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NIPPON INDIA LOW DURATION FUND - WEEKLY IDCW Option

Nippon India · Low Duration
Low
₹1013.44
Current NAV
25 Jun 2026
12.9%
1Y Return
15.9%
3Y CAGR
13.9%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Generates significant excess returns relative to benchmark index (Alpha: 3.69).
  • Very large asset base (AUM: ₹24,240 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
1.19
Sharpe Ratio
1.09
Beta
3.69
Alpha
1.42
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Fund Details
Fund House Nippon India
Category Low Duration
AUM ₹24240 Cr
Expense Ratio 1.49%
Min SIP ₹500
Min Lumpsum ₹1000
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₹1013.61 31.7%