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NIPPON INDIA NIVESH LAKSHYA LONG DURATION FUND - IDCW Option

Nippon India · Long Duration
Moderate
₹18.20
Current NAV
25 Jun 2026
29.1%
1Y Return
20.1%
3Y CAGR
19.1%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.61).
  • Very large asset base (AUM: ₹21,160 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Higher expense ratio (2.31%) which can affect compounding over long horizons.
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
1.61
Sharpe Ratio
1.51
Beta
0.11
Alpha
2.11
Sortino
Fund Details
Fund House Nippon India
Category Long Duration
AUM ₹21160 Cr
Expense Ratio 2.31%
Min SIP ₹500
Min Lumpsum ₹1000
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