Nippon India Focused Equity Fund - Growth - Latest NAV ₹64.6952, Returns, Performance & Portfolio

Nippon India Focused Equity Fund - Growth

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Start your investment

Min amount: ₹1,000

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 24.36 Lakhs in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years16.47%
5 Years18.26%
3 Years10.2%
1 Year38.32%
6 Months40.48%
Fund Details
RiskModerately High risk
Fund TypeFocused Fund
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
Infosys Ltd7.94%
ICICI Bank Ltd7.71%
State Bank of India6.67%
Bharti Airtel Ltd5.99%
ITC Ltd5.35%
HDFC Bank Ltd5.32%
Honeywell Automation India Ltd4.49%
Axis Bank Ltd4.15%
Container Corporation of India Ltd Shs Dematerialised3.4%
Sun Pharmaceuticals Industries Ltd3.07%

About Reliance Focused Equity

Reliance focused equity fund is aimed at long-term capital appreciation by investing in equity and equity-related securities. The fund will invest in up to 30 companies across market capitalisations. The secondary objective of the scheme is to generate regular returns by investing in debt & money market instruments, REITs, and InvITs.

Pros & Cons of Reliance Focused Equity

Reliance focused equity fund offers the following benefits: 1. The fund gives the benefit of long-term capital appreciation along with regular returns. 2. It enables exposure in up to 30 companies across sectors and market capitalisations. 3. The five-year return is close to the best performer in the category and way above the average category returns.

Fund Information and Statistics of Reliance Focused Equity

i) Inception / Launch date

The Reliance Focused Equity was launched on December 26, 2006, by Reliance Mutual Funds.

ii) Risk level

Investments in Reliance focused equity fund are moderately high-risk bet and is suitable for investors with higher risk appetite and medium to long-term investment horizon.

iii) Redemption

Redemption of Units will be done at applicable NAV prices on every business day. Under normal circumstances, your fund house will dispatch the redemption proceeds within 3-4 working days.

iv) Fund Manager

The Fund is managed by Mr Vinay Sharma since May 2018.

v) Entry / Exit load

The fund house does not charge any entry load. However, there is 1% exit load if redeemed before 1 year from the date of allotment. However, there is no exit load after that period.

Tax benefits of investing in Reliance Focused Equity

A short-term capital gain tax of 15% is applicable if sold within a year from the date of allotment, whereas long-term capital gains, in excess of Rs 1 lakh, will be taxed at 10% if sold after one year. A dividend distribution tax of 10% is also levied on dividends.

About Reliance Mutual Fund

Reliance Mutual Fund is associated with one of the most renowned business brands in the country. Reliance Mutual Fund is backed by a strong team and governed by strong business ethics. The fund house aims to deliver reasonable returns to the investors by employing various activities permissible under the law.

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Frequently Asked Questions

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Start your investment

Min amount: ₹1,000

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 24.36 Lakhs in a period of 20 years
Moderately High risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns