Home› Funds› Nippon India Medium to Long Duration Fund - Growt

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

Nippon India · Long Duration
Moderate
₹92.80
Current NAV
25 Jun 2026
21.5%
1Y Return
21.5%
3Y CAGR
11.5%
5Y CAGR
Add to Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.75).
  • Well-diversified portfolio aligned with the Long Duration mandate.
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
1.75
Sharpe Ratio
0.75
Beta
-0.25
Alpha
2.01
Sortino
Fund Details
Fund House Nippon India
Category Long Duration
AUM ₹3300 Cr
Expense Ratio 1.55%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Long Duration
Franklin India Long Duration Fund - Growth
Franklin India Long Duration
₹10.77 31.9%
HDFC Long Duration Debt Fund - IDCW Option
HDFC
₹10.83 31.9%
NIPPON INDIA NIVESH LAKSHYA LONG DURATION FUND - DIRECT Plan - QUARTERLY IDCW Option
Nippon India
₹11.63 31.8%
Nippon India Medium to Long Duration Fund - Direct Plan Growth Plan-Bonus Option
Nippon India
₹29.90 31.5%