Nippon India Nifty 500 Momentum 50 Index Fund
Direct · Growth ₹8.62
18 Aug 2026
NAV
-1.1%
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.
-0.95
Sharpe
-31.7%
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.
0.25%
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 | ₹12.19 L | 2.0% | -24.6% | 15.1% |
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 | 2.0% | 14.4% | 9.4% | -12.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | -1.1% | -0.4% | -20.6% | 15.4% | -0.95 | -0.70 | 48% | — | — |
-31.7%
Max Drawdown
6 mo
Drawdown Duration
Not recovered
Recovery Time
-18.2%
Avg Drawdown
Calmar Ratio by Duration
-0.04
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +10.61 | 1.17 | 117.7% | 104.3% | 6.1% | -2.9% |
| 3 Years | -0.67 | 1.25 | 122.7% | 126.3% | -4.2% | -1.5% |
| 5 Years | +0.24 | 1.25 | 122.7% | 126.3% | -2.5% | -0.9% |
| 7 Years | +0.63 | 1.25 | 122.7% | 126.3% | -1.8% | -0.6% |
| 10 Years | +0.93 | 1.25 | 122.7% | 126.3% | -1.3% | -0.4% |
| 12 Years | +1.06 | 1.25 | 122.7% | 126.3% | -1.1% | -0.4% |
| 15 Years | +1.18 | 1.25 | 122.7% | 126.3% | -0.8% | -0.3% |
47
Total Holdings
45.5%
Top 10 Weight
16
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Multi Commodity Exchange of India Limited | 5.71% |
| 2 | Laurus Labs Limited | 5.64% |
| 3 | Shriram Finance Limited | 5.20% |
| 4 | Hindalco Industries Limited | 4.96% |
| 5 | Cummins India Limited | 4.38% |
| 6 | GE Vernova T&D India Limited | 4.20% |
| 7 | Adani Power Limited | 4.11% |
| 8 | BSE Limited | 4.03% |
| 9 | The Federal Bank Limited | 3.76% |
| 10 | Bharat Heavy Electricals Limited | 3.46% |