Should I invest in NIPPON INDIA POWER & INFRA FUND?

We don't give personal investment advice. NIPPON INDIA POWER & INFRA FUND - IDCW Option is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 56.4%. 5-year CAGR: 12.68%.

Reliance

NIPPON INDIA POWER & INFRA FUND - IDCW Option

Latest NAV

₹65.4800

As of

24 Jul 2026

4,999 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.12%	-0.24%	+0.12	32 / 122	Q2
1W	-0.99%	-1.20%	+0.22	50 / 122	Q2
2W	-1.17%	-1.38%	+0.21	60 / 122	Q2
1M	-2.47%	-0.33%	-2.14	100 / 122	Q4
3M	+0.77%	+2.77%	-2.00	84 / 122	Q3
6M	+8.74%	+4.75%	+4.00	38 / 122	Q2
YTD	+0.44%	+0.21%	+0.23	49 / 122	Q2
1Y	+0.80%	+1.48%	-0.67	55 / 120	Q2
2Y	-7.15%	+1.54%	-8.68	101 / 116	Q4
3Y	+10.64%	+13.01%	-2.36	74 / 114	Q3
4Y	+16.06%	+14.55%	+1.51	43 / 106	Q2
5Y	+12.68%	+11.72%	+0.97	43 / 104	Q2
7Y	+13.72%	+14.88%	-1.15	56 / 99	Q3
10Y	+8.21%	+11.23%	-3.01	72 / 93	Q4
Inception	+4.75%	+10.97%	-6.21	106 / 122	Q4

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+0.44%	+0.11%	+0.33	47 / 118
2025	-9.92%	+3.20%	-13.12	112 / 115
2024	+16.18%	+19.60%	-3.43	72 / 113
2023	+45.11%	+31.56%	+13.56	13 / 108
2022	+5.74%	+2.19%	+3.55	48 / 104
2021	+47.25%	+32.41%	+14.84	20 / 102
2020	+0.49%	+18.32%	-17.83	87 / 100
2019	-12.26%	+5.50%	-17.76	96 / 97
2018	-29.08%	-10.07%	-19.02	91 / 94
2017	+45.64%	+30.10%	+15.54	9 / 93
2016	-10.80%	-0.25%	-10.55	85 / 93

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+9.94%

236 windows

min -52.7% · max 102.1%

52% positive

3-Year rolling

+5.14%

211 windows

min -26.4% · max 33.3%

63% positive

5-Year rolling

+2.98%

187 windows

min -12.6% · max 29.9%

57% positive

7-Year rolling

+1.63%

163 windows

min -6.8% · max 13.9%

52% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

19.04%

3-year · annualised

Sharpe ratio

0.30

vs risk-free 6.5%

Sortino ratio

0.44

Downside-only deviation

Max drawdown

-56.36%

Sep 2024 → Apr 2026

% positive months

61.1%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Sectoral/Thematic Fund

Scheme	Fund house	NAV	As of
HDFC Banking & Financial Services Fund - Growth Option	HDFC	₹17.7760	24 Jul 2026
Nippon India Japan Equity Fund- Growth Plan- Bonus Option	Nippon India	₹27.1441	24 Jul 2026
SBI COMMA Fund - REGULAR PLAN - Growth	SBI	₹114.8349	24 Jul 2026
ICICI Prudential Active Momentum Fund - Growth	ICICI Prudential	₹10.5800	24 Jul 2026
Franklin Asian Equity Fund - Growth Plan	Franklin Templeton	₹43.3220	24 Jul 2026
Franklin India Multi-Factor Fund- Growth	Franklin India	₹9.3942	24 Jul 2026
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Kotak	₹68.1110	24 Jul 2026
CANARA ROBECO INFRASTRUCTURE FUND - REGULAR PLAN - GROWTH OPTION	Canara Robeco	₹166.1100	24 Jul 2026
UTI - MNC Fund - Regular Plan - Growth Option	UTI	₹392.8627	24 Jul 2026
Aditya Birla Sun Life Consumption Fund -Regular - IDCW	Birla Sun Life	₹35.4300	24 Jul 2026

Recent NAVs

Date	NAV
24 Jul 2026	₹65.4800
23 Jul 2026	₹65.5587
22 Jul 2026	₹65.9632
21 Jul 2026	₹66.3879
20 Jul 2026	₹66.3685
17 Jul 2026	₹66.1325
16 Jul 2026	₹66.2674
15 Jul 2026	₹66.1634
14 Jul 2026	₹65.8171
13 Jul 2026	₹66.2316

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 24 Jul 2026, the NAV of NIPPON INDIA POWER & INFRA FUND - IDCW Option is ₹65.4800. It's a Sectoral/Thematic Fund from Reliance, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

NIPPON INDIA POWER & INFRA FUND - IDCW Option has NAV history starting from 03 Apr 2006, a track record of about 20 years 3 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

NIPPON INDIA POWER & INFRA FUND - IDCW Option is managed by Reliance. It's classified by AMFI under the 'Sectoral/Thematic Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, NIPPON INDIA POWER & INFRA FUND - IDCW Option has delivered a absolute return of 0.80% — -0.67 pp behind the Sectoral/Thematic Fund category average of 1.48%. The fund ranks #55 of 120 in its category — the second (Q2) quartile.

Over the trailing 3-year window, NIPPON INDIA POWER & INFRA FUND - IDCW Option has delivered a CAGR of 10.64% — -2.36 pp behind the Sectoral/Thematic Fund category average of 13.01%. The fund ranks #74 of 114 in its category — the third (Q3) quartile.

Over the trailing 5-year window, NIPPON INDIA POWER & INFRA FUND - IDCW Option has delivered a CAGR of 12.68% — +0.97 pp ahead of the Sectoral/Thematic Fund category average of 11.72%. The fund ranks #43 of 104 in its category — the second (Q2) quartile.

₹1 lakh invested in NIPPON INDIA POWER & INFRA FUND - IDCW Option exactly 10 years ago would be worth approximately ₹220,215 today — a multiplier of 2.20×, based on the 10-year CAGR of 8.21%. The category average over the same window would have grown ₹1 lakh to ₹289,792.

A ₹10,000 monthly SIP in NIPPON INDIA POWER & INFRA FUND - IDCW Option over the last 5 years — total invested ₹600,000 — would be worth ₹780,593 today. That's an XIRR (money-weighted annualised return) of 10.46%.

A ₹10,000 monthly SIP for 10 years in NIPPON INDIA POWER & INFRA FUND - IDCW Option = ₹1,200,000 invested. It would currently be worth ₹2,162,975 (multiplier 1.80×). XIRR: 11.34%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, NIPPON INDIA POWER & INFRA FUND - IDCW Option ranks #43 out of 104 funds in the Sectoral/Thematic Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 11.72%; this fund delivered 12.68%.

The worst peak-to-trough decline NIPPON INDIA POWER & INFRA FUND - IDCW Option has experienced over the last 5-year window is 56.36% — its NAV fell from a high on 27 Sep 2024 to a low on 01 Apr 2026. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, NIPPON INDIA POWER & INFRA FUND - IDCW Option averaged 2.98% (best 29.86%, worst -12.56%). 57% of rolling windows ended positive. The 5-year Sharpe ratio is 0.39 — weak risk-adjusted performance.

In calendar year 2025, NIPPON INDIA POWER & INFRA FUND - IDCW Option returned -9.92% — lagging the Sectoral/Thematic Fund category average of 3.20% by 13.12 pp. It ranked #112 of 115 in its category that year.

NIPPON INDIA POWER & INFRA FUND - IDCW Option is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. NIPPON INDIA POWER & INFRA FUND - IDCW Option is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 56.4%. 5-year CAGR: 12.68%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.