Nippon India Power & Infra Fund

Review Date: 09-04-2025

Beginning of Analysis

The Nippon India Power & Infra Fund has shown a very good past performence in Energy Fund. The Nippon India Power & Infra Fund has a Jensen Alpha of 16.66% which is higher than the category average of 6.3%. Here the Nippon India Power & Infra Fund has shown very good performance in terms of risk adjusted returns. The Nippon India Power & Infra Fund has a Sharpe Ratio of 1.03 which is higher than the category average of 0.54. Here the Nippon India Power & Infra Fund has shown very good performance in terms of risk adjusted returns.
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.
Energy Mutual Funds are ideal for aggressive investors seeking high returns by investing in the energy sector. These funds offer targeted exposure to oil and gas, renewable energy, power generation, and utilities, allowing investors to capitalize on the growth potential of this critical sector. However, they carry higher risks due to their concentrated exposure and are heavily dependent on global commodity prices, government policies, and economic conditions. Investors should have a long-term investment horizon, a high risk tolerance, and a good understanding of the energy sector before investing in these funds. Additionally, monitoring global energy trends and regulatory changes is crucial for success.

Nippon India Power & Infra Fund Return Analysis

• The fund has given a return of 1.91%, -10.07 and -17.75 in last one, three and six months respectively. In the same period the category average return was 0.62%, -6.96% and -15.23% respectively.
• Nippon India Power & Infra Fund has given a return of -3.81% in last one year. In the same period the Nifty Commodities TRI return was -7.26%. The fund has given 3.45% more return than the benchmark return.
• The fund has given a return of 24.93% in last three years and rank 1st out of three funds in the category. In the same period the Nifty Commodities TRI return was 8.4%. The fund has given 16.53% more return than the benchmark return.
• Nippon India Power & Infra Fund has given a return of 35.91% in last five years and category average returns is 31.01% in same period. The fund ranked 1.0st out of three funds in the category. In the same period the Nifty Commodities TRI return was 28.32%. The fund has given 7.59% more return than the benchmark return.
• The fund has given a return of 15.3% in last ten years and ranked 2.0nd out of two funds in the category. In the same period the Nifty Commodities TRI return was 13.29%. The fund has given 2.01% more return than the benchmark return.
• The fund has given a SIP return of -19.79% in last one year whereas category average SIP return is -15.93%. The fund one year return rank in the category is 3rd in 3 funds
• The fund has SIP return of 21.54% in last three years and ranks 1st in 2 funds. The fund has given the highest SIP return in the category in last three years.
• The fund has SIP return of 26.88% in last five years whereas category average SIP return is 22.48%.

Nippon India Power & Infra Fund Risk Analysis

• The fund has a standard deviation of 19.21 and semi deviation of 14.23. The category average standard deviation is 18.76 and semi deviation is 13.66.
• The fund has a Value at Risk (VaR) of -23.98 and a maximum drawdown of -25.36. The category average VaR is -27.18 and the maximum drawdown is -22.12. The fund has a beta of 0.81 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 Energy Fund Category

Good Performance in Energy Fund Category

Poor Performance in Energy Fund Category

Very Poor Performance in Energy Fund Category