π―Investment Objective
βThe fund endeavors to create a portfolio of companies which are leaders or potential leaders in the growth oriented sectors of Japan and are listed on recognized stock exchanges of Japan, using a blend of top down and bottom up approach without any extreme sector bias.β
Source: Nippon India Japan Equity Fund scheme information document
Asset Allocation
Quarterly comparison data not available.
This fund has over 80% in equity, it's an aggressive allocation. Expect significant volatility but potentially higher long-term returns.
Asset Allocation - The Single Most Important Investment Decision β
Sector Allocation
β Well-diversified, no sector dominates, with the top 3 at just 18.2%. This spread reduces sector-specific risk.
Holdings-Based Style Box
This fund sits in the Mid-Blend quadrant based on its holdings characteristics.
The fund primarily holds mid-cap stocks (ranked 101β250 by market cap) β offering a balance of growth potential and relative stability. The βBlendβ position means the portfolio mixes both value and growth stocks β a balanced approach.
π What do Large/Mid/Small Cap mean? βKey Metrics
Fund DNA
Portfolio Holdings32 positions
The Weight column shows how much of the fund's money is in each stock. The 3M Change reveals the fund manager's recent moves, increasing weight (β green) means they're buying more, decreasing (β red) means they're trimming. Click any stock name to see its detailed financials on Equiscale.
π Learn: Diversification & Asset Allocation β| # | Company | Sector | Allocation | Weight (%) | 3M Change |
|---|---|---|---|---|---|
| 1 | Ajinomoto Co Inc | Packaged Foods & Meats | 4.5% | - | |
| 2 | Komatsu Ltd | Construction Machinery & Heavy Transportation Equipment | 4.3% | - | |
| 3 | Sumitomo Elec Indust | Automotive Parts & Equipment | 4.2% | - | |
| 4 | Mitsubishi Corp | Trading Companies & Distributors | 4.0% | - | |
| 5 | SMC Corp | Industrial Machinery & Supplies & Components | 4.0% | - | |
| 6 | Tokyo Electron Ltd | Semiconductor Materials & Equipment | 4.0% | - | |
| 7 | Shin Etsu Chemical Co | Specialty Chemicals | 3.7% | - | |
| 8 | Dai-ichi Life Holdings Inc | Life & Health Insurance | 3.5% | - | |
| 9 | MITSUBISHI HEAVY ORD | Industrial Machinery & Supplies & Components | 3.5% | - | |
| 10 | Fast Retailing Co Ltd | Apparel Retail | 3.5% | - |
Holdings Overlap with Your Portfolio
Investment Calculator
Estimate future value based on Nippon India Japan Equity Fund's historical returns
β οΈ Important Disclaimer
This projection uses past returns (12% CAGR) which do NOT guarantee future performance. Actual returns may vary significantly.
π‘ Why SIP works: Investing βΉ10,000/month uses rupee cost averaging, buying more units when markets dip. Over 5 years, this smooths out volatility.
Returns
| 1M | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|
| -0.10619422329808392% | +8.003180591261927% | - | - | - | - |
Performance
This chart shows the fund's NAV growth over time.
π€Fund Manager
Fund manager information is not available for this fund.
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All mutual fund data is for educational purposes only. Past performance does not guarantee future returns. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Equiscale does not provide investment advice.