Home› Funds› Nippon India Fixed Horizon Fund XLI - Series 4 - D

Nippon India Fixed Horizon Fund XLI - Series 4 - Direct Plan - Growth Option

Nippon India · Equity Fund
High
₹13.10
Current NAV
15 Jun 2022
12.4%
1Y Return
8.7%
3Y CAGR
11.0%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.8%.
  • Very large asset base (AUM: ₹19,450 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Equity Fund mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.90
Sharpe Ratio
1.40
Beta
0.40
Alpha
1.08
Sortino
Fund Details
Fund House Nippon India
Category Equity Fund
AUM ₹19450 Cr
Expense Ratio 0.80%
Min SIP ₹500
Min Lumpsum ₹1000
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