Nippon India Nifty Alpha Low Volatility 30 Index Fund
Direct · Growth ₹14.95
19 Oct 2026
NAV
14.4%
3Y CAGR
14.9%
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.
2.96
Sharpe
-24.9%
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 | ₹12.37 L | 16.6% | -28.4% | 73.3% |
| 3 Years | ₹36.00 L | ₹40.05 L | 6.9% | -4.4% | 16.2% |
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 | 16.6% | 14.3% | 5.8% | +2.4% |
| 3 Years | 6.9% | 11.0% | 12.0% | -4.1% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 16.3% | 5.3% | -17.2% | 60.4% | 0.42 | 1.29 | 62% | — | — |
| 3 Years | 14.4% | 15.2% | 7.5% | 18.7% | 2.96 | — | 100% | — | — |
-24.9%
Max Drawdown
5 mo
Drawdown Duration
Not recovered
Recovery Time
-8.5%
Avg Drawdown
Calmar Ratio by Duration
0.66
1Y
0.58
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +0.83 | 0.89 | 86.0% | 84.4% | -8.6% | -11.4% |
| 3 Years | +2.35 | 0.88 | 92.0% | 88.2% | 7.8% | 5.3% |
| 5 Years | +2.92 | 0.86 | 89.3% | 83.4% | 8.5% | 5.4% |
| 7 Years | +1.78 | 0.86 | 89.3% | 83.4% | 6.0% | 3.8% |
| 10 Years | +0.93 | 0.86 | 89.3% | 83.4% | 4.2% | 2.7% |
| 12 Years | +0.62 | 0.86 | 89.3% | 83.4% | 3.5% | 2.2% |
| 15 Years | +0.30 | 0.86 | 89.3% | 83.4% | 2.8% | 1.8% |
30
Total Holdings
42.4%
Top 10 Weight
18
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Sun Pharmaceutical Industries Limited | 5.24% |
| 2 | Bharti Airtel Limited | 5.02% |
| 3 | Bajaj Auto Limited | 4.54% |
| 4 | ICICI Bank Limited | 4.28% |
| 5 | Lupin Limited | 4.17% |
| 6 | ITC Limited | 4.03% |
| 7 | Colgate Palmolive (India) Limited | 3.99% |
| 8 | Britannia Industries Limited | 3.89% |
| 9 | NTPC Limited | 3.65% |
| 10 | Maruti Suzuki India Limited | 3.55% |