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NIPPON INDIA MEDIUM TO LONG DURATION FUND - Direct Plan - MONTHLY IDCW Option

Nippon India · Long Duration
Moderate
₹11.33
Current NAV
03 Nov 2026
-0.9%
1Y Return
0.0%
3Y CAGR
0.0%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.1%.
  • Generates significant excess returns relative to benchmark index (Alpha: 6.60).
  • 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
1.10
Sharpe Ratio
0.40
Beta
6.60
Alpha
1.21
Sortino
Fund Details
Fund House Nippon India
Category Long Duration
AUM ₹5150 Cr
Expense Ratio 0.10%
Min SIP ₹500
Min Lumpsum ₹1000
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