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NIPPON INDIA MEDIUM DURATION FUND - SEGREGATED PORTFOLIO 1 - Direct Plan - IDCW Option

Nippon India · Medium Duration
Moderate
₹0.16
Current NAV
27 Jan 2022
339.5%
1Y Return
9.3%
3Y CAGR
14.3%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Highly cost-efficient with a low expense ratio of 0.13%.
  • Very large asset base (AUM: ₹15,580 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
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
0.53
Sharpe Ratio
1.03
Beta
0.03
Alpha
0.60
Sortino
Fund Details
Fund House Nippon India
Category Medium Duration
AUM ₹15580 Cr
Expense Ratio 0.13%
Min SIP ₹500
Min Lumpsum ₹1000
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