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

Nippon India · Medium Duration
Moderate
₹0.15
Current NAV
27 Jan 2022
29.7%
1Y Return
9.7%
3Y CAGR
19.7%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Medium Duration mandate.
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
0.57
Sharpe Ratio
1.37
Beta
-0.43
Alpha
0.67
Sortino
Fund Details
Fund House Nippon India
Category Medium Duration
AUM ₹2120 Cr
Expense Ratio 1.37%
Min SIP ₹500
Min Lumpsum ₹1000
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