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MF_118778

Nippon India Small Cap Fund - Direct Plan Growth Plan - Growth Option

Equity Scheme - Small Cap Fund

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End Amount
₹175,008.63
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
22.99%
MF_118778 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
17.30%
Real Annualized Return
Alpha
0.12
Excess Return vs Benchmark
Beta
1.09
Volatility vs Benchmark
Sharpe Ratio
0.85
Risk-Adjusted Return
Sortino Ratio
1.37
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 60% 76% 33%
60 days 62% 50% 20%
90 days 65% 41% 17%
180 days 72% 31% 14%
1Yr 77% 25% 11%
3Yr 83% 16% 4%
5Yr 100% 11% 0%
7Yr 100% 10% 0%
10Yr 100% 11% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Nippon India Small Cap Fund - Direct Plan Growth Plan - Growth Option Nifty 50
30 days -51.6% | -73.9% | 32.5% | 351.8% 26.6% | -61.9% | 14.2% | 180.7%
60 days -41.7% | -60.9% | 31.0% | 214.0% -23.0% | -45.3% | 16.7% | 120.0%
90 days -23.4% | -49.0% | 26.7% | 208.2% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -0.2% | -19.6% | 19.6% | 120.1% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 12.9% | -2.2% | 25.3% | 49.4% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 16.8% | 7.5% | 23.1% | 39.9% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 24.7% | 18.8% | 23.1% | 26.8% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 19.2% | 20.4% | 23.6% | 30.9% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 21 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 7, 2013 Nov. 28, 2013 325 days 22% Nifty 50: 11% 10009 7795 10046
Jan. 8, 2014 March 6, 2014 57 days 8% Nifty 50: 3% 11425 10566 11445
July 4, 2014 Aug. 20, 2014 47 days 7% Nifty 50: 4% 18167 16813 18450
Jan. 22, 2015 July 16, 2015 175 days 11% Nifty 50: 9% 23557 20905 23582
Aug. 7, 2015 Nov. 21, 2015 106 days 14% Nifty 50: 12% 25103 21695 25158
Jan. 1, 2016 July 9, 2016 190 days 22% Nifty 50: 12% 25992 20364 26093
Nov. 1, 2016 Feb. 3, 2017 94 days 14% Nifty 50: 8% 30232 25868 30327
May 16, 2017 June 16, 2017 31 days 7% Nifty 50: 2% 35767 33264 35894
July 21, 2017 Sept. 1, 2017 42 days 6% Nifty 50: 2% 37065 34772 37179
Jan. 15, 2018 Dec. 12, 2020 1062 days 49% Nifty 50: 27% 47365 24353 47576
March 4, 2021 April 7, 2021 34 days 5% Nifty 50: 5% 59220 56026 59435
Aug. 3, 2021 Sept. 2, 2021 30 days 6% Nifty 50: 0% 76951 72452 77170
Oct. 18, 2021 Dec. 29, 2021 72 days 8% Nifty 50: 10% 85280 78624 85528
Jan. 17, 2022 Sept. 8, 2022 234 days 20% Nifty 50: 16% 91648 72960 91858
Sept. 15, 2022 Nov. 25, 2022 71 days 6% Nifty 50: 6% 93613 88082 93676
Dec. 14, 2022 April 29, 2023 136 days 8% Nifty 50: 9% 95802 88294 96391
Sept. 11, 2023 Nov. 14, 2023 64 days 6% Nifty 50: 6% 126878 118867 127407
Feb. 7, 2024 April 2, 2024 55 days 8% Nifty 50: 1% 145991 133752 146331
July 31, 2024 Aug. 27, 2024 27 days 5% Nifty 50: 4% 181816 172423 182279
Sept. 24, 2024 June 20, 2026 634 days 24% Nifty 50: 15% 185577 140651 186357
Sept. 8, 2026 Oct. 30, 2026 52 days 10% Nifty 50: 6% 191641 171788 175009