AIF · Equity · CAT III - LONG ONLY - FLEXI CAP
Nippon - Champions 21st Century
IRRSince inception14.50%
Alpha (3Y)−1.19%
3Y return10.21%
Fund age10 mo
Fund Manager
Growth of₹Cr
Nippon Champions 21st Century
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Nippon Champions 21st Century | — | −0.70% | −0.89% | 10.21% | 11.39% | 14.50% |
| NIFTY 500 Index | −8.38% | 2.40% | −0.10% | 11.20% | 11.40% | 12.70% |
| Excess over benchmark | — | −3.10% | −0.79% | −0.99% | −0.01% | 1.80% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Dec 2021.
Risk : What you take on to earn the return
Volatility
14.09%
Benchmark approx 14.34%
A standard deviation reflecting historical swings.
Sensitivity
0.89
Beta vs benchmark 1.00 · 11% less reactive
How strongly the scheme moves with the index.
Risk-reward
0.33
Sharpe
Excess return gained per unit of volatility.
Capture ratio
84 / 84
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
Portfolio Details : Where the money actually sits
Stocks
41
P/E ratio
34.07
P/B ratio
3.88
Dividend yield
0.39%
Avg market cap
₹2.66 L Cr
Median market cap
₹69,368 Cr
Asset class
Equity
Market cap
Large cap46.78%
Mid cap7.53%
Small cap40.10%
Cash & others5.59%
As on 31 Jul 2026
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