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

Nippon India · Long Duration
Moderate
₹11.34
Current NAV
03 Nov 2026
-2.0%
1Y Return
0.2%
3Y CAGR
-0.5%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.38%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.38).
  • Well-diversified portfolio aligned with the Long Duration mandate.
Cons / Risks
  • 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
1.38
Sharpe Ratio
0.98
Beta
-1.62
Alpha
1.90
Sortino
Fund Details
Fund House Nippon India
Category Long Duration
AUM ₹7930 Cr
Expense Ratio 0.38%
Min SIP ₹500
Min Lumpsum ₹1000
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