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Nippon India Fixed Horizon Fund XXXII- Series 2- Growth Option

Nippon India · Equity Fund
High
₹12.55
Current NAV
06 Nov 2020
24.8%
1Y Return
13.8%
3Y CAGR
14.8%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Generates significant excess returns relative to benchmark index (Alpha: 3.48).
  • Well-diversified portfolio aligned with the Equity Fund mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.08%) which can affect compounding over long horizons.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.98
Sharpe Ratio
0.88
Beta
3.48
Alpha
1.25
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Fund Details
Fund House Nippon India
Category Equity Fund
AUM ₹8030 Cr
Expense Ratio 2.08%
Min SIP ₹500
Min Lumpsum ₹1000
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