Home› Funds› Nippon India Nifty AAA PSU Bond Plus SDL - Sep 202

Nippon India Nifty AAA PSU Bond Plus SDL - Sep 2026 Maturity 50:50 Index Fund-Regular Plan-Growth Option

Nippon India · Index Funds
High
₹12.87
Current NAV
25 Jun 2026
19.2%
1Y Return
11.2%
3Y CAGR
20.2%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Index Funds mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (1.92%) which can affect compounding over long horizons.
  • Lower risk-adjusted performance compared to top peers in the same category.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Investors seeking exposure to stable, blue-chip market leaders.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.72
Sharpe Ratio
1.52
Beta
-2.28
Alpha
0.95
Sortino
Fund Details
Fund House Nippon India
Category Index Funds
AUM ₹5770 Cr
Expense Ratio 1.92%
Min SIP ₹500
Min Lumpsum ₹1000
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