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NIPPON INDIA LOW DURATION FUND - QUARTERLY IDCW Option

Nippon India · Low Duration
Low
₹1018.14
Current NAV
25 Jun 2026
28.7%
1Y Return
10.7%
3Y CAGR
18.7%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Generates significant excess returns relative to benchmark index (Alpha: 4.67).
  • Well-diversified portfolio aligned with the Low Duration mandate.
Cons / Risks
  • 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
0.67
Sharpe Ratio
0.87
Beta
4.67
Alpha
0.85
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Fund Details
Fund House Nippon India
Category Low Duration
AUM ₹9220 Cr
Expense Ratio 1.67%
Min SIP ₹500
Min Lumpsum ₹1000
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