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Nippon India Fixed Horizon Fund XXXIV- Series 10- Direct Plan-Growth Option

Nippon India · Equity Fund
High
₹11.54
Current NAV
20 Oct 2020
4.9%
1Y Return
4.3%
3Y CAGR
17.0%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.9%.
  • Generates significant excess returns relative to benchmark index (Alpha: 5.50).
  • Very large asset base (AUM: ₹10,050 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
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
1.00
Sharpe Ratio
0.90
Beta
5.50
Alpha
1.30
Sortino
Fund Details
Fund House Nippon India
Category Equity Fund
AUM ₹10050 Cr
Expense Ratio 0.90%
Min SIP ₹500
Min Lumpsum ₹1000
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