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Nippon India Innovation Fund-Direct Plan-Growth Option

Nippon India Mutual Fund · Equity · mandate: ≥80% in the named sector/theme · benchmark: —
AUM (all plans)
2,787 cr
TER direct / regular
0.87% / 2.08%
CAGR (full)
16.4%
Sharpe (full)
0.64
Sharpe (bull ≤Sep-24)
3.26
Sharpe (sideways Oct-24→)
-0.11
Max drawdown
-20.4%
Months of data
35
Percentile ranks this fund within its peer pool; the leaderboard Score is the weighted average of its fiscal-year percentiles (equity: active-return-rank blended with IR-rank).

Equity curve

202320242025202698127156Fund (NAV=100)Risk-free 6%/yrCategory median (Thematic)

Drawdown

2023202420252026-20-100Drawdown %

Fiscal-year record

FYReturnvs categorySharpemonths
FY220
FY230
FY24*17.9%-1.8%2.326
FY257.2%0.1%0.1412
FY26-2.0%-0.8%-0.4412
FY27*25.8%7.4%3.235
Active/Fund returns are TOTALS over the months covered — never annualized (FY27* is year-to-date; a * row covers only part of the year). %ile is the fund's percentile within its peer pool for that year.

Monthly returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2023-2.2+7.4+6.0+11.4
2024+2.9+0.8+2.0+4.7+2.7+9.5+2.8+2.2+2.1-7.5-0.0-1.4+21.8
2025-5.0-8.1+6.7+3.3+5.3+4.1+0.4+0.4+0.1+1.5+0.2-1.3+6.8
2026-5.4+1.9-11.3+12.8+1.9+2.8+2.2+4.1+7.5

Quarterly average AUM & estimated net flows

20232024202520261,0431,9532,863AUM (quarter avg), ₹cr
-405674
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by construction). Monthly returns are month-end NAV chains; stale prints (>7 days before month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic monthly convention. Independence: all figures are computed from mandatory public disclosures with a fixed methodology applied identically to every fund — no fund can pay for inclusion, exclusion, placement, or altered presentation, and any material commercial relationship will be disclosed on the affected pages. Nothing here is investment advice; past performance does not predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard · PMS leaderboard
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