Nippon India Nifty 500 Low Volatility 50 Index Fund
Direct · Growth ₹10.20
19 Oct 2026
NAV
1.2%
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.
-1.27
Sharpe
-12.8%
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 | ₹11.88 L | -2.6% | -16.0% | 8.1% |
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 | -2.6% | 14.3% | 5.8% | -16.9% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 1.2% | 2.1% | -8.1% | 9.7% | -1.27 | -0.79 | 69% | — | — |
-12.8%
Max Drawdown
9 mo
Drawdown Duration
Not recovered
Recovery Time
-3.6%
Avg Drawdown
Calmar Ratio by Duration
0.09
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | -0.96 | 0.79 | 78.3% | 77.4% | -6.9% | -9.2% |
| 3 Years | +0.99 | 0.81 | 83.8% | 76.9% | 1.1% | -1.4% |
| 5 Years | +0.10 | 0.81 | 83.8% | 76.9% | 0.7% | -0.9% |
| 7 Years | -0.30 | 0.81 | 83.8% | 76.9% | 0.5% | -0.6% |
| 10 Years | -0.58 | 0.81 | 83.8% | 76.9% | 0.3% | -0.4% |
| 12 Years | -0.70 | 0.81 | 83.8% | 76.9% | 0.3% | -0.4% |
| 15 Years | -0.80 | 0.81 | 83.8% | 76.9% | 0.2% | -0.3% |
50
Total Holdings
44.8%
Top 10 Weight
24
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | State Bank of India | 4.97% |
| 2 | Sun Pharmaceutical Industries Limited | 4.92% |
| 3 | Tata Consultancy Services Limited | 4.91% |
| 4 | NTPC Limited | 4.88% |
| 5 | Bharti Airtel Limited | 4.78% |
| 6 | Power Grid Corporation of India Limited | 4.50% |
| 7 | Maruti Suzuki India Limited | 4.12% |
| 8 | UltraTech Cement Limited | 3.99% |
| 9 | Divi's Laboratories Limited | 3.86% |
| 10 | Bajaj Auto Limited | 3.83% |