Nippon India Flexi Cap Fund is an open-ended dynamic equity scheme investing across large cap, medium cap, and small cap stocks.
This fund is suitable for
those who are looking for Long term capital growth.
Fund Size?
Rs.1.76 Trillion
Benchmark Index?
Fund will be benchmarked under Nifty500 TRI.
Fund Managers?
·
Manish Gunwani, Dhrumil Shah
·
Varun
Goenka & Nikhil Rungta (Co Fund Managers)
· Kajal Desai (dedicated Fund Manager for Overseas Fund)
Time duration for Investment
|
Opens form |
Close on |
Reopen for
continuous sales and repurchase not later than |
|
July 26, 2021 |
August 09, 2021 |
August 24, 2021 |
Investment Objective:-
The primary objective of the scheme is to seek to generate appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity securities & equity related securities. The second objective is to generate consistent returns by investing in debt and money market securities.
Asset Allocation Pattern of the fund
|
Instruments |
Indicative asset
allocation (%) |
Risk Profile |
|
|
Minimum |
Maximum |
Low/Medium/High |
|
|
Equity & Equity
related instruments |
65% |
100% |
Medium to High |
|
Debt & Money
Market Instruments |
0% |
35% |
Low to Medium |
An overall limit of 50% of the portfolio value
has been introduced for the purpose of equity derivatives in the scheme.
The scheme may intend to invest up to US $150
million in ADR/GDR/Foreign Securities/Overseas ETFs in the six months of post
closer of NFO.
Conclusion:
Invest in this fund for long term.