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Nippon India Multi - Asset Omni FoF - Direct Plan - Growth Option

Nippon India · Scheme 148666

25.02 0.20%NAV · 2026-08-05
88
Excellent FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
17.8%
Risk (SEBI)
Min SIP
Benchmark

NAV Growth

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Historical returns

PeriodReturn
1 Month+0.19%
3 Months+2.46%
6 Months+2.69%
1 Year+11.89%
3 Years (CAGR)+17.83%
5 Years (CAGR)+16.07%
10 Years (CAGR)
Since Launch+17.85%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns87
Consistency100
Risk-adjusted69
Downside protection100
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 3Y CAGR: +17.8%
  • 3Y CAGR vs category: +3.7% vs category avg
  • Positive 3Y windows: 100% of rolling 3Y windows positive
  • Beat category: beat category in 100% of windows
  • Sharpe ratio: 1.13

Risk metrics

Sharpe ratio
1.13
Sortino ratio
1.34
Volatility
9.54%
Max drawdown
-11.63%
Downside capture

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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