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NIPPON INDIA LOW DURATION FUND - RETAIL Plan - QUARTERLY IDCW Option

Nippon India · Low Duration
Low
₹1017.82
Current NAV
25 Jun 2026
11.0%
1Y Return
12.0%
3Y CAGR
12.0%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Very large asset base (AUM: ₹14,850 Cr) indicating high investor trust and liquidity.
  • 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 (2.3%) which can affect compounding over long horizons.
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
0.80
Sharpe Ratio
0.70
Beta
-2.70
Alpha
0.88
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Fund Details
Fund House Nippon India
Category Low Duration
AUM ₹14850 Cr
Expense Ratio 2.30%
Min SIP ₹500
Min Lumpsum ₹1000
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