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Snapshot
Snapshot
Nippon India Power & Infra Fund - Direct (G)
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Summary
Fund Name : Nippon India Mutual Fund
Scheme Name : Nippon India Power & Infra Fund - Direct (G)
AMC : Nippon India Mutual Fund
Type : Open
Category : Equity Theme - Infrastructure
Launch Date : 01-Jan-13
Fund Manager : Rahul Modi
Net Assets:(Rs. cr) 8043.44
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception  
Latest Payouts
  Dividends Bonus
Ratio NA NA
Date NA NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 5000
Increm.Investment(Rs.) : 1000
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Return -0.79 1.64 8.29 14.02 9.85 23.31 23.21 15.34
Category Avg -0.07 4.67 8.45 10.13 5.79 21.00 20.36 14.61
Category Best 0.67 6.79 16.42 17.87 17.14 28.24 25.07 24.33
Category Worst -1.15 2.56 2.88 -0.34 -5.99 13.82 12.64 7.65
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
* Move the pointer over the headers to view the definition.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
1.0816 6.0016 0.9095 4.2764 0.0272
Asset Allocation
Holdings
Company Name% Hold
Reliance Industr 7.50
Larsen & Toubro 7.20
NTPC 5.59
NTPC Green Ene. 3.53
B H E L 3.14
Triveni Turbine 2.62
Power Fin.Corpn. 2.53
Bharti Airtel 2.37
Carborundum Uni. 2.20
Hind.Aeronautics 2.14
Tata Power Co. 2.13
UltraTech Cem. 2.10
Samvardh. Mothe. 2.04
Ambuja Cements 1.97
ACME Solar Hold. 1.85
CG Power & Ind 1.62
Voltas 1.52
Bharat Forge 1.49
Cummins India 1.48
JSW Energy 1.47
JSW Infrast 1.33
CESC 1.29
Amber Enterp. 1.27
Kaynes Tech 1.24
NLC India 1.21
Adani Ports 1.16
Bharat Dynamics 1.10
Tata Motors PVeh 1.05
Siemens Ener.Ind 1.03
Saatvik Green 0.96
JSW Cement 0.95
Tube Investments 0.95
Cyient DLM 0.95
Apollo Hospitals 0.94
Sona BLW Precis. 0.93
Dixon Technolog. 0.89
Siemens 0.88
Phoenix Mills 0.87
ITC Hotels 0.87
Bajel Projects 0.85
LIC Housing Fin. 0.84
O N G C 0.83
Vedanta Aluminiu 0.77
Interglobe Aviat 0.74
TD Power Systems 0.73
ZF Commercial 0.73
PTC India 0.72
Afcons Infrastr. 0.70
Coal India 0.70
GAIL (India) 0.69
Container Corpn. 0.69
Astral 0.68
MTAR Technologie 0.68
Brigade Enterpr. 0.67
Indian Hotels Co 0.67
Schaeffler India 0.65
Praj Industries 0.65
Apar Inds. 0.61
Apollo Tyres 0.60
Elgi Equipments 0.60
Fujiyama Power 0.60
Kirloskar Oil 0.59
Shree Cement 0.57
Krishna Institu. 0.54
A B B 0.51
GE Vernova T&D 0.49
Can Fin Homes 0.49
Tata Steel 0.47
KEI Industries 0.40
Torrent Power 0.39
Data Pattern 0.37
Tata Motors 0.37
KEC Internationa 0.35
ISGEC Heavy 0.30
Omnitech Engg. 0.29
Sedemac Mechatro 0.28
Balkrishna Inds 0.27
Central Mine Pla 0.27
Shadowfax Techno 0.26
PNC Infratech 0.19
TREPS 1.03
Net CA & Others -0.20
C C I 0.01
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