Nippon India Focused Equity Fund(G)
View the direct plan of this scheme
Rs 114.2954 -0.4187(-0.365 %) NAV as on 30 Apr 2025
Scheme Objective: 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.
Performance (As on 30 Apr 2025)
6 month returns | 1 year returns | 3 year returns | 5 year returns | Returns since inception | |
---|---|---|---|---|---|
Scheme | -2.59 % | 7.47 % | 13.76 % | 24.70 % | 14.19 % |
NIFTY 500 | -3.16 % | 4.92 % | 14.19 % | 22.40 % | N/A |
Portfolio
Focused funds invest in a maximum of 30 stocks. While some funds stick only to large-cap stocks, most invest across market capitalisations. The high concentration in each stock, especially in the top few, allow the fund to squeeze out more benefits from a rally of a stock than funds with more diffused holdings. However, the fall of a stock can also have a heavy impact on performance. These funds, therefore, can deliver much higher than multi-cap funds but may also be more volatile. The 500 or the BSE 500 can be used as benchmarks to measure performance.
Focused funds suit investors with moderate to high risk appetites. The minimum period for which these funds need to be held is 5 years.