Nippon India Nifty 500 Equal Weight Index Fund
Direct · Growth ₹9.88
06 Jul 2026
NAV
2.6%
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.
-0.72
Sharpe
-23.9%
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 | ₹12.32 L | 4.2% | -24.2% | 17.1% |
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 | 4.2% | 14.5% | 9.1% | -10.3% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 2.6% | 1.9% | -7.9% | 15.5% | -0.72 | -0.62 | 69% | — | — |
-23.9%
Max Drawdown
5 mo
Drawdown Duration
Not recovered
Recovery Time
-9.1%
Avg Drawdown
Calmar Ratio by Duration
0.11
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +5.79 | 1.07 | 105.0% | 98.2% | 1.7% | -3.4% |
| 3 Years | +1.56 | 1.07 | 105.3% | 102.9% | -0.5% | -1.5% |
| 5 Years | +1.11 | 1.07 | 105.3% | 102.9% | -0.3% | -0.9% |
| 7 Years | +0.91 | 1.07 | 105.3% | 102.9% | -0.2% | -0.7% |
| 10 Years | +0.77 | 1.07 | 105.3% | 102.9% | -0.1% | -0.5% |
| 12 Years | +0.72 | 1.07 | 105.3% | 102.9% | -0.1% | -0.4% |
| 15 Years | +0.66 | 1.07 | 105.3% | 102.9% | -0.1% | -0.3% |
478
Total Holdings
2.2%
Top 10 Weight
50
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Ather Energy Limited | 0.23% |
| 2 | Cemindia Projects Ltd | 0.22% |
| 3 | Thermax Limited | 0.22% |
| 4 | Zydus Wellness Limited | 0.22% |
| 5 | Aegis Logistics Limited | 0.22% |
| 6 | Welspun Corp Limited | 0.22% |
| 7 | Acutaas Chemicals Limited | 0.22% |
| 8 | Gland Pharma Limited | 0.22% |
| 9 | Balrampur Chini Mills Limited | 0.21% |
| 10 | Marico Limited | 0.21% |