Nippon India Power and Infra Fund
Direct · Growth ₹420.05
04 Aug 2026
NAV
18.6%
3Y CAGR
17.0%
5Y CAGR
17.6%
10Y CAGR
17.4%
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.
5.75
Sharpe
-53.2%
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.
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 | ₹12.90 L | 23.8% | -63.7% | 157.1% |
| 3 Years | ₹36.00 L | ₹48.15 L | 19.0% | -31.2% | 55.2% |
| 5 Years | ₹60.00 L | ₹95.34 L | 18.4% | -14.7% | 44.8% |
| 7 Years | ₹84.00 L | ₹1.52 Cr | 18.1% | -6.0% | 32.8% |
| 10 Years | ₹1.20 Cr | ₹3.53 Cr | 20.2% | 14.1% | 25.3% |
| 12 Years | ₹1.44 Cr | ₹4.94 Cr | 19.3% | 17.2% | 22.0% |
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 | 23.8% | 14.5% | 13.9% | +9.3% |
| 3 Years | 19.0% | 11.2% | 16.8% | +7.8% |
| 5 Years | 18.4% | 10.4% | 16.9% | +7.9% |
| 7 Years | 18.1% | 10.6% | 16.6% | +7.5% |
| 10 Years | 20.2% | 11.5% | 16.9% | +8.7% |
| 12 Years | 19.3% | 11.4% | 16.4% | +7.9% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 21.7% | 12.3% | -38.6% | 104.6% | 0.50 | 1.52 | 73% | — | — |
| 3 Years | 18.6% | 18.1% | -13.7% | 43.5% | 0.94 | 3.03 | 91% | — | — |
| 5 Years | 17.0% | 15.4% | -3.6% | 40.9% | 1.06 | 7.55 | 99% | — | — |
| 10 Years | 17.6% | 17.9% | 11.7% | 21.8% | 5.75 | — | 100% | — | — |
-53.2%
Max Drawdown
27 mo
Drawdown Duration
11 mo
Recovery Time
-11.3%
Avg Drawdown
Calmar Ratio by Duration
0.41
1Y
0.35
3Y
0.32
5Y
0.29
7Y
0.33
10Y
0.34
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +13.47 | 0.99 | 107.3% | 89.7% | 13.7% | 0.2% |
| 3 Years | +13.34 | 1.09 | 116.2% | 100.4% | 22.1% | 8.5% |
| 5 Years | +13.80 | 0.99 | 105.3% | 89.6% | 22.7% | 9.0% |
| 7 Years | +12.03 | 0.91 | 98.0% | 86.1% | 24.0% | 12.5% |
| 10 Years | +7.37 | 0.93 | 98.9% | 90.6% | 18.3% | 11.2% |
| 12 Years | +5.67 | 0.94 | 98.9% | 92.3% | 15.7% | 10.3% |
| 15 Years | +4.06 | 0.95 | 100.0% | 94.9% | 13.8% | 9.9% |
77
Total Holdings
38.8%
Top 10 Weight
25
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Reliance Industries Limited | 7.50% |
| 2 | Larsen & Toubro Limited | 7.20% |
| 3 | NTPC Limited | 5.59% |
| 4 | NTPC Green Energy Limited | 3.53% |
| 5 | Bharat Heavy Electricals Limited | 3.14% |
| 6 | Triveni Turbine Limited | 2.62% |
| 7 | Power Finance Corporation Limited | 2.53% |
| 8 | Bharti Airtel Limited | 2.37% |
| 9 | Carborundum Universal Limited | 2.20% |
| 10 | Hindustan Aeronautics Limited | 2.14% |