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MF_118672

Nippon India Gilt Fund - Direct Plan Growth Plan - Growth Option

Debt Scheme - Gilt Fund

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End Amount
₹30,540.62
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
8.41%
MF_118672 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
3.39%
Real Annualized Return
Alpha
0.02
Excess Return vs Benchmark
Beta
0.05
Volatility vs Benchmark
Sharpe Ratio
0.49
Risk-Adjusted Return
Sortino Ratio
0.82
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 44% 32% 58%
60 days 41% 26% 36%
90 days 41% 23% 30%
180 days 42% 16% 22%
1Yr 40% 10% 15%
3Yr 25% 3% 7%
5Yr 17% 4% 6%
7Yr 9% 2% 5%
10Yr 0% 0% 4%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Nippon India Gilt Fund - Direct Plan Growth Plan - Growth Option Nifty 50
30 days -7.5% | -19.7% | 7.3% | 52.2% 26.6% | -61.9% | 14.2% | 180.7%
60 days -5.4% | -10.7% | 7.7% | 38.8% -23.0% | -45.3% | 16.7% | 120.0%
90 days -3.8% | -8.8% | 7.8% | 33.3% -25.0% | -37.7% | 15.4% | 102.4%
1 Year 2.5% | 0.8% | 8.5% | 19.9% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 6.2% | 4.4% | 9.2% | 14.7% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 5.4% | 5.5% | 8.4% | 11.9% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 6.1% | 6.4% | 8.7% | 12.0% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 7.2% | 7.3% | 8.9% | 9.8% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 1 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
June 4, 2013 May 29, 2014 359 days 12% Nifty 50: 10% 10965 9670 10971