Nippon India Consumption Fund
Direct · Growth ₹211.83
18 Jun 2026
NAV
16.0%
3Y CAGR
15.4%
5Y CAGR
15.5%
10Y CAGR
15.5%
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.
7.16
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 | ₹12.75 L | 17.5% | -44.0% | 78.0% |
| 3 Years | ₹36.00 L | ₹45.27 L | 15.9% | -15.6% | 38.7% |
| 5 Years | ₹60.00 L | ₹92.34 L | 16.0% | -6.7% | 33.8% |
| 7 Years | ₹84.00 L | ₹1.56 Cr | 16.8% | -1.0% | 28.0% |
| 10 Years | ₹1.20 Cr | ₹3.00 Cr | 17.4% | 13.4% | 22.0% |
| 12 Years | ₹1.44 Cr | ₹4.20 Cr | 16.4% | 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 | 17.5% | 14.5% | 13.5% | +3.0% |
| 3 Years | 15.9% | 11.2% | 17.4% | +4.8% |
| 5 Years | 16.0% | 10.4% | 17.1% | +5.5% |
| 7 Years | 16.8% | 10.6% | 16.6% | +6.3% |
| 10 Years | 17.4% | 11.5% | 16.9% | +6.0% |
| 12 Years | 16.4% | 11.4% | 16.6% | +5.0% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 16.8% | 13.5% | -20.9% | 81.8% | 0.57 | 1.95 | 82% | — | — |
| 3 Years | 16.0% | 17.1% | -7.3% | 36.2% | 1.09 | 5.03 | 98% | — | — |
| 5 Years | 15.4% | 14.1% | 0.1% | 30.8% | 1.33 | 14.98 | 100% | — | — |
| 10 Years | 15.5% | 15.6% | 13.0% | 17.9% | 7.16 | — | 100% | — | — |
-31.0%
Max Drawdown
1 mo
Drawdown Duration
5 mo
Recovery Time
-6.9%
Avg Drawdown
Calmar Ratio by Duration
0.54
1Y
0.51
3Y
0.50
5Y
0.48
7Y
0.50
10Y
0.51
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | -0.89 | 0.93 | 86.7% | 87.6% | -4.0% | -3.8% |
| 3 Years | +3.55 | 0.76 | 81.8% | 75.5% | 11.5% | 8.4% |
| 5 Years | +6.51 | 0.76 | 79.0% | 69.3% | 14.7% | 8.8% |
| 7 Years | +8.02 | 0.75 | 77.3% | 67.6% | 17.8% | 10.8% |
| 10 Years | +3.44 | 0.76 | 77.9% | 72.1% | 13.7% | 11.4% |
| 12 Years | +3.94 | 0.77 | 77.2% | 70.7% | 13.2% | 10.1% |
| 15 Years | +2.81 | 0.74 | 76.0% | 70.2% | 11.7% | 9.7% |
40
Total Holdings
49.1%
Top 10 Weight
14
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Mahindra & Mahindra Limited | 7.52% |
| 2 | Maruti Suzuki India Limited | 6.73% |
| 3 | Hindustan Unilever Limited | 6.50% |
| 4 | Eternal Limited | 6.00% |
| 5 | Bajaj Auto Limited | 4.54% |
| 6 | Varun Beverages Limited | 4.04% |
| 7 | Trent Limited | 3.68% |
| 8 | Asian Paints Limited | 3.63% |
| 9 | Britannia Industries Limited | 3.41% |
| 10 | Godrej Consumer Products Limited | 3.05% |