Official AMFI data
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Nippon India

Nippon India Banking & Financial Services Fund-Growth Plan

Sectoral / ThematicEquity Rank 120 of 157

NAV · Regular-Growth

+7.92+2.29%

As of · AMFI

NAV growth+18.4%
Mar ’21Mar ’22
Arthkar verdictMixed picture

Returns

Lags category

0 of 3 periods ahead

Consistency

Steady

positive in 8 of 12 years

Trails its Sectoral / Thematic category on 1Y, 3Y & 5Y.

1Y return

+2.9%

-6.6 vs cat

3Y CAGR

+13.0%

-4.2 vs cat

5Y CAGR

+13.5%

-1.3 vs cat

AUM

fund size

Expense

direct plan

Volatility 3Y

15.2%

3Y std dev

Go deeper on Nippon India Banking & Financial Services Fund-Growth Plan

Two data-only views, computed from this fund's real NAV history — no projections.

In plain English

Nippon India Banking & Financial Services Fund-Growth Plan is a Sectoral / Thematic scheme from Nippon India. Long-run track record: about 13.5% CAGR over 5 years. Worst historical drawdown: -57% in Mar 2009, recovered in 6 months. Wrong fit if you need this money in less than 7 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Regular · Growth · INF204K01919

NAV (Direct-Growth)

₹353.3697

Last 1Y

+18.39%

Mar 21Min ₹270.12 · Max ₹383.77 · 248 ptsMar 22

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2009

-57.4%

Peak ₹70.62 on 2 Jan 2008 → trough ₹30.07 on 9 Mar 2009 (14 months down).

Recovered in 6 months· 16 Sept 2009

May 2020

-50.9%

Peak ₹303.89 on 27 May 2019 → trough ₹149.26 on 22 May 2020 (12 months down).

Recovered in 9 months· 10 Feb 2021

Dec 2011

-41.2%

Peak ₹126.59 on 8 Nov 2010 → trough ₹74.45 on 20 Dec 2011 (14 months down).

Recovered in 29 months· 9 May 2014

Jun 2006

-32.0%

Peak ₹34.69 on 10 May 2006 → trough ₹23.58 on 14 Jun 2006 (1 months down).

Recovered in 4 months· 28 Sept 2006

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

PeriodReturnsCategory avgRank
1W-0.46%-0.40%143/ 286
1M-2.15%+2.47%278/ 286
3M+4.78%+8.01%222/ 286
6M-4.89%+6.33%268/ 278
YTD-2.42%+6.03%234/ 273
1Y+2.88%+9.52%189/ 258
2Y+7.21%+5.82%80/ 203
3Y+12.99%+17.18%120/ 157
5Y+13.47%+14.76%72/ 125
7Y+13.60%+18.88%93/ 104
10Y+12.69%+14.74%61/ 81

Peers in Sectoral / Thematic

Other schemes in the same SEBI category, ranked by AUM.

Available plans & options

PlanOptionFull nameISIN

Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.