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Nippon India Low Duration Fund - Retail Plan - Growth Plan - Growth Option

Nippon India · Low Duration
Low
₹3777.76
Current NAV
25 Jun 2026
21.0%
1Y Return
19.0%
3Y CAGR
11.0%
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 0.9%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.50).
  • Very large asset base (AUM: ₹17,050 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
1.50
Sharpe Ratio
0.50
Beta
-2.50
Alpha
1.80
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Fund Details
Fund House Nippon India
Category Low Duration
AUM ₹17050 Cr
Expense Ratio 0.90%
Min SIP ₹500
Min Lumpsum ₹1000
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