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

Nippon India · Medium Duration
Moderate
₹0.00
Current NAV
25 Jun 2026
15.2%
1Y Return
17.2%
3Y CAGR
16.2%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.32).
  • Generates significant excess returns relative to benchmark index (Alpha: 6.32).
  • Very large asset base (AUM: ₹20,370 Cr) indicating high investor trust and liquidity.
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
1.32
Sharpe Ratio
0.92
Beta
6.32
Alpha
1.74
Sortino
Fund Details
Fund House Nippon India
Category Medium Duration
AUM ₹20370 Cr
Expense Ratio 1.32%
Min SIP ₹500
Min Lumpsum ₹1000
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