FundLens
56
ValueHold

Nippon India Value

Nippon India · Direct–Growth · rank #10 / 22 Smart Score ke hisaab se

Data updated

Nippon India Value ka score 56/100 hai — 22 mein #10 Value fund (Hold). Mazbooti: 5 saal ka return (category mein 66th percentile) aur 3 saal ka return (category mein 63th percentile). Kamzori: utaar-chadhaav (category mein 33th percentile).

Trailing returns

index ke muqable: Nifty 500 (index-fund proxy)
1 saal
1.2%
-1.5% index ke muqable
3 saal
14.9%
+3.5% index ke muqable
5 saal
14.2%
+4.0% index ke muqable
Launch se
15.4%

Saal-dar-saal performance

aakhri entry = is saal ab tak
2021
40.3%
2022
5.5%
2023
43.4%
2024
23.2%
2025
4.9%
2026
-3.0%

Risk metrics

Sharpe ratio
0.67
↑ jitna zyada, utna accha
Sortino ratio
0.74
↑ jitna zyada, utna accha
Std deviation
15.91
↓ jitna kam, utna accha
Alpha
2.52
↑ jitna zyada, utna accha
Beta
1.00
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.