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Nippon India Medium Duration Fund - Growth Option

Nippon India · Medium Duration
Moderate
₹16.84
Current NAV
03 Nov 2026
4.5%
1Y Return
7.7%
3Y CAGR
6.2%
5Y CAGR
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NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.72).
  • Generates significant excess returns relative to benchmark index (Alpha: 6.72).
  • Well-diversified portfolio aligned with the Medium Duration mandate.
Cons / Risks
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
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
1.72
Sharpe Ratio
1.32
Beta
6.72
Alpha
1.93
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Fund Details
Fund House Nippon India
Category Medium Duration
AUM ₹6270 Cr
Expense Ratio 1.32%
Min SIP ₹500
Min Lumpsum ₹1000
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