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Nippon India Gilt Fund- Growth Plan- Bonus Option

Nippon India · Gilt
Moderate
₹13.05
Current NAV
02 Jul 2018
7.0%
1Y Return
5.5%
3Y CAGR
6.7%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.55).
  • Generates significant excess returns relative to benchmark index (Alpha: 4.55).
  • Very large asset base (AUM: ₹17,100 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.55
Sharpe Ratio
1.15
Beta
4.55
Alpha
1.94
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Fund Details
Fund House Nippon India
Category Gilt
AUM ₹17100 Cr
Expense Ratio 1.15%
Min SIP ₹500
Min Lumpsum ₹1000
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