Nippon India Banking and PSU Fund Direct Growth

Scheme code: INF204KA1U53 NAV value: ₹ 22.2648 NAV date: 18 March, 2026 TER: 0.38%
Fund option: Direct Fund type: Growth
Asset class: Debt Asset category: Banking and PSU Fund

Rolling returns

Summary

Duration Min (%) Max (%) Median (%) Average return (%) Category average return (%)
1 year2.3813.527.787.808.05
3 year4.889.937.727.537.57
5 year6.159.367.487.626.86
7 year6.948.127.577.556.98
10 year7.567.997.737.767.28

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,41,774 - Absolute Returns: ₹41,774 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹40,06,171 - Absolute Returns: ₹4,06,171 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹71,54,102 - Absolute Returns: ₹11,54,102 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,07,41,540 - Absolute Returns: ₹23,41,540 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,75,27,297 - Absolute Returns: ₹55,27,297 - CAGR: %

Drawdown Metrics

Max Drawdown

-3.20 %

Drawdown Duration

0 months

Recovery Time

0 months

Avg Drawdown

-0.12 %

Calmar Ratio by Duration

1 Y

2.4368

3 Y

2.3525

5 Y

2.3806

7 Y

2.3587

10 Y

2.4243