ReviewDirect · Growth
Nippon India Consumption Fund
Nippon India Mutual FundEquity Schemes - Thematic Fund13.7 years
- NAV
- 212.7333
- 15 Sept 2026
- 1Y
- -8.4%
- Trailing CAGR
- AUM
- ₹2,452.31 Cr
- 31 Aug 2026
- Volatility
- Medium
- 15.7% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-8.4%
- 3Y+8.9%
- 5Y+12.0%
- 10Y+13.3%
- SI+13.0%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-2.9%
- 3Y+2.1%
- 5Y+9.4%
- 10Y+14.6%
- Since inception
- +13.0%
- Calendar-day CAGR
- Excess 1Y
- -13.5%
- Category median, same plan and option
- 3Y win rate
- +46%
- Windows beating the median
- 3Y percentile
- 12
- Vs comparable share classes
- Worst rolling 3Y
- -7.3%
- 2637 daily-ending windows
- Median rolling 3Y
- +16.7%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2144 daily-ending windows
- SIP 3Y XIRR
- +2.1%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 17 days
- 133 recovered episodes
- Longest recovery
- 492 days
- Trough to prior peak
- Current spell
- 719 days
- Days below latest peak
- Time below peak
- +90%
- NAV observations
13 Feb 2020 – 18 Aug 2020
Trough 23 Mar 2020 · recovered in 148 days
-31.0%
26 Sept 2024 – open
Trough 31 Mar 2026 · not recovered
-23.9%
15 Jan 2018 – 13 Feb 2020
Trough 9 Oct 2018 · recovered in 492 days
-22.4%
8 Jan 2013 – 25 Mar 2014
Trough 28 Aug 2013 · recovered in 209 days
-21.5%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
12
Vs category
0
Consistency
47
Risk-adjusted
52
Drawdown
22
Mean
27
Portfolio
31 Aug 2026 · 46 holdings · top 10 are 48.7%.
- Top 5
- 31.5%
- Top 10
- 48.7%
- Largest holding
- 9.5%
- Effective holdings
- 26.5
Mahindra & Mahindra Ltd
Consumer Discretionary
9.5%
Zomato Ltd
Technology
7.6%
Hindustan Unilever Ltd
Consumer Staples
6.3%
Bajaj Auto Ltd
Consumer Discretionary
4.5%
Trent Ltd
Consumer Discretionary
3.6%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
11 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
10 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
8 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Review
Engine status
Review
Closer look
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
- Three-year return sits below the 25th percentile of comparable share classes.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Mahindra Manulife Business Cycle Fund
Mahindra Manulife Mutual Fund
- 1Y
- +5.4%
- 3Y
- +16.8%
- Vol
- 15.7%
- Max DD
- -21.4%
- Sharpe
- 0.77
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher TER
WhiteOak Capital Special Opportunities Fund
WhiteOak Capital Mutual Fund
- 1Y
- +11.4%
- 3Y
- n/a
- Vol
- 14.7%
- Max DD
- -17.0%
- Sharpe
- 0.82
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Invesco India Business Cycle Fund
Invesco Mutual Fund
- 1Y
- +11.4%
- 3Y
- n/a
- Vol
- 17.6%
- Max DD
- -16.0%
- Sharpe
- 1.24
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility
Mirae Asset Great Consumer Fund
Mirae Asset Mutual Fund
- 1Y
- -6.3%
- 3Y
- +10.0%
- Vol
- 14.5%
- Max DD
- -35.5%
- Sharpe
- 0.78
- 3Y win
- +70%
- Lower volatility
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Deeper drawdown
360 ONE QUANT FUND
360 ONE Mutual Fund
- 1Y
- -5.1%
- 3Y
- +14.0%
- Vol
- 16.6%
- Max DD
- -22.4%
- Sharpe
- 0.65
- 3Y win
- +94%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Higher TER