Nippon India Pharma Fund

Review Date: 09-04-2025

Beginning of Analysis

The 5 star rating shows an excellent past performance of the Nippon India Pharma Fund in Pharma Fund. The Nippon India Pharma Fund has a Jensen Alpha of 3.31% which is lower than the category average of 4.29%, showing poor performance. The Nippon India Pharma Fund has a Sharpe Ratio of 0.69 which is lower than the category average of 0.75, showing poor performance.
The past performance of the {fund_name_eng} may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds.
Pharma Mutual Funds

Nippon India Pharma Fund Return Analysis

• The fund has given a return of -0.69%, -11.22 and -12.49 in last one, three and six months respectively. In the same period the category average return was -0.34%, -11.78% and -11.98% respectively.
• Nippon India Pharma Fund has given a return of 7.81% in last one year. In the same period the Nifty Pharma TRI return was 4.83%. The fund has given 2.98% more return than the benchmark return.
• The fund has given a return of 16.84% in last three years and rank 6th out of eight funds in the category. In the same period the Nifty Pharma TRI return was 13.88%. The fund has given 2.96% more return than the benchmark return.
• Nippon India Pharma Fund has given a return of 23.06% in last five years and category average returns is 23.69% in same period. The fund ranked 5.0th out of eight funds in the category. In the same period the Nifty Pharma TRI return was 18.63%. The fund has given 4.43% more return than the benchmark return.
• The fund has given a return of 13.37% in last ten years and ranked 1.0st out of three funds in the category. In the same period the Nifty Pharma TRI return was 4.66%. The fund has given 8.71% more return than the benchmark return.
• The fund has given a SIP return of -6.6% in last one year whereas category average SIP return is -4.13%. The fund one year return rank in the category is 10th in 12 funds
• The fund has SIP return of 19.91% in last three years and ranks 7th in 7 funds. Sbi Healthcare Opportunities Fund has given the highest SIP return (25.5%) in the category in last three years.
• The fund has SIP return of 18.07% in last five years whereas category average SIP return is 19.27%.

Nippon India Pharma Fund Risk Analysis

• The fund has a standard deviation of 15.85 and semi deviation of 11.03. The category average standard deviation is 16.3 and semi deviation is 11.36.
• The fund has a Value at Risk (VaR) of -21.43 and a maximum drawdown of -14.28. The category average VaR is -22.06 and the maximum drawdown is -14.76. The fund has a beta of 0.89 which shows that fund is less volatile than the benchmark.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.

Very Good Performance in Pharma Fund Category

Good Performance in Pharma Fund Category

Poor Performance in Pharma Fund Category

Very Poor Performance in Pharma Fund Category