Nippon India Japan Equity Fund
🎯Investment Objective
“The 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.”
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 →
Sector Allocation
✅ 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 101–250 by market cap) — offering a balance of growth potential and relative stability. The ‘Blend’ position means the portfolio mixes both value and growth stocks — a balanced approach.
📖 What do Large/Mid/Small Cap mean? →Key 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 (↑ green) means they're buying more, decreasing (↓ red) means they're trimming. Click any stock name to see its detailed financials on Equiscale.
📖 Learn: Diversification & Asset Allocation →| # | Company | Sector | Allocation | Weight (%) | 3M Change | View |
|---|---|---|---|---|---|---|
| 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% | — |
Check Holdings Overlap
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Sign In to Check OverlapReturns
| 1M | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|
| — | — | — | +27.92% | +17.63% | +9.05% |
Performance
This chart shows the fund's NAV growth over time. Since inception, this fund has delivered a CAGR of 9.0%.
Investment Calculator
Estimate future value based on Nippon India Japan Equity Fund's historical returns
⚠️ Important Disclaimer
This projection uses past returns (17.63% CAGR) which do NOT guarantee future performance. Actual returns may vary significantly.
💡 Why SIP works: Investing ₹10,000/month uses rupee cost averaging — buying more units when markets dip. Over 5 years, this smooths out volatility.
👤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.