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

NIPPON INDIA SHORT DURATION FUND - Direct Plan - MONTHLY IDCW Option

Nippon India · Short Duration
Moderate
₹11.75
Current NAV
03 Nov 2026
0.2%
1Y Return
0.2%
3Y CAGR
0.3%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.48%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.78).
  • Very large asset base (AUM: ₹17,330 Cr) indicating high investor trust and liquidity.
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
1.78
Sharpe Ratio
1.38
Beta
-1.22
Alpha
2.10
Sortino
Fund Details
Fund House Nippon India
Category Short Duration
AUM ₹17330 Cr
Expense Ratio 0.48%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Short Duration
Franklin India Short Term Income Plan - Retail Plan - Direct - Monthly - IDCW
₹4281.41 192.1%
Franklin India Short Term Income Plan - Retail Plan - Direct - Quarterly - IDCW
₹4460.04 192.1%
Franklin India Short Term Income Plan - Retail Plan - Direct - Weekly - IDCW
₹3622.98 192.1%
Franklin India Short Term Income Plan - Retail Plan - Monthly - IDCW
₹4197.15 192.1%