Nippon India Nifty 500 Low Volatility 50 Index Fund
Direct · Growth ₹10.84
18 Aug 2026
NAV
3.4%
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.
-1.16
Sharpe
-12.2%
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 | ₹11.93 L | -1.1% | -11.8% | 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 | -1.1% | 14.4% | 9.4% | -15.6% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 3.4% | 2.7% | -1.2% | 9.7% | -1.16 | -0.77 | 92% | — | — |
-12.2%
Max Drawdown
3 mo
Drawdown Duration
Not recovered
Recovery Time
-3.1%
Avg Drawdown
Calmar Ratio by Duration
0.28
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +3.94 | 0.80 | 83.4% | 74.6% | 2.9% | -2.9% |
| 3 Years | +1.76 | 0.81 | 84.9% | 74.8% | 3.2% | 0.2% |
| 5 Years | +0.54 | 0.81 | 84.9% | 74.8% | 1.9% | 0.1% |
| 7 Years | +0.02 | 0.81 | 84.9% | 74.8% | 1.4% | 0.1% |
| 10 Years | -0.37 | 0.81 | 84.9% | 74.8% | 0.9% | 0.1% |
| 12 Years | -0.51 | 0.81 | 84.9% | 74.8% | 0.8% | 0.1% |
| 15 Years | -0.66 | 0.81 | 84.9% | 74.8% | 0.6% | 0.0% |
50
Total Holdings
42.7%
Top 10 Weight
24
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Tata Consultancy Services Limited | 4.93% |
| 2 | Sun Pharmaceutical Industries Limited | 4.70% |
| 3 | Bharti Airtel Limited | 4.67% |
| 4 | State Bank of India | 4.64% |
| 5 | NTPC Limited | 4.58% |
| 6 | Power Grid Corporation of India Limited | 4.28% |
| 7 | Maruti Suzuki India Limited | 4.27% |
| 8 | UltraTech Cement Limited | 3.78% |
| 9 | Bajaj Auto Limited | 3.54% |
| 10 | Apollo Hospitals Enterprise Limited | 3.33% |