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Nippon India Nivesh Lakshya Long Duration Fund- Growth Option

Nippon India · Long Duration
Moderate
₹18.13
Current NAV
04 Nov 2026
1.6%
1Y Return
6.0%
3Y CAGR
5.4%
5Y CAGR
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NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Very large asset base (AUM: ₹10,750 Cr) indicating high investor trust and liquidity.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Long Duration mandate.
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
0.70
Sharpe Ratio
0.60
Beta
-0.80
Alpha
0.91
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Fund Details
Fund House Nippon India
Category Long Duration
AUM ₹10750 Cr
Expense Ratio 1.40%
Min SIP ₹500
Min Lumpsum ₹1000
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