Which funds are similar to Nippon India Focused Fund Direct-Growth?
Funds similar to Nippon India Focused Fund Direct-Growth in the Equity: Focused category include SBI Focused Fund Direct Plan-Growth, HDFC Focused Fund Direct-Growth, and ICICI Prudential Focused Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of Nippon India Focused Fund Direct-Growth in its category?
On a 3-year return basis Nippon India Focused Fund Direct-Growth is ranked 23 out of 26 funds in the Equity: Focused category as of 6 Sep 2026. On a 5-year return basis it ranks 13 out of 24. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does Nippon India Focused Fund Direct-Growth's expense ratio compare to similar funds?
Nippon India Focused Fund Direct-Growth has an expense ratio of 1.36%. The peers SBI Focused Fund Direct Plan-Growth has an expense ratio of 0.82% and HDFC Focused Fund Direct-Growth has 0.80%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does Nippon India Focused Fund Direct-Growth's AUM compare to similar funds?
Nippon India Focused Fund Direct-Growth has an AUM of ₹8,529.7 crore. The peers SBI Focused Fund Direct Plan-Growth has an AUM of ₹50,040.8 crore and HDFC Focused Fund Direct-Growth has ₹27,924.8 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Equity: Focused?
The top performing fund in the Equity: Focused category on a 3-year basis is Invesco India Focused Fund Direct-Growth with a CAGR of 21.95% as of 6 Sep 2026. Nippon India Focused Fund Direct-Growth has delivered 9.74% CAGR over the same period, ranking 23 out of 26 funds. You can view and compare the full category ranking on sharpely.
How does Nippon India Focused Fund Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, Nippon India Focused Fund Direct-Growth has a Sharpe ratio of 0.42 compared to the Equity: Focused average of 0.59 as of 6 Sep 2026. It ranks 23 out of 27 funds in its category on Sharpe ratio.
