Nippon India ETF Nifty IT · NSE:ITBEES
Nippon India ETF Nifty IT — Nippon India Focused Equity Fund — Investor Presentation (August 2022)
12 slides from Nippon India ETF Nifty IT's investor presentation, August 2022
Slide 1: Nippon India Focused Equity Fund
Nippon India Focused Equity Fund (An open ended multi cap equity scheme investing in maximum 30 stocks)
Slide 2: Investment Philosophy
Investment Philosophy High conviction stock ideas across MCAP range Nippon India Focused Equity Special Fund Style Situation agnostic. ideas – Focus on Temporary Scalable distortion Opportunities Note: The current fund philosophy may change in future depending on market conditions or fund manager’s
Slide 3: Investment Framework
Investment Framework Investment Strategy Current Positioning High conviction Portfolio No. of Stocks in portfolio: 30 Top 5 Sectors ~ 49% allocations Investment across Market caps Large cap: 59%, Mid cap: 14%, Small cap: 27% (Excl Cash) Adopts a combination of top-down Weighted Average
Slide 4: High Conviction Investment Style combined with Prudent Risk Mgmt.
High Conviction Investment Style combined with Prudent Risk Mgmt. • High conviction investment style across stocks & sectors • Attempt to generate long term alpha through: • Reasonable OW/UW positions with high active share. • Opportunistic shift in market cap allocations • Diversified investment st
Slide 5: Current Fund Positioning
Current Fund Positioning Top 5 Allocation Groups by Active Weight Bottom 5 Allocation Groups by Active Weight Avg Active Attribution Avg Active Attribution Group Name Group Name Weight (%) Total (%) Weight (%) Total (%) Communication Services 9.66 -0.03 Materials -10.24 -0.04 Cash 7.65 -0.25 Utiliti
Slide 6: Portfolio Details (Aug 31, 2022)
Portfolio Details (Aug 31, 2022) Top 10 Holdings Weightage Top 10 Sectors Weightage State Bank of India 7.09% Banks 19.32% Infosys Limited 6.90% Finance 10.84% Axis Bank Limited 6.73% IT - Software 6.90% ICICI Bank Limited 5.50% Construction 6.01% Housing Development Finance 4.54% Corporation Limite
Slide 7: Scheme Performance
Scheme Performance *Reliance Focused Large Cap Fund was merged into Reliance Mid & Small Cap Fund and the merged scheme was renamed as Nippon India Focused Equity Fund (formerly Reliance Focused Equity Fund) (‘Scheme’) with effect from April 28, 2018. In line with SEBI circular SEBI/HO/IMD/DF3/CIR/P
Slide 8: Performance of other funds managed by the Fund Manager
Performance of other funds managed by the Fund Manager
Slide 9: Performance of Schemes managed by Vinay Sharma
Performance of Schemes managed by Vinay Sharma CAGR % Scheme Name 1 Year Return 3 Years Return 5 Years Return Scheme Benchmark Scheme Benchmark Scheme Benchmark Nippon India Banking & Financial Services Fund 8.06 1.81 14.26 14.28 7.81 13.20 a. Mr. Vinay Sharma manages 2 open-ended schemes of Nippon
Slide 10: Product Label – Nippon India Banking & Financial Services Fund
Product Label – Nippon India Banking & Financial Services Fund
Slide 11: Disclaimer
Disclaimer The information herein is meant only for general reading purposes and the views being expressed only constitute opinions and therefore cannot be considered as guidelines, recommendations or as a professional guide for the readers Certain factual and statistical information (historical as
Slide 12: Thank you for your time!
> Nippon india Mutual Fund y Wealth sets you Free Thank you for your time! WA Good gets W*
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