InvestVerdict
Nippon India Medium Term Fund (Existing Number of Segregated Portfolios - 1)
Direct Plan · Bonus Option · Mutual fund · Scheme code 148078
Fund houseNippon India Mutual Fund
CategoryMutual fund
Plan & optionDirect · Bonus Option
History1.9 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 298.31 | 305.15 | 315.86 | 340.09 | — | — | — | — | 88.96 |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 212.4% | 0.39 | 4.59 | — | — | -25.8% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 46 | -21.3% | -20.5% | 340.1% | 98% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.