Sharpe ratio
0.23Return earned for the risk taken.
Moderate
Moderate risk-adjusted returns. The reward for risk has been average.
+2.85%1Y Absolute Return
-1.07%1D
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Past performance is not an indicator of future returns.
Returns calculator comparison
Compare an illustrative investment outcome across return assumptions.
| Asset | Projected corpus | Total invested | Gain | Annual return |
|---|---|---|---|---|
| Nippon India Nifty Auto Index Fund - Direct Plan- Growth OptionFund 1Y annualised return · 5Y history unavailable | ₹7,83,992 | ₹7,32,612 | ₹51,380 | +2.85% |
| EPFIllustrative annual assumption | ₹8,95,132 | ₹7,32,612 | ₹1,62,520 | +8.25% |
| Residential propertyIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| PPFIllustrative annual assumption | ₹8,69,819 | ₹7,32,612 | ₹1,37,207 | +7.10% |
| Bank fixed depositIllustrative annual assumption | ₹8,56,981 | ₹7,32,612 | ₹1,24,369 | +6.50% |
| GoldIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| Savings accountIllustrative annual assumption | ₹7,86,827 | ₹7,32,612 | ₹54,215 | +3.00% |
Illustration only. Fund results use the available NAV-derived annualised return and can be negative. Reference rows are assumptions, not current quoted rates or guaranteed returns; property excludes transaction costs, taxes, and liquidity constraints. Mutual fund investments are subject to market risk.
Wealth multiple
₹1 became₹1.09
₹1 Lakh since launch₹1.09 Lakh
Fund age1.9 yrs
Fund information
Scheme code153064
ISININF204KC1EE8
BenchmarkNIFTY Auto TRI
CategoryOther Scheme - Index Funds
Expense ratio0.49%
Exit loadNil
Minimum SIP₹100 SIP
Return comparison
523rd / 1122 in category| Period | Fund | Benchmark | Category avg |
|---|---|---|---|
| 1M | +255.54% | — | — |
| 3M | -16.75% | — | — |
| 6M | +16.62% | — | — |
| 1Y | +2.85% | — | +1.74% |
| Since Launch | +9.43% | — | — |
Risk-adjusted performance
Every measure is expanded with a plain-language reading of the latest calculated value.
Sortino ratio
0.34Return earned while limiting downside risk.
Moderate
Moderate downside risk-adjusted performance.
Standard deviation
21.81%How much the fund’s returns fluctuate over time.
Very high volatility
Expect large price swings and higher risk.
Beta
—How closely the fund moves with the market.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Alpha
—Extra return generated above the benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Treynor ratio
—Return earned for each unit of market risk taken.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Calmar ratio
0.53How well the fund rewarded investors relative to its biggest decline.
Good
Good return relative to the drawdowns experienced.
Information ratio
—How consistently the fund outperformed its benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Portfolio allocation
Latest disclosed portfolio mix
Asset allocation
Portfolio100%
Equity99.91%
Cash0.09%
Market cap allocation
Sector allocation
Equity exposure by sector
Top holdings
10 of 18 disclosed positions
| Holding | Sector | Instrument type | Weight |
|---|---|---|---|
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 23.19% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 15.59% |
| Bajaj Auto Ltd | Consumer Discretionary | Equity | 9.11% |
| Eicher Motors Ltd | Consumer Discretionary | Equity | 8.25% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 6.88% |
| Tata Motors Ltd | Consumer Discretionary | Equity | 6.23% |
| Samvardhana Motherson International Ltd | Consumer Discretionary | Equity | 5.54% |
| Hero Motocorp Ltd | Consumer Discretionary | Equity | 5.27% |
| Bharat Forge Ltd | Consumer Discretionary | Equity | 4.84% |
| Ashok Leyland Ltd | Industrials | Equity | 3.82% |
Fund management
JI
Jitendra Tolani
Since 2025 · Prior to joining Nippon Mutual Fund, he was working with Motilal Oswal Financial Services Ltd, Asit C Mehta Investment Interrmediaries Ltd.
MBA (FINANCE)
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Summary
A very high-risk other scheme - index funds fund. Recovered from its worst fall in 4 months. Top 10 holdings make up 89% — a handful of stocks can swing returns sharply.
Strengths
- Recovered from its worst fall in 4 months.
Weaknesses
- Top 10 holdings make up 89% — a handful of stocks can swing returns sharply.
Ideal investor
- Needs a 5+ years horizon to ride out its very high risk level.
- Good fit for SIPs — spreading purchases smooths out 21.8% volatility.
Risk drivers
- Top 10 holdings = 89% of the portfolio.
- Consumer Discretionary makes up 96% — trouble in that sector hits the whole fund.