• 1 Year Returns: 9.35%
• 3 Year Returns: 13.91%
• 5 Year Returns: 12.50%

• Private Banks | 26.56%
• IT Services & Consulting | 10.42%
• Oil & Gas - Refining & Marketing | 8.90%
• Four Wheelers | 5.26%
• Construction & Engineering | 5.20%

• HDFC Bank Ltd | 12.73%
• Reliance Industries Ltd | 8.90%
• ICICI Bank Ltd | 8.05%
• Bharti Airtel Ltd | 4.93%
• Infosys Ltd | 4.75%

• Equity | 100.06%
• Cash & Equivalents | -0.06%

The alpha ratio for the Nippon India Index Fund-Nifty 50 Plan is 3.65

Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

The volatility or standard deviation for the Nippon India Index Fund-Nifty 50 Plan is 11.64

Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

The Sharpe ratio for the Nippon India Index Fund-Nifty 50 Plan is 0.54

The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

The Sortino Ratio for the Nippon India Index Fund-Nifty 50 Plan is 0.06

The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.