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Nippon India Medium to Long Duration Fund - Direct Plan Growth Plan-Bonus Option

Nippon India · Long Duration
Moderate
₹29.90
Current NAV
03 Nov 2026
3.6%
1Y Return
6.6%
3Y CAGR
6.0%
5Y CAGR
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NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.85%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.85).
  • Generates significant excess returns relative to benchmark index (Alpha: 4.35).
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
1.85
Sharpe Ratio
0.55
Beta
4.35
Alpha
2.31
Sortino
Fund Details
Fund House Nippon India
Category Long Duration
AUM ₹1400 Cr
Expense Ratio 0.85%
Min SIP ₹500
Min Lumpsum ₹1000
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