Nippon India Nivesh Lakshya Long Term Fund
Direct · Growth ₹18.65
11 Nov 2026
NAV
7.0%
3Y CAGR
6.9%
5Y CAGR
7.3%
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.
0.34
Sharpe
-5.8%
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.
NA
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 | ₹12.42 L | 7.8% | -6.8% | 37.8% |
| 3 Years | ₹36.00 L | ₹39.35 L | 6.4% | 0.7% | 11.3% |
| 5 Years | ₹60.00 L | ₹70.97 L | 6.8% | 4.5% | 8.8% |
| 7 Years | ₹84.00 L | ₹1.05 Cr | 6.5% | 4.8% | 8.5% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 7.8% | 3.6% |
| 3 Years | 6.4% | 5.5% |
| 5 Years | 6.8% | 6.8% |
| 7 Years | 6.5% | 7.0% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 7.8% | 7.5% | -3.3% | 25.9% | 0.22 | 0.43 | 91% | — | — |
| 3 Years | 7.0% | 6.8% | 3.3% | 12.9% | 0.24 | 0.47 | 100% | — | — |
| 5 Years | 6.9% | 6.8% | 4.9% | 9.6% | 0.34 | 0.76 | 100% | — | — |
-5.8%
Max Drawdown
6 mo
Drawdown Duration
3 mo
Recovery Time
-1.2%
Avg Drawdown
Calmar Ratio by Duration
1.34
1Y
1.20
3Y
1.18
5Y
1.29
7Y