Nippon India Nifty 500 Equal Weight Index Fund
Direct · Growth ₹9.30
19 Oct 2026
NAV
2.9%
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.
0.35%
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 | ₹12.38 L | 5.4% | -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 | 5.4% | 14.3% | 5.8% | -8.8% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 2.9% | 2.2% | -7.9% | 15.5% | -0.72 | -0.62 | 72% | — | — |
-23.9%
Max Drawdown
5 mo
Drawdown Duration
Not recovered
Recovery Time
-8.4%
Avg Drawdown
Calmar Ratio by Duration
0.12
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +8.86 | 1.02 | 100.9% | 89.5% | -2.9% | -11.4% |
| 3 Years | +1.32 | 1.04 | 101.8% | 99.9% | -2.5% | -3.4% |
| 5 Years | +0.89 | 1.04 | 101.8% | 99.9% | -1.5% | -2.0% |
| 7 Years | +0.72 | 1.04 | 101.8% | 99.9% | -1.1% | -1.5% |
| 10 Years | +0.58 | 1.04 | 101.8% | 99.9% | -0.8% | -1.0% |
| 12 Years | +0.53 | 1.04 | 101.8% | 99.9% | -0.6% | -0.9% |
| 15 Years | +0.48 | 1.04 | 101.8% | 99.9% | -0.5% | -0.7% |
479
Total Holdings
2.2%
Top 10 Weight
51
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Sun TV Network Limited | 0.24% |
| 2 | Cupid Limited | 0.24% |
| 3 | IRCON International Limited | 0.23% |
| 4 | HFCL Limited | 0.22% |
| 5 | Kirloskar Oil Engines Limited | 0.22% |
| 6 | Azad Engineering Ltd | 0.22% |
| 7 | JK Tyre & Industries Limited | 0.21% |
| 8 | Endurance Technologies Limited | 0.21% |
| 9 | MRF Limited | 0.21% |
| 10 | Sona BLW Precision Forgings Limited | 0.21% |