Nippon India Focused Equity Fund(G)

46.48 0.19 (0.40%) NAV as on 14-Nov-19

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return8.671.087.707.358.7912.66
Category Avg5.432.85-2.7612.078.797.77
Category Best10.9312.739.6917.2018.5219.73
Category Worst2.41-3.25-11.427.598.99-8.53
SENSEX8.548.1614.1514.367.50-
BSE5008.535.448.0510.697.39-
NIFTY8.376.2111.8912.597.21-

* 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
20191.37-6.91NA6.45
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
201437.6611.5511.216.30

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
2018-12.732023-22.12
201742.7352132.06
20162.912179.39
20158.28217-0.6
201481.5311651.98

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Axis Focused 25 Fund(G)30.5305-Jul-1219.2517.4113.116.27
Sundaram Select Focus(G)189.1531-Jul-0215.4714.788.4118.52
JM Core 11 Fund(G)9.4205-Mar-0814.8313.5510.6-0.51
IIFL Focused Equity Fund-Reg(G)17.6630-Oct-1427.6713.0311.1711.94
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]19.3438
Semi Standard Deviation [%]0.4682
Beta [%]1.0076
Sharp Ratio [%]0.1011
R-Square [%]0.9013
Expense Ratio [%]2.2100
AVG Ratio [%]0.0622
Other Ratios
Jenson Ratio [%]-0.0265
Treynor Ratio [%]0.0153
Turnover Ratio [%]1.2200
FAMA Ratio [%]-0.0096
SORTINO Ratio [%]0.0284

Return Calculator

MARKET STATS As on 14/11/2019 As on 14/11/2019

11872.10 (0.27) 40286.48 (0.42)

TOP GAINERS

Company Price Change Gain (%)
MVL0.100.05100.00
Neulands Global Inds0.200.0533.33

TOP LOSERS

Company Price Change Loss (%)
Uttam Value Steels0.05-0.05-50.00
Vodafone Idea2.95-0.75-20.27

Portfolio Comparison

MUTUAL FUND ACTIVITY