Home› Funds› Nippon India Fixed Horizon Fund XXXVIII- Series 12

Nippon India Fixed Horizon Fund XXXVIII- Series 12- Growth Option

Nippon India · Equity Fund
High
₹12.71
Current NAV
18 Oct 2021
3.6%
1Y Return
8.1%
3Y CAGR
19.8%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.98%.
  • Very large asset base (AUM: ₹16,630 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
1.08
Sharpe Ratio
0.98
Beta
1.58
Alpha
1.49
Sortino
Fund Details
Fund House Nippon India
Category Equity Fund
AUM ₹16630 Cr
Expense Ratio 0.98%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Equity Fund
UTI Regular Saving Fund ( Segregated - 17022020) - Direct Plan - Flexi IDCW
UTI
₹3.41 339.0%
UTI - Regular Saving Fund (Segregated - 17022020) - Direct Plan - Monthly Payment Option
UTI
₹4.01 339.0%
UTI Regular Saving Fund ( Segregated - 17022020) - Direct Plan - Monthly IDCW
UTI
₹1.45 339.0%
UTI - Regular Saving Fund (Segregated - 17022020) - Direct Plan - Growth Option
UTI
₹4.08 339.0%