FundLens
62
ValueBuy

Nippon India Value

Nippon India · Direct–Growth · rank #8 of 21 by Smart Score

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
-0.2%
-0.7% vs index
3 Years
17.2%
+4.9% vs index
5 Years
15.7%
+3.7% vs index
Since launch
15.7%

Year-by-year performance

last entry = YTD
2021
+40.3%
2022
+5.5%
2023
+43.4%
2024
+23.2%
2025
+4.9%
2026
-1.7%

Why this score

Nippon India Value scores 62/100 — #8 of 21 Value fund (Buy). It stands out for 5y return and 3y return — beating 78% of peers on 5y return. The main drag is its volatility (better than only 31% of peers).

Each bar shows the fund's percentile vs Value peers — a longer bar beats more of the category.

5Y return15.67% · 78th percentile in category
3Y return17.16% · 63rd percentile in category
Sharpe ratio0.83 · 69th percentile in category
Fund size8962.36 Cr · 79th percentile in category
Volatility16.23 · 31st percentile in category
Alpha4.20 · 74th percentile in category

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