January 16, 2026
RA Jainee
Nippon India Focused Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 136.23 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 48.95 |
| Min. Investment (Rs.) | 5,000 |
| Min. SIP Investment (Rs.) | 100 |
| Min. No of Cheques | 60 |
| Benchmark | BSE 500 TRI |
| AUM Rs. | 8,790 Cr |
| (As on 31-Dec-2025) | |
| Expense | 1.15% |
| 1 Year Return (%) | 13.00 |
| 3 Year Return (%) | 15.87 |
| 5 Year Return (%) | 16.60 |
| 10 Year Return (%) | 15.11 |
| Return Since Launch | 17.07% |
⚖️ Sahifund Review – Nippon India Focused Fund ✔
PLUS: Stability, track record, cost efficiency
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MINUS: Large AUM, large-cap bias, momentum lag
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Sahifund View (Decisive Line):
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| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
Flexi-cap funds are suitable for investors:
1. Seeking exposure in a diversified set of stocks for high returns
2. Aiming for long-term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
Fund’s Investment Strategy:
The fund seeks to generate long term capital appreciation by investing in a portfolio of equity & equity related securities up to 30 companies across market capitalization.
Fund Manager:
1) ) Vinay Sharma
Education: Mr. Sharma is B.Arch & PGDCM
Experience: Prior to joining Nippon India Mutual Fund he has worked with ICICI Prudential AMC, Kotak Mahindra Mutual Fund, J.P. Morgan India Pvt. Ltd. and UTI Bank.
2) Rishit Parikh
Education: Mr. Parikh has done B.Tech and MBA
Experience: Prior to joining Nippon India Mutual Fund, he has worked with Nomura and Goldman Sachs
Investment Details
| Min. Investment (Rs.) | 5,000 |
| Min. Addl Investment (Rs.) | 1,000 |
| Min. SIP Investment (Rs.) | 100 |
| Min. Withdrawal (Rs.) | 100 |
| Min. No of Cheques | 60 |
| Min. Balance (Rs.) | 5,000 |
| Lock-in Period | NA |
| Exit Load | For units in excess of 10% of the investment, 1% will be charged for redemption within 365 days |
Basic Details of Nippon India Focused Fund
| Fund House | Nippon India Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 17.07% |
| Benchmark | BSE 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets (Rs.) | 8,790 Cr |
| (As on 31-Dec-2025) | |
| Expense | 1.15% |
| (As on 31-Dec-2025) | |
| Risk Grade | Average |
| Return Grade | Average |
| Turnover | 43.00% |
Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Nippon India Focused Dir | -0.78 | 0.29 | -0.82 | 2.18 | 1.55 | 13.00 | 15.87 | 16.60 | 16.40 | 15.11 |
| BSE 500 TRI | -1.70 | 0.00 | -1.13 | 1.34 | 1.10 | 10.22 | 15.98 | 15.31 | 15.81 | 15.24 |
| Equity: Flexi Cap | -1.40 | 0.00 | -1.12 | 0.42 | 0.61 | 8.33 | 17.45 | 15.63 | 15.93 | 15.21 |
| Rank within category | 14 | 15 | 34 | 19 | 38 | 17 | 52 | 18 | 16 | 19 |
| Number of funds in category | 115 | 116 | 113 | 110 | 102 | 95 | 72 | 57 | 42 | 35 |
Peer Comparison of Nippon India Focused Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs.) (Rs. Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Nippon India Focused Dir | 3 star | 13.00 | 15.87 | 16.60 | 1.15 | 8,790 | 17.07 | 1.00 (365) | 13Y | 43.00 |
| Parag Parikh Flexi Cap Dir | 5 star | 9.93 | 22.01 | 19.87 | 0.63 | 1,33,309 | 19.36 | 2.00 (365) | 12Y 7M | 12.67 |
| HDFC Flexi Cap Dir | 5 star | 15.30 | 22.32 | 22.62 | 0.65 | 96,295 | 16.88 | 1.00 (365) | 13Y | 12.51 |
| SBI Focused Dir | 4 star | 18.57 | 19.88 | 17.24 | 0.74 | 43,173 | 15.95 | 0.25 (30) | 13Y | 37.00 |
| HDFC Focused Dir | 5 star | 15.05 | 22.67 | 24.25 | 0.61 | 26,537 | 15.75 | 1.00 (365) | 13Y | 13.75 |
Portfolio Analysis of Nippon India Focused Fund
| No. of Stocks | 30 |
| Top 10 Stocks | 51.19% |
| Top 5 Stocks | 32.05% |
| Top 3 Sectors | 61.76% |
| Portfolio P/B Ratio | 3.34 |
| Portfolio P/E Ratio | 28.22 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs. Cr) | 1,84,676 | 1,87,652 |
| Giant (%) | — | — |
| Large (%) | 68.71 | 62.33 |
| Mid (%) | 15.31 | 22.06 |
| Small (%) | 15.98 | 15.86 |
| Tiny (%) | — | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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