• 1 Year Returns: 8.03%
• 3 Year Returns: 18.84%
• 5 Year Returns: 14.74%

• Private Banks | 14.04%
• Specialized Finance | 7.31%
• Oil & Gas - Refining & Marketing | 5.09%
• Public Banks | 4.16%
• Construction & Engineering | 3.90%

• ICICI Bank Ltd | 4.55%
• Reliance Industries Ltd | 4.00%
• HDFC Bank Ltd | 3.25%
• Jindal Steel Ltd | 3.04%
• Axis Bank Ltd | 2.98%

• Equity | 97.71%
• Cash & Equivalents | 2.28%
• Pref Shares | 0.01%

The alpha ratio for the Nippon India Vision Large & Mid Cap Fund is -58.25

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 Vision Large & Mid Cap Fund is 13.65

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 Vision Large & Mid Cap Fund is 0.55

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 Vision Large & Mid Cap Fund 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.