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NIPPON INDIA NIVESH LAKSHYA LONG DURATION FUND - DIRECT Plan - IDCW Option

Nippon India · Long Duration
Moderate
₹18.67
Current NAV
25 Jun 2026
28.9%
1Y Return
21.9%
3Y CAGR
18.9%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.19%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.79).
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
1.79
Sharpe Ratio
0.49
Beta
0.29
Alpha
2.13
Sortino
Fund Details
Fund House Nippon India
Category Long Duration
AUM ₹1840 Cr
Expense Ratio 0.19%
Min SIP ₹500
Min Lumpsum ₹1000
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