Nippon India Focused Equity Fund(G)

48.18 -0.26 (-0.54%) NAV as on 20-Jan-20

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return7.495.458.668.777.5312.78
Category Avg5.432.85-2.7612.077.537.77
Category Best10.9312.739.6917.2018.5219.73
Category Worst2.41-3.25-11.427.598.99-8.53
SENSEX5.688.3314.1315.387.61-
BSE5005.788.049.8911.827.28-
NIFTY4.837.0512.0813.557.05-

* 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
20191.37-6.916.526.45
2018-1.05-3.852.48-10.49
20175.800.8315.8315.52
201617.228.25-7.08-12.73
2015-3.131.876.033.48

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
201972126-11.27
2018-12.732023-22.12
201742.7352132.06
20162.912179.39
20158.28217-0.6

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Axis Focused 25 Fund-Reg(G)31.2105-Jul-1221.2518.5112.216.24
SBI Focused Equity Fund-Reg(G)157.8412-Oct-0421.4417.1811.2619.78
Sundaram Select Focus(G)195.2131-Jul-0214.9916.048.2818.52
IIFL Focused Equity Fund-Reg(G)18.5430-Oct-1429.0815.1510.9412.54
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]19.2674
Semi Standard Deviation [%]0.4439
Beta [%]1.0535
Sharp Ratio [%]0.1171
R-Square [%]0.9122
Expense Ratio [%]1.9700
AVG Ratio [%]0.0557
Other Ratios
Jenson Ratio [%]-0.0187
Treynor Ratio [%]0.0175
Turnover Ratio [%]1.0000
FAMA Ratio [%]-0.0035
SORTINO Ratio [%]0.0339

Return Calculator

MARKET STATS As on 21/01/2020 As on 21/01/2020

12209.05 (-0.13) 41419.11 (-0.26)

TOP GAINERS

Company Price Change Gain (%)
Uttam Value Steels0.150.0550.00
Vodafone Idea5.650.8016.49

TOP LOSERS

Company Price Change Loss (%)
Suven Life Sciences15.95-285.50-94.71
KSS0.10-0.05-33.33

Portfolio Comparison

MUTUAL FUND ACTIVITY