₹11.45
18 Aug 2026
NAV
16.5%
Weighted CAGR
?
17.49
Sharpe
-13.7%
Max Drawdown
?
0.43%
TER

If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.

Duration Invested Median Value XIRR Min XIRR Max XIRR
1 Year ₹12.00 L ₹13.26 L 23.6% 15.3% 38.3%

SIP returns vs benchmark & category

Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.

Duration Fund SIP XIRR Category avg
1 Year 23.6% 4.3%

Duration Mean Median Min Max Sharpe Sortino % Positive Cat. Mean Cat. Median
1 Year 16.5% 16.4% 15.8% 17.8% 17.49 100%

-13.7%
Max Drawdown
3 mo
Drawdown Duration
1 mo
Recovery Time
-4.2%
Avg Drawdown

Calmar Ratio by Duration

1.21
1Y

17
Total Holdings
78.2%
Top 10 Weight
2
Sectors
# Stock % of NAV
1 NTPC Limited 20.90%
2 Power Grid Corporation of India Limited 15.69%
3 The Tata Power Company Limited 7.22%
4 Adani Power Limited 6.23%
5 Suzlon Energy Limited 5.93%
6 CG Power And Industrial Solutions Ltd 5.66%
7 GE Vernova T&D India Limited 5.45%
8 Bharat Heavy Electricals Limited 3.93%
9 ABB India Limited 3.71%
10 Siemens Limited 3.51%