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MF_134594

Nippon India Equity Savings Fund- Direct Plan- Growth Plan-Growth Option

Hybrid Scheme - Equity Savings

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End Amount
₹17,970.30
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
5.27%
MF_134594 Return
Benchmark CAGR
10.90%
Nifty 50
Inflation Adj. CAGR
0.56%
Real Annualized Return
Alpha
-0.03
Excess Return vs Benchmark
Beta
0.44
Volatility vs Benchmark
Sharpe Ratio
-0.07
Risk-Adjusted Return
Sortino Ratio
-0.08
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 42% 17% 43%
60 days 39% 14% 29%
90 days 38% 12% 23%
180 days 31% 8% 15%
1Yr 20% 4% 11%
3Yr 1% 0% 9%
5Yr 1% 0% 10%
7Yr 0% 0% 9%
10Yr 0% 0% 7%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Nippon India Equity Savings Fund- Direct Plan- Growth Plan-Growth Option Nifty 50
30 days -2.4% | -36.3% | 8.6% | 57.5% 26.6% | -62.5% | 14.3% | 178.4%
60 days -9.2% | -26.3% | 8.1% | 41.3% -23.0% | -48.0% | 16.5% | 120.2%
90 days -11.4% | -28.8% | 7.9% | 35.3% -25.0% | -40.7% | 15.0% | 107.5%
1 Year 0.3% | -22.0% | 6.8% | 22.4% -10.0% | -13.2% | 12.1% | 57.6%
3 Years 6.5% | -5.6% | 7.7% | 12.3% 7.7% | 2.0% | 14.3% | 25.2%
5 Years 6.3% | 0.6% | 3.6% | 11.5% 6.4% | 6.2% | 14.8% | 22.4%
7 Years 5.5% | 3.5% | 4.4% | 5.6% 11.2% | 11.2% | 14.0% | 16.1%
10 Years 4.9% | 4.9% | 5.7% | 6.4% 11.7% | 11.4% | 13.2% | 15.1%
Periods of Negative Return (Drawdowns) 2 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Aug. 6, 2015 May 26, 2016 294 days 7% Nifty 50: 19% 10405 9648 10421
Aug. 29, 2018 Sept. 13, 2022 1476 days 32% Nifty 50: 34% 13411 9157 13430