Nippon India BSE Sensex Next 30 Index Fund
Direct · Growth ₹11.00
06 Jul 2026
NAV
8.1%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
0.99
Sharpe
-11.4%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
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 | ₹12.58 L | 11.2% | 5.0% | 17.8% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 11.2% | 14.5% | 9.1% | -3.3% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 8.1% | 8.0% | 5.5% | 11.6% | 0.99 | 4.87 | 100% | — | — |
-11.4%
Max Drawdown
1 mo
Drawdown Duration
1 mo
Recovery Time
-2.3%
Avg Drawdown
Calmar Ratio by Duration
0.71
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +11.36 | 0.95 | 102.7% | 87.8% | 8.4% | -3.4% |
| 3 Years | +3.87 | 0.95 | 103.1% | 87.4% | 3.6% | -0.7% |
| 5 Years | +2.17 | 0.95 | 103.1% | 87.4% | 2.1% | -0.4% |
| 7 Years | +1.46 | 0.95 | 103.1% | 87.4% | 1.5% | -0.3% |
| 10 Years | +0.92 | 0.95 | 103.1% | 87.4% | 1.1% | -0.2% |
| 12 Years | +0.71 | 0.95 | 103.1% | 87.4% | 0.9% | -0.2% |
| 15 Years | +0.51 | 0.95 | 103.1% | 87.4% | 0.7% | -0.1% |
30
Total Holdings
43.6%
Top 10 Weight
19
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Shriram Finance Limited | 7.00% |
| 2 | Hindalco Industries Limited | 5.31% |
| 3 | Grasim Industries Limited | 4.48% |
| 4 | JSW Steel Limited | 4.40% |
| 5 | Bajaj Auto Limited | 3.98% |
| 6 | Nestle India Limited | 3.87% |
| 7 | Coal India Limited | 3.86% |
| 8 | Eicher Motors Limited | 3.74% |
| 9 | Oil & Natural Gas Corporation Limited | 3.53% |
| 10 | Apollo Hospitals Enterprise Limited | 3.42% |