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Nippon India Medium Duration Fund - Segregated Portfolio 2 - Bonus Option

Nippon India · Medium Duration
Moderate
₹0.00
Current NAV
03 Nov 2026
29.7%
1Y Return
15.7%
3Y CAGR
19.7%
5Y CAGR
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NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Very large asset base (AUM: ₹10,720 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Medium Duration mandate.
Cons / Risks
  • Higher expense ratio (1.97%) which can affect compounding over long horizons.
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
1.17
Sharpe Ratio
0.77
Beta
-1.83
Alpha
1.37
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Fund Details
Fund House Nippon India
Category Medium Duration
AUM ₹10720 Cr
Expense Ratio 1.97%
Min SIP ₹500
Min Lumpsum ₹1000
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