Nippon India Consumption Fund
Direct · Growth ₹227.41
04 Aug 2026
NAV
15.9%
3Y CAGR
15.4%
5Y CAGR
15.4%
10Y CAGR
15.4%
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.
7.01
Sharpe
-31.0%
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 | ₹12.73 L | 17.3% | -44.0% | 78.0% |
| 3 Years | ₹36.00 L | ₹45.13 L | 15.8% | -15.6% | 38.7% |
| 5 Years | ₹60.00 L | ₹91.87 L | 15.9% | -6.7% | 33.8% |
| 7 Years | ₹84.00 L | ₹1.55 Cr | 16.8% | -1.0% | 28.0% |
| 10 Years | ₹1.20 Cr | ₹2.96 Cr | 17.4% | 13.4% | 22.0% |
| 12 Years | ₹1.44 Cr | ₹4.17 Cr | 16.2% | 13.1% | 18.4% |
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 | 17.3% | 14.5% | 13.9% | +2.8% |
| 3 Years | 15.8% | 11.2% | 16.8% | +4.6% |
| 5 Years | 15.9% | 10.4% | 16.9% | +5.4% |
| 7 Years | 16.8% | 10.6% | 16.6% | +6.3% |
| 10 Years | 17.4% | 11.5% | 16.9% | +5.9% |
| 12 Years | 16.2% | 11.4% | 16.4% | +4.8% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 16.6% | 13.3% | -20.9% | 81.8% | 0.56 | 1.89 | 81% | — | — |
| 3 Years | 15.9% | 16.9% | -7.3% | 36.2% | 1.09 | 5.03 | 98% | — | — |
| 5 Years | 15.4% | 14.2% | 0.1% | 30.8% | 1.33 | 15.08 | 100% | — | — |
| 10 Years | 15.4% | 15.5% | 13.0% | 17.9% | 7.01 | — | 100% | — | — |
-31.0%
Max Drawdown
1 mo
Drawdown Duration
5 mo
Recovery Time
-7.0%
Avg Drawdown
Calmar Ratio by Duration
0.53
1Y
0.51
3Y
0.50
5Y
0.48
7Y
0.50
10Y
0.50
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +1.61 | 0.94 | 91.2% | 88.6% | 2.2% | 0.2% |
| 3 Years | +5.09 | 0.77 | 83.1% | 75.0% | 13.2% | 8.5% |
| 5 Years | +6.71 | 0.76 | 79.6% | 69.9% | 15.1% | 9.0% |
| 7 Years | +9.07 | 0.75 | 77.9% | 67.1% | 20.1% | 12.5% |
| 10 Years | +4.05 | 0.77 | 78.4% | 72.0% | 14.2% | 11.2% |
| 12 Years | +4.89 | 0.76 | 77.7% | 70.3% | 14.3% | 10.3% |
| 15 Years | +3.28 | 0.74 | 76.2% | 70.0% | 12.3% | 9.9% |
40
Total Holdings
48.7%
Top 10 Weight
14
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Mahindra & Mahindra Limited | 7.40% |
| 2 | Maruti Suzuki India Limited | 7.08% |
| 3 | Hindustan Unilever Limited | 6.25% |
| 4 | Eternal Limited | 6.19% |
| 5 | Trent Limited | 4.20% |
| 6 | Bajaj Auto Limited | 4.12% |
| 7 | Asian Paints Limited | 3.50% |
| 8 | Varun Beverages Limited | 3.37% |
| 9 | Britannia Industries Limited | 3.30% |
| 10 | InterGlobe Aviation Limited | 3.25% |