Investment Objective
Nippon India Value Fund seeks to provide capital appreciation and/or to generate consistent returns for its investors by actively investing in equity or equity related securities primarily into value stocks.
Investment Strategy
- The fund seeks to invest in undervalued stocks having the potential to deliver relatively better risk-adjusted returns over the long term.
- It has the flexibility to invest across all sectors and market capitalisation.
- The scheme considers factors like business prospects, financial strength, earnings potential, etc during stock selection.
- It also factors in the current capabilities and assets of the company, i.e. investments and current assets, to ensure that these can support their future growth.
- It also identifies contra investment ideas, i.e. fundamentally strong companies that are available at attractive valuations due to near-term challenges while avoiding value traps where long-term structural growth is uncertain or at risk of disruption.
Who Should Invest
Investors seeking long term capital growth through investment in equity and equity related securities.
Those seeking to invest in a fund following a value investment strategy.