FundLens
34
FocusedAvoid

Nippon India Focused

Nippon India · Direct–Growth · rank #21 of 28 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
-1.5%
+0.6% vs index
3 Years
9.0%
-0.8% vs index
5 Years
10.3%
+0.8% vs index
Since launch
16.0%

Year-by-year performance

last entry = YTD
2021
+37.5%
2022
+8.4%
2023
+27.9%
2024
+10.9%
2025
+10.1%
2026
-2.3%

Why this score

Nippon India Focused scores 34/100 — #21 of 28 Focused fund (Avoid). It stands out for volatility — 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 return8.99% · 17th percentile in category
Volatility13.44 · 88th percentile in category
Sharpe ratio0.19 · 20th percentile in category
Expense ratio1.36% · 13th percentile in category
Sortino ratio0.25 · 18th percentile in category
5Y return10.34% · 38th percentile in category

Top holdings

top 5 = 34.7% of portfolio
1.ICICI Bank Ltd8.92%
2.HDFC Bank Ltd7.77%
3.Axis Bank Ltd7.59%
4.Infosys Ltd6.19%
5.Reliance Industries Ltd4.21%

30 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.

Other Focused funds