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Funds/Nippon India Japan Equity Fund

Nippon India Japan Equity Fund

Nippon India Mutual Fund·Sectoral / Thematic·vs Nifty 500 TRI

The fund maintains a concentrated Japan-focused equity strategy with nearly 84% deployed across 33 holdings, signaling conviction in selective Japanese equities. The dramatic surge in cash proxy (Triparty Repo jumping 4.7 percentage points) suggests either profit-taking or tactical positioning ahead of potential market volatility. The portfolio leans toward industrial machinery, chemicals, and electronics—capturing Japan's manufacturing and technology strength—though elevated cash levels indicate the manager is cautiously awaiting better entry points rather than fully committed to the current market.

Portfolio analysis · April 2026

PlanNAV1M1Y3Y CAGR5Y CAGR
Direct Growth₹30.0823
Direct Growth₹30.0823
Regular Growth₹26.6854
Regular Growth₹26.6854+4.48%+34.33%+18.89%+10.43%
Returns above 1Y are CAGR. Direct plan rows highlighted. NAV from AMFI.
Holdings
30
Top 5 Weight
17.00%
Top 10 Weight
32.82%
Max Position
3.82%
Conviction Bets
30
Gini
0.065
Large Cap
0.00%
Mid Cap
0.00%
Small Cap
0.00%
Top Sector
Industrial Machinery & Supplies & Components
Sector Count
28
HHI (bps)
25,354
Highly Differentiated
Active Share
91.78%
vs peer portfolio
Weight Overlap
-0.03%
with avg peer
Cosine Similarity
portfolio angle
Peer Count
237
funds in category

Active Share = ½Σ|wfund − wpeer|, computed using leave-one-out peer portfolio within SEBI category.

Holdings: 3333+0 added0 removed27 weight shifts ≥ 0.1%
StockWeight
No new entries this month
#Holding% to NAV
1
Triparty Repo
12.38%
2
TDK Corp
JP3538800008
3.82%
3
Tokio Marine Holdings Inc
JP3910660004
3.37%
4
Keyence Corp
JP3236200006
3.33%
5
SMC Corp
JP3162600005
3.28%
6
Shin Etsu Chemical Co
JP3371200001
3.20%
7
Tokyo Electron Ltd
JP3571400005
3.19%
8
Ajinomoto Co Inc
JP3119600009
3.18%
9
Fast Retailing Co Ltd
JP3802300008
3.18%
10
BayCurrent Consulting Inc
JP3835250006
3.17%
11
Recruit Holdings Co Ltd
JP3970300004
3.10%
12
Orix Corporation
JP3200450009
3.05%
13
Sumitomo Elec Indust
JP3407400005
2.99%
14
Mitsubishi UFJ Financial Group Inc
JP3902900004
2.94%
15
Hitachi Ltd
JP3788600009
2.83%
16
Dai-ichi Life Holdings Inc
JP3476480003
2.79%
17
OTSUKA Corp
JP3188200004
2.77%
18
Nippon Yusen Kabushiki Kaisha
JP3753000003
2.77%
19
NTT Corp
JP3735400008
2.76%
20
Bridgestone Corp
JP3830800003
2.75%
Industrial Machinery & Supplies & Components5.9%
Diversified Real Estate Activities5.1%
Electronic Components3.8%
Property & Casualty Insurance3.4%
Electronic Equipment & Instruments3.3%
Specialty Chemicals3.2%
Semiconductor Materials & Equipment3.2%
Packaged Foods & Meats3.2%
Apparel Retail3.2%
Research & Consulting Services3.2%

Top 10 sectors by % to NAV. Excludes derivatives.

How many stocks does Nippon India Japan Equity Fund hold?

Nippon India Japan Equity Fund holds 30 stocks as per the latest AMFI portfolio disclosure. The top 5 positions account for 17.00% of NAV.

What is the largest holding in Nippon India Japan Equity Fund?

The largest position in Nippon India Japan Equity Fund is Triparty Repo, accounting for 12.38% of NAV.

Is Nippon India Japan Equity Fund a concentrated or diversified fund?

With a Gini coefficient of 0.065, Nippon India Japan Equity Fund is well-diversified. The HHI concentration index is 25,354 bps, which is above the 2500 bps threshold for high concentration. The top 5 holdings together make up 17.00% of the portfolio.

What is the market cap allocation of Nippon India Japan Equity Fund?

Based on SEBI's AMFI classification, Nippon India Japan Equity Fund's equity portfolio is split as: Large Cap: 0.00%, Mid Cap: 0.00%, Small Cap: 0.00%. This reflects the fund's positioning within the market cap spectrum.

Which sectors does Nippon India Japan Equity Fund invest in most?

Nippon India Japan Equity Fund has the highest allocation to Industrial Machinery & Supplies & Components (5.92%), Diversified Real Estate Activities (5.07%), Electronic Components (3.82%). The fund is invested across 28 sectors in total.

How actively managed is Nippon India Japan Equity Fund compared to other Sectoral / Thematic funds?

Nippon India Japan Equity Fund has an Active Share of 91.78%, classifying it as "Highly Differentiated" among 237 Sectoral / Thematic peers. This means the fund takes significantly different stock positions compared to its category peers.