ReviewDirect · Growth
Nippon India Power & Infra Fund
Nippon India Mutual FundEquity Schemes - Sectoral Fund13.7 years
- NAV
- 401.7384
- 15 Sept 2026
- 1Y
- +5.7%
- Trailing CAGR
- AUM
- ₹8,136.78 Cr
- 31 Aug 2026
- Volatility
- High
- 18.9% 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+5.7%
- 3Y+17.3%
- 5Y+19.8%
- 10Y+17.4%
- SI+14.8%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+5.7%
- 3Y+8.7%
- 5Y+18.7%
- 10Y+19.5%
- Since inception
- +14.8%
- Calendar-day CAGR
- Excess 1Y
- -2.4%
- Category median, same plan and option
- 3Y win rate
- +43%
- Windows beating the median
- 3Y percentile
- 50
- Vs comparable share classes
- Worst rolling 3Y
- -13.7%
- 2637 daily-ending windows
- Median rolling 3Y
- +18.4%
- Calendar-day CAGR
- Positive rolling 5Y
- +99%
- 2144 daily-ending windows
- SIP 3Y XIRR
- +8.7%
- 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
- 20 days
- 111 recovered episodes
- Longest recovery
- 423 days
- Trough to prior peak
- Current spell
- 85 days
- Days below latest peak
- Time below peak
- +91%
- NAV observations
15 Jan 2018 – 3 Mar 2021
Trough 24 Mar 2020 · recovered in 344 days
-53.2%
7 Jan 2013 – 14 May 2014
Trough 21 Aug 2013 · recovered in 266 days
-36.2%
27 Sept 2024 – 27 Apr 2026
Trough 28 Feb 2025 · recovered in 423 days
-25.6%
7 Aug 2015 – 31 Aug 2016
Trough 29 Feb 2016 · recovered in 184 days
-24.1%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
50
Vs category
35
Consistency
49
Risk-adjusted
53
Drawdown
0
Mean
38
Portfolio
31 Aug 2026 · 85 holdings · top 10 are 37.4%.
- Top 5
- 26.4%
- Top 10
- 37.4%
- Largest holding
- 7.3%
- Effective holdings
- 41.1
Reliance Industries Ltd
Energy & Utilities
7.3%
Larsen & Toubro Ltd
Industrials
6.7%
NTPC Ltd
Energy & Utilities
5.1%
NTPC Green Energy Ltd.
Energy & Utilities
3.8%
Bharat Heavy Electricals Ltd
Industrials
3.5%
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
- Maximum drawdown exceeded 35%.
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.
BANDHAN TRANSPORTATION AND LOGISTICS FUND
Bandhan Mutual Fund
- 1Y
- +4.7%
- 3Y
- +18.4%
- Vol
- 14.7%
- Max DD
- -25.0%
- Sharpe
- 1.04
- 3Y win
- +83%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
DSP Healthcare Fund
DSP Mutual Fund
- 1Y
- +14.1%
- 3Y
- +20.8%
- Vol
- 14.4%
- Max DD
- -21.7%
- Sharpe
- 1.19
- 3Y win
- +59%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
WhiteOak Capital Pharma and Healthcare Fund
WhiteOak Capital Mutual Fund
- 1Y
- +22.7%
- 3Y
- n/a
- Vol
- 14.3%
- Max DD
- -15.4%
- Sharpe
- 1.26
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
DSP Banking & Financial Services Fund
DSP Mutual Fund
- 1Y
- +15.2%
- 3Y
- n/a
- Vol
- 16.7%
- Max DD
- -14.7%
- Sharpe
- 0.73
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Groww Banking & Financial Services Fund
Groww Mutual Fund
- 1Y
- +12.6%
- 3Y
- n/a
- Vol
- 16.0%
- Max DD
- -16.4%
- Sharpe
- 0.50
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns