FundLens
60
ValueHold

Nippon India Value

Nippon India · Direct–Growth · rank #8 / 21 Smart Score ke hisaab se

Data updated

Nippon India Value ka score 60/100 hai — 21 mein #8 Value fund (Hold). Mazbooti: 5 saal ka return (category mein 66th percentile) aur Sharpe ratio (category mein 74th percentile). Kamzori: utaar-chadhaav (category mein 31th percentile).

Trailing returns

index ke muqable: Nifty 500 (index-fund proxy)
1 saal
-2.5%
-1.4% index ke muqable
3 saal
15.9%
+4.4% index ke muqable
5 saal
15.2%
+3.5% index ke muqable
Launch se
15.5%

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
-3.9%

Risk metrics

Sharpe ratio
0.83
↑ jitna zyada, utna accha
Sortino ratio
0.83
↑ jitna zyada, utna accha
Std deviation
16.23
↓ jitna kam, utna accha
Alpha
4.20
↑ jitna zyada, utna accha
Beta
1.01
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.