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
1.16 | 32.95 | 1.09 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.42 | 46.10 | 1.52 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
BSE 500 - TRI |
Focused funds are equity funds. They invest in less than 30 companies to have a concentrated portfolio. These funds are relatively high risky because of lack of diversification.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Nippon India Focused Equity Fund | 19.29% | 16.18% | 18.41% |
SBI Focused Equity Fund | 23.64% | 10.92% | 16.39% |
HDFC Focused 30 Fund | 31.92% | 26.54% | 16.59% |
Axis Focused Fund | 24.54% | 6.70% | 15.22% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Equity
Others
Holdings
8.84 %
Holdings
7.02 %
Holdings
6.97 %
Nippon India Mutual Fund is one of India’s leading mutual funds, with Average Assets Under Management (AAUM) of Rs 2,79,431 Crores. NIMF has been established as a trust under the Indian Trusts Act, 1882 with Nippon Life Insurance Company as its Sponsor and Nippon Life India Trustee Ltd as its Trustee.
No.of Schemes
80
Total AUM
₹ 4,24,212.38 Cr.
Vinay Sharma
AUM: ₹16,942.56 Cr.
|
Exp: 5yrs
Rishit Parikh
AUM: ₹10,635.53 Cr.
|
Exp: 14yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%