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NIPPON INDIA LOW DURATION FUND - MONTHLY IDCW Option

Nippon India · Low Duration
Low
₹1031.30
Current NAV
03 Nov 2026
-0.1%
1Y Return
0.2%
3Y CAGR
0.2%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 4.25).
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Low Duration mandate.
Cons / Risks
  • Higher expense ratio (2.05%) which can affect compounding over long horizons.
  • Lower risk-adjusted performance compared to top peers in the same category.
  • 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: Low Risk
Low Moderate High Very High
Risk Metrics
0.75
Sharpe Ratio
1.25
Beta
4.25
Alpha
1.01
Sortino
Fund Details
Fund House Nippon India
Category Low Duration
AUM ₹6800 Cr
Expense Ratio 2.05%
Min SIP ₹500
Min Lumpsum ₹1000
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