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Nippon India Nivesh Lakshya Long Duration Fund- Direct Plan- Growth Option

Nippon India · Long Duration
Moderate
₹18.67
Current NAV
25 Jun 2026
18.4%
1Y Return
10.4%
3Y CAGR
19.4%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.24%.
  • Generates significant excess returns relative to benchmark index (Alpha: 4.64).
  • Very large asset base (AUM: ₹12,190 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
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
0.64
Sharpe Ratio
0.84
Beta
4.64
Alpha
0.79
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Fund Details
Fund House Nippon India
Category Long Duration
AUM ₹12190 Cr
Expense Ratio 0.24%
Min SIP ₹500
Min Lumpsum ₹1000
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