Nippon India Focused Equity Fund Direct Growth

Scheme code: INF204K01F95 NAV value: ₹ 126.1722 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Focused Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	1.14	42.46	22.15	27.5
3 year	9.78	40.19	21.31	19.35
5 year	1.58	31.34	15.28	15.23
7 year	10.34	22.75	15.59	14.59
10 year	12.55	22.33	18.02	16.01
12 year	17.10	19.36	18.43	16.38

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	15.51	22.15
3 year	6.28	33.32	15.79	21.31
5 year	3.54	26.02	13.5	15.28
7 year	3.33	15.62	11.71	15.59
10 year	3.49	17.22	10.6	18.02
12 year	3.07	16.17	10.84	18.43
15 year	6.95	15.66	10.88

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-57.24	250.45	139.06	22.15
3 year	9.08	58.7	29.31	21.31
5 year	3.67	48	18.04	15.28
7 year	3.8	31.03	14.14	15.59
10 year	3.8	28.93	12.39	18.02
12 year	3.63	26.65	12.59	18.43
15 year	7.01	32.26	12.89

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	20.76	22.15
3 year	7.68	33.37	17.09	21.31
5 year	2.35	27.63	13.51	15.28
7 year	3.76	16.01	12.07	15.59
10 year	3.56	16.94	10.92	18.02
12 year	3.31	16.54	11.01	18.43
15 year	6.56	16.42	10.96

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	19.68	22.15
3 year	8.04	34.46	18.26	21.31
5 year	3.37	28.64	14.21	15.28
7 year	3.97	16.42	12.41	15.59
10 year	3.53	17.72	11.22	18.02
12 year	3.1	16.97	11.31	18.43
15 year	6.68	16.96	11.22

Rolling return for 1 year

- Average return: 22.15% - Median return: 24.71% - Average standard deviation: 4.41

Rolling return for 3 year

- Average return: 21.31% - Median return: 20.38% - Average standard deviation: 2.08

Rolling return for 5 year

- Average return: 15.28% - Median return: 15.25% - Average standard deviation: 1.19

Rolling return for 7 year

- Average return: 15.59% - Median return: 15.29% - Average standard deviation: 0.87

Rolling return for 10 year

- Average return: 18.02% - Median return: 18.51% - Average standard deviation: 0.5

Rolling return for 12 year

- Average return: 18.43% - Median return: 18.6% - Average standard deviation: 0.47

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	12,86,552	86,552	7.22
3 year	36,00,000	47,87,439	11,87,439	9.97
5 year	60,00,000	93,05,987	33,05,987	9.18
7 year	84,00,000	1,46,28,163	62,28,163	8.25
10 year	1,20,00,000	2,85,55,015	1,65,55,015	9.06
12 year	1,44,00,000	4,10,68,566	2,66,68,566	9.13

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	4.9	7.22
3 year	7.3	9.97
5 year	7.48	9.18
7 year	6.39	8.25
10 year	5.95	9.06
12 year	6.11	9.13

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	44.02	7.22
3 year	20.64	9.97
5 year	13	9.18
7 year	9.48	8.25
10 year	7.99	9.06
12 year	8.12	9.13

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	6.35	7.22
3 year	8.22	9.97
5 year	7.77	9.18
7 year	6.6	8.25
10 year	6.23	9.06
12 year	6.37	9.13

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	5.58	7.22
3 year	8.71	9.97
5 year	8.22	9.18
7 year	6.82	8.25
10 year	6.47	9.06
12 year	6.6	9.13

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,86,552 - Absolute Returns: ₹86,552 - CAGR: 7.22%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹47,87,439 - Absolute Returns: ₹11,87,439 - CAGR: 9.97%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹93,05,987 - Absolute Returns: ₹33,05,987 - CAGR: 9.18%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,46,28,163 - Absolute Returns: ₹62,28,163 - CAGR: 8.25%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,85,55,015 - Absolute Returns: ₹1,65,55,015 - CAGR: 9.06%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,10,68,566 - Absolute Returns: ₹2,66,68,566 - CAGR: 9.13%