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MF_143704

Nippon India Nivesh Lakshya Long Term Fund- Direct Plan- Growth Option

Income/Debt Oriented Schemes - Long Term Fund

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End Amount
₹18,291.74
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
7.53%
MF_143704 Return
Benchmark CAGR
10.79%
Nifty 50
Inflation Adj. CAGR
2.43%
Real Annualized Return
Alpha
0.01
Excess Return vs Benchmark
Beta
0.03
Volatility vs Benchmark
Sharpe Ratio
0.30
Risk-Adjusted Return
Sortino Ratio
0.47
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% 35% 61%
60 days 43% 28% 41%
90 days 43% 25% 35%
180 days 42% 18% 25%
1Yr 41% 10% 17%
3Yr 1% 0% 9%
5Yr 0% 0% 8%
7Yr 0% 0% 6%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Nippon India Nivesh Lakshya Long Term Fund- Direct Plan- Growth Option Nifty 50
30 days -13.8% | -25.0% | 7.9% | 64.5% 26.6% | -65.0% | 13.7% | 197.4%
60 days -14.5% | -16.2% | 6.7% | 51.9% -23.0% | -52.0% | 14.6% | 132.8%
90 days -11.2% | -11.1% | 7.4% | 42.6% -25.0% | -59.2% | 14.5% | 117.9%
1 Year -0.3% | -1.5% | 7.5% | 22.1% -10.0% | -17.8% | 10.2% | 60.7%
3 Years 5.7% | 3.7% | 6.8% | 11.8% 7.7% | 7.3% | 15.4% | 26.6%
5 Years 5.3% | 5.2% | 6.8% | 9.3% 6.4% | 6.4% | 15.6% | 23.2%
7 Years 5.9% | 6.0% | 7.6% | 9.1% 11.2% | 11.2% | 13.1% | 15.3%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 3 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
July 16, 2019 Feb. 4, 2020 203 days 5% Nifty 50: 8% 12631 11942 12634
Dec. 15, 2021 Sept. 7, 2022 266 days 6% Nifty 50: 11% 14454 13610 14474
May 21, 2025 June 25, 2026 400 days 5% Nifty 50: 9% 18719 17761 18741