Nippon India Nifty 500 Momentum 50 Index Fund Direct Growth

Scheme code: INF204KC1DG5 NAV value: ₹ 7.4169 NAV date: 19 March, 2026 TER: 0.25%
Fund option: Direct Fund type: Growth
Asset class: Other Asset category: Index Funds

Rolling returns

Summary

Duration Min (%) Max (%) Median (%) Average return (%) Category average return (%)
1 year-20.6314.16-6.13-4.209.23

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.0220.625.61-4.2
3 year 6.2830.9515.04
5 year 8.3826.0214.22
7 year 10.1815.6212.93
10 year 11.4212.9312.18
15 year -5.6515.886.78
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4719.784.49-4.2
3 year 6.5619.6413.57
5 year 9.2212.2910.75
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.3920.914.75-4.2
3 year 7.6821.4915.06
5 year 10.3713.511.93
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4720.674.16-4.2
3 year 8.0432.0317.81
5 year 8.1828.6415.34
7 year 10.6416.4213.77
10 year 12.5614.0613.31

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 (%)

Comparison vs benchmark returns

Index Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,19,083 - Absolute Returns: ₹19,083 - CAGR: %

Drawdown Metrics

Max Drawdown

-31.67 %

Drawdown Duration

6 months

Avg Drawdown

-17.89 %

Calmar Ratio by Duration

1 Y

-0.1326

Benchmark Comparison

vs NIFTY 50

Duration Alpha Beta Upside Capture Downside Capture Fund CAGR Benchmark CAGR
1 year 3.14 1.23 125.3 122.1 6.55 % 4.00 %
3 years -3.23 1.32 126.0 140.2 -8.58 % -2.49 %
5 years -1.19 1.32 126.0 140.2 -5.24 % -1.50 %
7 years -0.28 1.32 126.0 140.2 -3.77 % -1.08 %
10 years 0.41 1.32 126.0 140.2 -2.65 % -0.75 %
12 years 0.68 1.32 126.0 140.2 -2.22 % -0.63 %
15 years 0.95 1.32 126.0 140.2 -1.78 % -0.50 %