Nippon India Equity Hybrid Fund(G)

34.10 -0.50 (-1.43%) NAV as on 03-Apr-20

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return-37.97-34.08-38.06-10.61-2.978.63
Category Avg-24.03-19.71-20.79-3.83-2.974.41
Category Best6.846.316.0515.2214.9019.30
Category Worst-0.75-3.35-16.156.547.14-0.80

* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.

* Debt - Returns upto 1 year are annualised and over 1 year are CAGR.

Performance GRAPH

QUARTERLY RETURNS

Year Q1 Q2 Q3 Q4
2020NANANA-35.03
2019-1.56-3.043.494.27
20181.06-0.62-1.33-4.02
20175.874.036.1010.85
20166.016.12-3.61-3.90
20150.150.863.444.07

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
20192.99283515.66
2018-4.8826357.23
201729.5352829.56
20164.216273.47
20158.73225-3.68

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Canara Rob Equity Hybrid Fund-Reg(G)137.8230-Mar-93-131.523.9410.13
Sundaram Equity Hybrid Fund(G)74.4423-Jun-00-17.35-0.352.4910.66
Mirae Asset Hybrid Equity Fund-Reg(G)11.8629-Jul-15-19.64-0.57-3.71
DSP Equity & Bond Fund-Reg(G)128.5931-May-99-15.13-0.873.4913.02
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]28.9230
Semi Standard Deviation [%]0.1038
Beta [%]0.2396
Sharp Ratio [%]-0.6702
R-Square [%]0.0274
Expense Ratio [%]1.7900
AVG Ratio [%]0.0317
Other Ratios
Jenson Ratio [%]-0.2006
Treynor Ratio [%]-0.8262
Turnover Ratio [%]2.0300
FAMA Ratio [%]-0.2754
SORTINO Ratio [%]-0.1638

Return Calculator

MARKET STATS As on 03/04/2020 As on 03/04/2020

8083.80 (-2.06) 27590.95 (-2.39)

TOP GAINERS

Company Price Change Gain (%)
Uttam Value Steels0.100.05100.00
Blue Chip India0.100.05100.00

TOP LOSERS

Company Price Change Loss (%)
Visagar Polytex0.15-0.05-25.00
FCS Software Soltns.0.15-0.05-25.00

Portfolio Comparison

MUTUAL FUND ACTIVITY