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

Nippon India · Medium Duration
Moderate
₹0.00
Current NAV
25 Jun 2026
12.6%
1Y Return
16.6%
3Y CAGR
13.6%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.86%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.26).
  • Generates significant excess returns relative to benchmark index (Alpha: 3.26).
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
1.26
Sharpe Ratio
1.46
Beta
3.26
Alpha
1.59
Sortino
Fund Details
Fund House Nippon India
Category Medium Duration
AUM ₹4310 Cr
Expense Ratio 0.86%
Min SIP ₹500
Min Lumpsum ₹1000
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