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NIPPON INDIA LOW DURATION FUND - DIRECT Plan - WEEKLY IDCW Option

Nippon India · Low Duration
Low
₹1013.61
Current NAV
25 Jun 2026
31.7%
1Y Return
16.7%
3Y CAGR
21.7%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.57%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.27).
  • Generates significant excess returns relative to benchmark index (Alpha: 5.77).
  • Very large asset base (AUM: ₹12,820 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Low Risk
Low Moderate High Very High
Risk Metrics
1.27
Sharpe Ratio
1.17
Beta
5.77
Alpha
1.61
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Fund Details
Fund House Nippon India
Category Low Duration
AUM ₹12820 Cr
Expense Ratio 0.57%
Min SIP ₹500
Min Lumpsum ₹1000
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