Home› Funds› NIPPON INDIA SHORT DURATION FUND - Direct Plan - I

NIPPON INDIA SHORT DURATION FUND - Direct Plan - IDCW Option

Nippon India · Short Duration
Moderate
₹24.79
Current NAV
25 Jun 2026
21.2%
1Y Return
12.2%
3Y CAGR
11.2%
5Y CAGR
Add to Watchlist
Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Highly cost-efficient with a low expense ratio of 0.12%.
  • Generates significant excess returns relative to benchmark index (Alpha: 5.32).
  • Very large asset base (AUM: ₹23,870 Cr) indicating high investor trust and liquidity.
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
0.82
Sharpe Ratio
0.72
Beta
5.32
Alpha
0.92
Sortino
Fund Details
Fund House Nippon India
Category Short Duration
AUM ₹23870 Cr
Expense Ratio 0.12%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Short Duration
Baroda BNP Paribas Short Duration Fund - Regular Plan - Monthly IDCW Option
Baroda BNP Paribas
₹10.21 31.9%
Axis Short Duration Fund - Direct Plan - Growth Option
Axis
₹35.94 31.6%
Franklin India Short Term Income Plan - Retail Plan - Direct - Quarterly - IDCW
₹4460.04 31.5%
Franklin India Short term Income Plan- Retail Plan-Segregated Portfolio 2 - 10.90% Vodafone Idea Ltd (02-Sep-2023) - Quarterly - IDCW
₹0.00 31.4%