3 Year return

18.91%
Launched on January 2013 (11 years)

Investment Details

₹100

Minimum SIP Amount

₹5000

Minimum one time investment

Fund has no lock-in period

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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹7916.72 Cr.

Expense Ratio

1.18% (inclusive of GST)

Exit Load

10% of the units allotted shall be redeemed without any exit load, on or before completion of 12 months from the date of allotment of units. 1% if redeemed or switchd out on or efore completion of 12 months from the date of allotment of units. NIl if redeemed or switched out after the completion of 12 Months from the date of allotment of units.

Ratings

ARQ Rating
4

Ratings by other agencies

3
5
3

Tax Implications

Withdrawal within 1 year

Exit load + 15% tax on gains

Withdrawal after 1 year

10% tax on gains over ₹1 Lakh per financial year

Fund Holdings

Holdings

Nippon India Mutual Fund Managers

VS

Vinay Sharma

Fund Manager since Aug 2023

View Details

Fund House Details

Nippon India Mutual Fund

Nippon India Mutual Fund Asset management company

AUM ₹433,896.92 Cr.
No. of Schemes 293
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by Nippon India Mutual Fund

List of mutual fund schemes by AMC

About the Nippon India Focused Equity Fund Direct Plan IDCW Payout

The Nippon India Focused Equity Fund Direct Plan IDCW Payout is a diversified equity fund by Nippon India Mutual Fund that invests in a focused portfolio of up to 30 stocks. The fund aims to generate long-term capital appreciation by investing in stocks of companies that are well-positioned to benefit from structural growth trends in the economy. The fund has a track record of delivering superior returns over the long term.

Investment Objectives of the Scheme

The investment objective of the Nippon India Focused Equity Fund Direct Plan IDCW Payout is to provide long-term capital appreciation by investing in a focused portfolio of 30 stocks. The fund will invest in a diversified portfolio of stocks across sectors, with a bias towards large-cap and mid-cap stocks. The fund will also invest in a small number of small-cap stocks. The Nippon India Focused Equity Fund Direct Plan IDCW Payout is an open ended fund. This means that the fund can issue and redeem units on a continuous basis. The expense ratio of the Nippon India Focused Equity Fund Direct Plan IDCW Payout is lower than the category average.

Key Features of The Fund

5-year return 19.86%
Expense Ratio 1.18%
Fund Manager Vinay Sharma
Fund Size ₹7916.72 Cr
Risk Profile Very High

Is This Scheme Right for Me?

The Nippon India Focused Equity Fund Direct Plan IDCW Payout is suitable for investors who are looking for long-term capital appreciation and have an above average risk appetite. The fund is not suitable for investors who need regular income or who are not comfortable with the risk of losing money. If you are looking for a diversified equity fund with the potential to generate long-term capital appreciation, the Nippon India Focused Equity Fund Direct Plan IDCW Payout is a good option to consider. However, it is important to remember that all investments carry some risk and you should only invest in this fund if you understand the risks involved and are comfortable with them.

AMC Contact Details

Name Nippon India Mutual Fund
Launch Date June 1995
Addresss Nippon Life India Asset Management Limited, 4th Floor, Tower A, Peninsula Business Park, Ganapatrao Kadam Marg, Lower Parel (W), Mumbai – 400 013
Contact 1860 266 0111
Email customercare@nipponindiaim.in
Website https://mf.nipponindiaim.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

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FAQs

What is today's NAV of Nippon India Focused Equity Fund Direct Plan IDCW Payout?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Nippon India Focused Equity Fund Direct Plan IDCW Payout Jun 14 2024 is 48.9441

What is the AUM of Nippon India Focused Equity Fund Direct Plan IDCW Payout?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Nippon India Focused Equity Fund Direct Plan IDCW Payout is 7916.72 crore.

What is the expense ratio of Nippon India Focused Equity Fund Direct Plan IDCW Payout?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Nippon India Focused Equity Fund Direct Plan IDCW Payout is 1.18%

What are the returns of Nippon India Focused Equity Fund Direct Plan IDCW Payout since inception?

The Nippon India Focused Equity Fund Direct Plan IDCW Payout was launched on Jan 01 2013. The fund has delivered a CAGR of 18.52 since inception.

What is the minimum SIP amount to invest in Nippon India Focused Equity Fund Direct Plan IDCW Payout?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Nippon India Focused Equity Fund Direct Plan IDCW Payout is 100.

How do I invest in Nippon India Focused Equity Fund Direct Plan IDCW Payout?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in Nippon India Focused Equity Fund Direct Plan IDCW Payout?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Nippon India Focused Equity Fund Direct Plan IDCW Payout?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in Nippon India Focused Equity Fund Direct Plan IDCW Payout?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.