Nippon India BSE Sensex Next 30 Index Fund
Direct · Growth ₹10.26
19 Oct 2026
NAV
8.3%
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.
0.45
Sharpe
-11.5%
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.
0.20%
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 | ₹12.53 L | 8.8% | -10.7% | 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 | 8.8% | 14.3% | 5.8% | -5.5% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 8.3% | 8.5% | -0.8% | 16.6% | 0.45 | 0.83 | 96% | — | — |
-11.5%
Max Drawdown
2 mo
Drawdown Duration
Not recovered
Recovery Time
-2.6%
Avg Drawdown
Calmar Ratio by Duration
0.72
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +8.64 | 0.92 | 99.9% | 87.0% | -1.4% | -11.4% |
| 3 Years | +3.43 | 0.93 | 100.4% | 88.2% | 1.5% | -2.5% |
| 5 Years | +1.90 | 0.93 | 100.4% | 88.2% | 0.9% | -1.5% |
| 7 Years | +1.23 | 0.93 | 100.4% | 88.2% | 0.6% | -1.1% |
| 10 Years | +0.74 | 0.93 | 100.4% | 88.2% | 0.5% | -0.8% |
| 12 Years | +0.54 | 0.93 | 100.4% | 88.2% | 0.4% | -0.6% |
| 15 Years | +0.35 | 0.93 | 100.4% | 88.2% | 0.3% | -0.5% |
30
Total Holdings
45.4%
Top 10 Weight
19
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Shriram Finance Limited | 5.47% |
| 2 | Hindalco Industries Limited | 5.43% |
| 3 | JSW Steel Limited | 4.80% |
| 4 | Divi's Laboratories Limited | 4.74% |
| 5 | Bajaj Auto Limited | 4.62% |
| 6 | Grasim Industries Limited | 4.60% |
| 7 | Coal India Limited | 4.09% |
| 8 | Adani Enterprises Limited | 3.93% |
| 9 | Eicher Motors Limited | 3.93% |
| 10 | TVS Motor Company Limited | 3.82% |