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NIPPON INDIA MEDIUM TO LONG DURATION FUND - ANNUAL IDCW Option

Nippon India · Long Duration
Moderate
₹13.00
Current NAV
03 Nov 2026
-0.9%
1Y Return
-0.6%
3Y CAGR
-0.0%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Very large asset base (AUM: ₹12,380 Cr) indicating high investor trust and liquidity.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Long Duration mandate.
Cons / Risks
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
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
0.83
Sharpe Ratio
1.03
Beta
-1.17
Alpha
0.94
Sortino
Fund Details
Fund House Nippon India
Category Long Duration
AUM ₹12380 Cr
Expense Ratio 1.43%
Min SIP ₹500
Min Lumpsum ₹1000
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