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NIPPON INDIA FIXED HORIZON FUND - XLI - SERIES 4 - DIRECT Plan - IDCW Option

Nippon India · Equity Fund
High
₹13.10
Current NAV
15 Jun 2022
12.4%
1Y Return
8.7%
3Y CAGR
13.9%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.39%.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Equity Fund mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Lower risk-adjusted performance compared to top peers in the same category.
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
0.79
Sharpe Ratio
1.29
Beta
0.29
Alpha
1.10
Sortino
Fund Details
Fund House Nippon India
Category Equity Fund
AUM ₹1340 Cr
Expense Ratio 0.39%
Min SIP ₹500
Min Lumpsum ₹1000
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