Nippon India Power & Infra Fund

Review Date: 04-12-2025

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 10.54% which is higher than the category average of 6.54%. 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 1.13 which is higher than the category average of 0.97. 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 Nippon India Power & Infra Fund has delivered a mixed performance across various time horizons, showcasing both strengths and challenges when compared to its Energy Fund peers and the Nifty Commodities TRI benchmark. This analysis examines the fund’s returns over periods ranging from one month to ten years, alongside its Systematic Investment Plan (SIP) performance, highlighting its rankings within the Energy Fund category and its ability to outperform or underperform the benchmark and category averages.

• The fund has given a return of -3.19%, 1.52 and 0.6 in last one, three and six months respectively. In the same period the category average return was -3.75%, 2.53% and 2.99% respectively.
• Nippon India Power & Infra Fund has given a return of -4.56% in last one year. In the same period the Nifty Commodities TRI return was 6.18%. The fund has given 10.74% less return than the benchmark return.
• The fund has given a return of 24.99% in last three years and rank 1st out of three funds in the category. In the same period the Nifty Commodities TRI return was 14.87%. The fund has given 10.12% more return than the benchmark return.
• Nippon India Power & Infra Fund has given a return of 28.47% in last five years and category average returns is 23.96% 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 20.86%. The fund has given 7.61% more return than the benchmark return.
• The fund has given a return of 17.36% 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 16.55%. The fund has given 0.81% more return than the benchmark return.
• The fund has given a SIP return of 6.43% in last one year whereas category average SIP return is 6.17%. The fund one year return rank in the category is 3rd in 4 funds
• The fund has SIP return of 18.07% in last three years and ranks 1st in 3 funds. The fund has given the highest SIP return in the category in last three years.
• The fund has SIP return of 22.69% in last five years whereas category average SIP return is 17.66%.

Nippon India Power & Infra Fund Risk Analysis

• The fund has a standard deviation of 17.82 and semi deviation of 13.34. The category average standard deviation is 16.05 and semi deviation is 11.56.
• The fund has a Value at Risk (VaR) of -23.98 and a maximum drawdown of -25.36. The category average VaR is -19.35 and the maximum drawdown is -22.12. The fund has a beta of 0.88 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

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Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

Data Source: www.amfiindia.com

SEBI Categorization