37
FocusedAvoid
Nippon India Focused
Nippon India · Direct–Growth · rank #19 of 28 by Smart Score
Data updated
Trailing returns
1 Year
3.5%
+0.5% vs index
3 Years
10.5%
-1.1% vs index
5 Years
11.3%
+0.9% vs index
Since launch
16.2%
Year-by-year performance
2021
+37.5%+6.8% vs index
2022
+8.4%+4.6% vs index
2023
+27.9%+1.4% vs index
2024
+10.9%-4.8% vs index
2025
+10.1%+2.4% vs index
2026
-1.0%+1.0% vs index
Why this score
Nippon India Focused scores 37/100 — #19 of 28 Focused fund (Avoid). It stands out for volatility and fund size — beating 88% of peers on volatility. The main drag is its 3y return (better than only 17% of peers).
Each bar shows the fund's percentile vs Focused peers — a longer bar beats more of the category.
3Y return10.49% · 17th percentile in category
Volatility13.46 · 88th percentile in category
Sharpe ratio0.28 · 20th percentile in category
Expense ratio1.37% · 13th percentile in category
Fund size8529.70 Cr · 80th percentile in category
Sortino ratio0.39 · 23rd percentile in category
Top holdings
1.ICICI Bank Ltd8.93%
2.HDFC Bank Ltd8.14%
3.Axis Bank Ltd6.58%
4.Infosys Ltd5.6%
5.Zomato Ltd4.7%
29 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.