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MF_118692

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

Equity Scheme - Focused Fund

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End Amount
₹72,973.46
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
15.45%
MF_118692 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
10.11%
Real Annualized Return
Alpha
0.04
Excess Return vs Benchmark
Beta
1.09
Volatility vs Benchmark
Sharpe Ratio
0.57
Risk-Adjusted Return
Sortino Ratio
0.86
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 54% 44% 22%
60 days 55% 29% 13%
90 days 57% 24% 10%
180 days 60% 18% 7%
1Yr 69% 12% 5%
3Yr 76% 7% 4%
5Yr 71% 4% 1%
7Yr 91% 3% 0%
10Yr 100% 3% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Nippon India Focused Fund - Direct Plan Growth Plan - Growth Option Nifty 50
30 days -13.4% | -70.1% | 25.1% | 276.1% 26.6% | -61.9% | 14.2% | 180.7%
60 days -37.8% | -57.3% | 20.9% | 194.4% -23.0% | -45.3% | 16.7% | 120.0%
90 days -27.3% | -44.3% | 18.0% | 179.7% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -7.1% | -15.1% | 12.3% | 94.0% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 8.8% | -2.2% | 16.4% | 37.6% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 8.3% | 4.3% | 15.8% | 27.7% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 14.6% | 12.6% | 15.4% | 19.9% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 11.9% | 12.6% | 15.7% | 21.5% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 20 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 7, 2013 Dec. 27, 2013 354 days 22% Nifty 50: 11% 10095 7864 10110
Jan. 22, 2014 March 22, 2014 59 days 7% Nifty 50: 5% 10371 9666 10393
July 4, 2014 Aug. 19, 2014 46 days 7% Nifty 50: 4% 15576 14500 15638
Sept. 22, 2014 Oct. 31, 2014 39 days 5% Nifty 50: 5% 17283 16378 17400
Dec. 4, 2014 Dec. 31, 2014 27 days 5% Nifty 50: 6% 18564 17549 18648
March 3, 2015 April 9, 2015 37 days 7% Nifty 50: 7% 20049 18671 20128
April 13, 2015 July 31, 2015 109 days 11% Nifty 50: 10% 20354 18171 20422
Aug. 6, 2015 June 30, 2016 329 days 21% Nifty 50: 19% 20708 16384 20904
Oct. 24, 2016 March 29, 2017 156 days 15% Nifty 50: 9% 23981 20316 24065
May 16, 2017 June 9, 2017 24 days 6% Nifty 50: 2% 26086 24619 26193
July 25, 2017 Sept. 16, 2017 53 days 7% Nifty 50: 2% 27171 25390 27186
Sept. 19, 2017 Oct. 12, 2017 23 days 6% Nifty 50: 4% 27273 25709 27305
Jan. 15, 2018 Dec. 2, 2020 1052 days 43% Nifty 50: 27% 31557 17850 31599
March 3, 2021 May 26, 2021 84 days 8% Nifty 50: 6% 41111 37624 41257
Oct. 18, 2021 Aug. 17, 2022 303 days 16% Nifty 50: 16% 50313 42326 50621
Sept. 14, 2022 Nov. 25, 2022 72 days 7% Nifty 50: 7% 51899 48125 51997
Dec. 1, 2022 June 7, 2023 188 days 12% Nifty 50: 10% 52740 46672 52893
Sept. 11, 2023 Nov. 24, 2023 74 days 6% Nifty 50: 6% 59724 56004 59922
Sept. 26, 2024 Nov. 28, 2025 428 days 18% Nifty 50: 15% 79316 65375 79372
Jan. 2, 2026 Oct. 30, 2026 301 days 15% Nifty 50: 15% 79805 67929 72973