Nippon India Etf Bse Sensex Next 50

Review Date: 13-03-2025

A review of the different performance parameters of the fund is as follows:

1. Returns: It captures the increment in the investment's value during the investment period, articulated as either a percentage or a monetary denomination. We carefully examined six return parameters of this fund to gauge its performance. The return parameters have been divided into three performance groups: the top 25%, parameters below the top 25% but exceeding the average, and parameters below the average mark. Please find the detailed analysis below.
   1. Top 25%: Four return parameters of the Nippon India ETF BSE Sensex Next 50 are in the top 25% in the category, as listed below:
      
      • 1M Return %
      • 1Y Return %
      • 3Y Return %
      • 5Y Return %
   2. Above Average Below the Top 25%: The fund does not have any return parameter which is above average but below the top 25%.
   3. Below Average: Nippon India ETF BSE Sensex Next 50 has two return parameters that are below average in the category, which are listed below:
      
      • 3M Return %
      • 6M Return %
2. Risk: It refers to the chance of suffering a financial loss or not reaching the expected profits due to a variety of circumstances. Two risk parameters of the fund are divided into three groups the lowest 25%, below average but above the lowest 25%, and above average, which are described below.
   1. Lowest 25%: Nippon India ETF BSE Sensex Next 50 does not have any risk parameters in the lowest 25% of the category. It means high risk compared to other funds in the category.
   2. Below Average but Above the Lowest 25%: Nippon India ETF BSE Sensex Next 50 does not have any risk parameters in the below average but above the lowest 25% of the category.
   3. Above Average: Nippon India ETF BSE Sensex Next 50 has two parameters that are above average which are listed below:
      • Standard Deviation: It is a measure of the dispersion of a set of data from its mean. It is calculated as the square root of variance by determining the variation between each data point relative to the mean. The higher the standard deviation, the greater the risk. The standard deviation of the fund is 18.1 %.
      • Semi-Deviation: It is a measure of the dispersion of a set of data from its mean. It is calculated as the square root of variance by determining the variation between each data point relative to the mean. The higher the semi-deviation, the greater the risk. The semi-deviation of the fund is 13.15 %.
3. Risk Adjusted Performance Parameters: In mutual funds, risk-adjusted performance parameters are evaluation tools that gauge the returns of an investment against the risk taken. They assist investors in comparing various investments, factoring in both risk and returns. We have evaluated three risk-adjusted performance parameters of the fund.
   1. Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the top 25% of the category.
   2. Above Average Below Top 25% Risk Adjusted Performance Parameters: Nippon India ETF BSE Sensex Next 50 has three risk-adjusted performance parameters of the fund that are in the this group of the category.
      • Sharpe Ratio: Nippon India ETF BSE Sensex Next 50 has a Sharpe Ratio of 0.51 compared to the category average of 0.29.
      • Sterling Ratio: Nippon India ETF BSE Sensex Next 50 has a Sterling Ratio of 0.55 compared to the category average of 0.46.
      • Sortino Ratio: Nippon India ETF BSE Sensex Next 50 has a Sortino Ratio of 0.26 compared to the category average of 0.14.
   3. Below Average Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.

Date	Nippon India Etf Bse Sensex Next 50 NAV Regular Growth	Nippon India Etf Bse Sensex Next 50 NAV Direct Growth
13-03-2025	76.1677	None
12-03-2025	76.5323	None
11-03-2025	76.6776	None
10-03-2025	76.0366	None
07-03-2025	77.0138	None
06-03-2025	77.1839	None
05-03-2025	76.407	None
04-03-2025	74.6888	None
03-03-2025	74.6471	None
28-02-2025	73.7897	None
27-02-2025	75.5722	None
25-02-2025	75.9983	None
24-02-2025	76.5634	None
21-02-2025	77.3148	None
20-02-2025	78.1688	None
19-02-2025	76.9896	None
18-02-2025	76.3656	None
17-02-2025	76.2318	None
14-02-2025	76.3535	None
13-02-2025	77.9524	None