Nippon India Focused Equity Fund(G)

44.83 0.27 (0.61%) NAV as on 18-Oct-19

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return-3.84-6.456.583.959.6912.41
Category Avg5.432.85-2.7612.079.697.77
Category Best10.9312.739.6917.2018.5219.73
Category Worst2.41-3.25-11.427.598.99-8.53
SENSEX1.030.4012.9911.898.52-
BSE5000.54-2.408.388.198.70-
NIFTY0.56-0.7711.5610.358.43-

* 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)29.9105-Jul-1218.2214.1314.8816.18
Sundaram Select Focus(G)185.2931-Jul-0214.2412.719.7518.46
SBI Focused Equity Fund-Reg(G)147.6912-Oct-0419.4911.7313.219.62
Motilal Oswal Focused 25 Fund-Reg(G)23.2213-May-1319.1210.0811.813.99
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]19.4164
Semi Standard Deviation [%]0.4762
Beta [%]0.9924
Sharp Ratio [%]0.0760
R-Square [%]0.9069
Expense Ratio [%]1.9400
AVG Ratio [%]0.0543
Other Ratios
Jenson Ratio [%]-0.0228
Treynor Ratio [%]0.0108
Turnover Ratio [%]1.1900
FAMA Ratio [%]-0.0090
SORTINO Ratio [%]0.0197

Return Calculator

MARKET STATS As on 18/10/2019 As on 18/10/2019

11661.85 (0.65) 39298.38 (0.63)

TOP GAINERS

Company Price Change Gain (%)
Visagar Polytex0.200.0533.33
BHEL54.359.7521.86

TOP LOSERS

Company Price Change Loss (%)
Shemaroo Entertain.188.35-40.15-17.57
SCAPDVR0.35-0.05-12.50

Portfolio Comparison

MUTUAL FUND ACTIVITY