Nippon India Value Fund Direct Growth is an equity fund. This fund was established on January 1, 2013. The fund is managed by Dhrumil Shah, Kinjal Desai and Meenakshi Dawar. The fund has the potential to outperform inflation in the long-run.
This scheme’s main investment goal is to actively engage in equities and equity-related assets, mainly value stocks, to seek capital appreciation and/or create consistent returns.
Nippon India Value Fund Returns
Since its launch, Nippon India Value Fund Direct Growth has produced a CAGR return of 18.52%. The fund has produced a CAGR return of 54.64%, 26.71% and 27.63% during the previous one, three, and five years, respectively.
Nippon India Value Fund Returns Top 5 Holdings
| Name | Sector | Instrument | Assets |
|---|---|---|---|
|
HDFC Bank Ltd.
|
Financial | Equity | 8.00% |
|
ICICI Bank Ltd.
|
Financial | Equity | 5.43% |
|
Infosys Ltd.
|
Technology | Equity | 3.83% |
|
NTPC Ltd.
|
Energy | Equity | 3.20% |
|
Dixon Technologies (India) Ltd.
|
Capital Goods | Equity | 3.15% |
Nippon India Value Fund Suitability
If you invest for 5 years or longer, you can expect profits that outperform both inflation and fixed income returns. However, you can expect your investment value to fluctuate along the way. This fund invests in a value/contrarian manner, looking for stocks that are much less than the fund management team feels they are worth.
Disclaimer: The information provided in this article is for informational purposes only and should not be considered as financial advice. The data and figures presented are based on publicly available information and may be subject to change. Before making any investment decisions, it is recommended to conduct thorough research, consult with financial advisors, and consider your individual investment goals and risk tolerance. The author and publisher of this article do not assume any responsibility for any investment decisions made based on the information provided.