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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Dividend | Vinay Sharma

13 May 25 | 12:00 AM

69.68 -0.64 (-0.92%)

  • Underperforms

    19.12%

    Return (1Y)

    underperformed Nifty Financial Services TRI by -4.95%

  • Less Volatile

    1.10%

    Standard Deviation (1Y)

    Lower Equity - Banking by -0.11%

  • Not so consistent

    6/12

    Months

    Has beaten Equity - Banking

  • Value research rating

Stock Composition

JavaScript chart by amCharts 3.20.9

NAV

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9Nippon India Banking&Financial Services (IDCW)

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year Nippon India Banking&Financial Services (IDCW), has underperformed Nifty Financial Services TRI by -4.95% (CAGR difference)

19.12%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.919.019.520.020.521.021.522.022.523.023.524.024.5
JavaScript chart by amCharts 3.20.9Nippon India Banking&Financial Services (IDCW) Nifty Financial Services TRI

Risk

In last 1 year , the volatility of Nippon India Banking&Financial Services (IDCW) is Lower than Nifty Financial Services TRI by -0.11%

1.10%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.91.091.101.111.121.131.141.151.161.171.181.191.201.21
JavaScript chart by amCharts 3.20.9Nippon India Banking&Financial Services (IDCW) Nifty Financial Services TRI

Peer Comparison on Risk - Return

Consistency

For 6 out of Last 12 Months, i.e 50% of the times It beaten its benchmark, Equity - Banking

Consistency Meter

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9ConsistentInconsistent
JavaScript chart by amCharts 3.20.9Monthly Return ComparisonJanJanJanJanJanJanJanJanJanJanJanJan-5051015
JavaScript chart by amCharts 3.20.9Nippon India Banking&Financial Services (IDCW) Nifty Financial Services TRI
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJanJan-4-202
JavaScript chart by amCharts 3.20.9-ve Alpha (%)+ve Alpha (%)

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 17 Stocks beating the benchmark 11 Stocks not beating the benchmark

View Stock Composition