Nippon India Mutual Fund Equity Sectoral/ Thematic
Expense Ratio
0.63%
AUM
₹295.20 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
High

Performance Analysis

NAV trends and returns overview

Returns Performance

Compound Annual Growth Rate (CAGR) across different periods
1 Month
-63.89%
Poor
6 Months
-12.42%
Poor
1 Year
+2.41%
Poor

AUM Growth Analysis

Assets under management trends and growth patterns

Quarterly AUM Trend

Last 9 quarters

AUM Metrics

Key indicators

Current AUM
₹295.20 Cr
Recent Trend
Growing
Stability Score
31.4
Growth Assessment
Excellent Growth

Growth Performance

Historical returns

1Y
Annual Growth
+36.23%
3Y
3Y CAGR
N/A
5Y
5Y CAGR
N/A

Growth Assessment: Excellent Growth

• Strong investor confidence with high inflows

• Low liquidity risk with stable flows

Risk Analysis

Volatility metrics and risk assessment indicators

Risk level: Moderate - Balanced risk with moderate price fluctuations
Volatility
13.20%
Annualized standard deviation
Sharpe Ratio
0.591
Fair - Risk-adjusted return
Max Drawdown
-21.50%
High - Worst decline
Consistency
78.9%
Performance consistency

Volatility Breakdown

Daily Volatility
0.83%
Average daily price movement
Annualized Volatility
13.20%
Expected annual price range

Risk Assessment Guide

Volatility: Higher volatility means greater price fluctuations and investment risk

Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)

Max Drawdown: Shows the largest peak-to-trough decline in value

Consistency: Higher percentages indicate more predictable performance