• 1 Year Returns: 11.97%
• 3 Year Returns: 10.66%
• 5 Year Returns: 9.96%

• G-Sec | 74.65%
• Private Banks | 5.53%
• Miscellaneous | 4.67%
• IT Services & Consulting | 2.25%
• Oil & Gas - Refining & Marketing | 1.50%

• 7.06% Government of India | 30.45%
• 7.62% Government of India | 17.76%
• 8.13% Government of India | 15.77%
• 8.17% Government of India | 4.87%
• Triparty Repo | 4.67%

• Government Securities | 74.65%
• Equity | 19.70%
• Cash & Equivalents | 5.66%

The alpha ratio for the Nippon India Retirement Fund-Income Generation is -0.56

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 Retirement Fund-Income Generation is 4.47

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 Retirement Fund-Income Generation is 1.68

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 Retirement Fund-Income Generation is 0.16

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.