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Nippon India Medium Duration Fund - Direct Plan - Growth Option

Nippon India · Medium Duration
Moderate
₹18.22
Current NAV
25 Jun 2026
30.1%
1Y Return
13.1%
3Y CAGR
20.1%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Highly cost-efficient with a low expense ratio of 0.51%.
  • Generates significant excess returns relative to benchmark index (Alpha: 6.41).
  • Very large asset base (AUM: ₹22,960 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: Moderate Risk
Low Moderate High Very High
Risk Metrics
0.91
Sharpe Ratio
1.41
Beta
6.41
Alpha
1.10
Sortino
Fund Details
Fund House Nippon India
Category Medium Duration
AUM ₹22960 Cr
Expense Ratio 0.51%
Min SIP ₹500
Min Lumpsum ₹1000
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