Nippon India Nifty 500 Momentum 50 Index Fund
Direct · Growth ₹7.86
26 Oct 2026
NAV
-0.2%
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.
-0.87
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 | ₹12.22 L | 2.7% | -24.6% | 16.8% |
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 | 2.7% | 14.3% | 5.7% | -11.5% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | -0.2% | 0.6% | -20.6% | 15.4% | -0.87 | -0.66 | 55% | — | — |
-31.7%
Max Drawdown
6 mo
Drawdown Duration
Not recovered
Recovery Time
-18.0%
Avg Drawdown
Calmar Ratio by Duration
-0.01
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +8.08 | 1.11 | 110.9% | 101.2% | -6.3% | -12.4% |
| 3 Years | -1.34 | 1.21 | 118.2% | 122.4% | -7.0% | -3.5% |
| 5 Years | -0.28 | 1.21 | 118.2% | 122.4% | -4.2% | -2.1% |
| 7 Years | +0.18 | 1.21 | 118.2% | 122.4% | -3.0% | -1.5% |
| 10 Years | +0.52 | 1.21 | 118.2% | 122.4% | -2.1% | -1.1% |
| 12 Years | +0.68 | 1.21 | 118.2% | 122.4% | -1.8% | -0.9% |
| 15 Years | +0.81 | 1.21 | 118.2% | 122.4% | -1.4% | -0.7% |
47
Total Holdings
45.7%
Top 10 Weight
16
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Laurus Labs Limited | 6.16% |
| 2 | Multi Commodity Exchange of India Limited | 5.85% |
| 3 | Shriram Finance Limited | 4.86% |
| 4 | Hindalco Industries Limited | 4.86% |
| 5 | Adani Power Limited | 4.47% |
| 6 | Cummins India Limited | 4.32% |
| 7 | GE Vernova T&D India Limited | 4.19% |
| 8 | BSE Limited | 4.01% |
| 9 | The Federal Bank Limited | 3.54% |
| 10 | Bharat Heavy Electricals Limited | 3.43% |