Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
Nippon India Focused Equity IDCW Payout (DP)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 28th Feb
Top holdings
HDFC Bank Ltd
7.7%
Axis Bank Ltd
7.3%
ICICI Bank Ltd
6.9%
Reliance Industries Ltd
5.1%
Infosys Ltd
4.7%
Triparty Repo
4.7%
SBI Cards and Payment Services Ltd Ordinary Shares
4.5%
Bajaj Finserv Ltd
4.5%
InterGlobe Aviation Ltd
3.6%
3M India Ltd
3.4%
Top industry exposure
Financial Services
37.6%
Consumer Cyclical
22.0%
Industrials
11.6%
Healthcare
7.0%
Energy
5.1%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
52%
Lock-in period
-
Exit load
• 0% for redemption between 0% to 10% units and 1% for redemption between 10% to Maximum% units and within 365 days
Fund 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.