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Writer's pictureJai prakash

Nippon India Innovation Fund NFO


"Innovation-themed fund logo depicting growth and technology."

Nippon Life India Asset Management Limited (NAM India) proudly introduces the Nippon India Innovation Fund, a dynamic open-ended equity fund designed to seize opportunities within the realm of innovation. This innovative scheme is strategically crafted to invest primarily in a diverse array of companies leading the charge in transformative sectors such as fintech, specialty chemicals & pharma, auto & auto ancillaries, internet-based enterprises, and multinational corporations. With a keen focus on pioneering advancements, this fund seeks to harness the potential of pioneering businesses propelling innovation across various industries.

During the limited-time window from August 09, 2023, to August 23, 2023, investors have the opportunity to engage with this new fund offering. The Nippon India Innovation Fund sets its sights on companies that exhibit innovation-driven disruption, committing a minimum of 80 percent of its assets to such enterprises. With a strategic eye on the long-term horizon, this fund seeks to unlock substantial value for investors by capitalizing on the transformative potential of these forward-thinking businesses.

The fund's strategic approach, as outlined in the Scheme Information Document, transcends confinement to a specific market sector or capitalization. Instead, it embraces a diverse portfolio spanning various market caps and sectors. This approach reflects the fund's adaptable nature, allowing it to exploit investment opportunities by swiftly identifying and engaging with companies leading the innovation charge in technologies, business models, and beyond. Diverging from the common trend of funds tied to specific indices or segments, this fund is distinguished by its commitment to an innovation-driven theme.


During the launch event, Sailesh Raj Bhan, CIO – Equity Investments at Nippon India Mutual Fund, highlighted the significance of innovation in India's future landscape. He remarked, "Anticipating substantial investment in Innovation and R&D over the next two decades, the ability to differentiate through innovation stands as a pivotal driver for sustained business success. Engaging with this realm holds utmost importance, as transformative innovation has the potential to foster growth across diverse sectors. Hence, the introduction of Nippon India Innovation Fund aims to capture these promising opportunities. Nonetheless, it's important to acknowledge that such themes may entail longer development periods, given that not all innovations may prosper. Our approach includes prudent risk management through comprehensive diversification across sectors." For investors seeking fresh avenues amid this phase characterized by optimism and growth, this fund presents a promising opportunity. Positioned strategically, it aims to capture companies primed for substantial expansion, making it an appealing choice for those aiming to align their investments with the potential for significant future growth.

While Nippon India Innovation Fund enters a space already explored, like ICICI Prudential Mutual Fund's earlier launch of the ICICI Prudential Innovation Fund on April 10, 2023, the concept of the "innovation" theme remains complex and debatable. Though the initial impression suggests investment in forward-looking companies utilizing emerging technologies and processes, the inherent challenges should not be overlooked. Successful innovation often requires short-term effectiveness to realize palpable benefits. However, long-term sustainability might not always align with expectations.


Furthermore, innovation inherently carries a level of risk. Some risks can lead to failures, impacting profits and reputations of companies involved. Thematic schemes, especially those centered around innovation, can carry high risk, potentially resulting in capital losses.


Moreover, given its thematic nature, this fund could be susceptible to the volatile shifts of the market. The unpredictable nature of market cycles, potentially lasting for extended periods, poses a challenge. Devaluation due to obsolescence or regulatory changes, combined with the fund's rigid structure, could lead to lasting capital reductions. Therefore, investment in thematic funds, including this one, might come with heightened volatility and risk.


The distinct features of this fund, while resembling a thematic fund, amplify potential volatility and risk due to several factors:


1. **Unpredictable market cycles**: Thematic funds focused on specific themes or sectors can be more sensitive to market fluctuations. For example, a thematic fund concentrated on renewable energy might suffer losses if oil prices decline.


2. **Depreciation from obsolescence**: Thematic funds are susceptible to losing value if the underlying theme or sector becomes outdated. For instance, a thematic fund invested in solar energy could decline if battery technology advancements reduce the attractiveness of solar energy.


3. **Regulatory changes**: Alterations in regulations can significantly impact thematic funds. A thematic fund heavily invested in certain sectors, like cannabis, might face devaluation due to new regulations.


4. **Structural rigidity**: Thematic funds often have less flexibility compared to other types. This can hinder their ability to respond to market shifts or theme-related changes. For instance, an electric vehicle-themed fund might struggle with adjustments to shifts in electric vehicle technology or market trends.


In conclusion, while investing in Nippon India Innovation Fund presents an avenue for growth, it's important to consider the risks associated with thematic funds, particularly those centered around innovation, and to be prepared for potential market volatility and unexpected shifts that could impact the fund's performance.

 

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*Investors should consult their financial advisors if in doubt about whether the product is suitable for them

Note: The above information has been sourced from the Scheme Information Document provided by Canara Robeco Asset Management. Read the entire document before investing, Disclaimer: Jaiprakash (ARN/Distributor - 70524; brand name Vasundhra Investment) is the distributor of the mutual fund. Please consult your investment advisor before investing

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.






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