39
FocusedAvoid
Nippon India Focused
Nippon India · Direct–Growth · rank #18 of 28 by Smart Score
Data updated
Trailing returns
1 Year
-2.6%
+2.1% vs index
3 Years
9.1%
-0.3% vs index
5 Years
8.6%
+0.7% vs index
Since launch
15.8%
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
-3.9%+2.1% vs index
Why this score
Nippon India Focused scores 39/100 — #18 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 28% of peers).
Each bar shows the fund's percentile vs Focused peers — a longer bar beats more of the category.
3Y return9.09% · 28th percentile in category
Volatility13.58 · 88th percentile in category
Expense ratio1.39% · 13th percentile in category
5Y return8.61% · 35th percentile in category
Sharpe ratio0.19 · 27th percentile in category
Fund size8075.20 Cr · 80th percentile in category
Top holdings
1.HDFC Bank Ltd9.37%
2.ICICI Bank Ltd9.17%
3.Axis Bank Ltd6.6%
4.Infosys Ltd5.82%
5.Reliance Industries Ltd4.19%
30 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.