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NIPPON INDIA MEDIUM DURATION FUND - SEGREGATED PORTFOLIO 2 - IDCW Option

Nippon India · Medium Duration
Moderate
₹0.00
Current NAV
25 Jun 2026
18.0%
1Y Return
23.0%
3Y CAGR
19.0%
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: 1.90).
  • Generates significant excess returns relative to benchmark index (Alpha: 2.40).
  • Very large asset base (AUM: ₹12,950 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Higher expense ratio (2.2%) 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
1.90
Sharpe Ratio
0.60
Beta
2.40
Alpha
2.47
Sortino
Fund Details
Fund House Nippon India
Category Medium Duration
AUM ₹12950 Cr
Expense Ratio 2.20%
Min SIP ₹500
Min Lumpsum ₹1000
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