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NIPPON INDIA NIVESH LAKSHYA LONG DURATION FUND - QUARTERLY IDCW Option

Nippon India · Long Duration
Moderate
₹11.62
Current NAV
25 Jun 2026
29.5%
1Y Return
21.5%
3Y CAGR
19.5%
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: 1.75).
  • Well-diversified portfolio aligned with the Long Duration mandate.
Cons / Risks
  • Higher expense ratio (1.95%) 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
1.75
Sharpe Ratio
0.75
Beta
1.75
Alpha
2.01
Sortino
Fund Details
Fund House Nippon India
Category Long Duration
AUM ₹4300 Cr
Expense Ratio 1.95%
Min SIP ₹500
Min Lumpsum ₹1000
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