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Nippon India Low Duration Fund -Growth Plan -Bonus Option

Nippon India · Low Duration
Low
₹2302.56
Current NAV
25 Jun 2026
21.4%
1Y Return
11.4%
3Y CAGR
11.4%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Very large asset base (AUM: ₹11,790 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Low Duration mandate.
Cons / Risks
  • Higher expense ratio (2.14%) which can affect compounding over long horizons.
  • Lower risk-adjusted performance compared to top peers in the same category.
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
0.74
Sharpe Ratio
0.94
Beta
-1.26
Alpha
0.99
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Fund Details
Fund House Nippon India
Category Low Duration
AUM ₹11790 Cr
Expense Ratio 2.14%
Min SIP ₹500
Min Lumpsum ₹1000
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