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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
1.17 | 35.59 | 0.33 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.43 | 41.52 | 0.45 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
— |
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(IDCW) | 1.65% | 6.07% | 10.19% |
SBI Focused Equity Fund(IDCW-Payout) | 16.59% | 11.75% | 13.08% |
HDFC Focused 30 Fund(IDCW) | 8.85% | 13.08% | 4.66% |
Axis Focused Fund(IDCW) | -0.09% | -6.13% | 8.64% |
Actual
Target
Jun 2024
Sep 2024
Dec 2024
Jan 2025
Jun 2024
Sep 2024
Dec 2024
Jan 2025
Jun 2024
Sep 2024
Dec 2024
Jan 2025
Equity
Others
Holdings
7.96 %
Holdings
6.86 %
Holdings
6.51 %
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
₹ 4,10,921.65 Cr.
Vinay Sharma
AUM: ₹16,377.62 Cr.
|
Exp: 5yrs
Rishit Parikh
AUM: ₹10,151.79 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%