Home› Funds› Nippon India Nivesh Lakshya Long Duration Fund- Di

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

Nippon India · Long Duration
Moderate
₹18.61
Current NAV
04 Nov 2026
1.9%
1Y Return
6.3%
3Y CAGR
5.7%
5Y CAGR
Watchlist
NAV History (1 Year)
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.
  • 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
0.64
Sharpe Ratio
0.84
Beta
4.64
Alpha
0.79
Sortino
Fund Details
Fund House Nippon India
Category Long Duration
AUM ₹12190 Cr
Expense Ratio 0.24%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Long Duration
JM Medium to Long Duration Fund (Direct) - Bonus Option - Principal Units
JM Medium to Long Duration
₹28.56 8.9%
Bandhan Medium to Long Duration Fund - Direct Plan - Growth
Bandhan
₹75.16 5.2%
Bandhan Medium to Long Duration Fund - Direct Plan - Periodic IDCW
Bandhan
₹18.24 5.1%
Bandhan Medium to Long Duration Fund - Regular Plan - Growth
Bandhan
₹67.99 4.4%