Home Funds Nippon India Nifty SDL Plus G-Sec - Jun 2028 Matur

Nippon India Nifty SDL Plus G-Sec - Jun 2028 Maturity 70:30 Index Fund-Regular Plan IDCW Option

Nippon India · Index Funds
High
₹12.92
Current NAV
25 Jun 2026
14.7%
1Y Return
12.7%
3Y CAGR
15.7%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.87%.
  • 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.

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
0.87
Sharpe Ratio
0.47
Beta
-2.13
Alpha
1.02
Sortino
Fund Details
Fund House Nippon India
Category Index Funds
AUM ₹2420 Cr
Expense Ratio 0.87%
Min SIP ₹500
Min Lumpsum ₹1000
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