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NIPPON INDIA SHORT DURATION FUND - Direct Plan - QUARTERLY IDCW OPTION

Nippon India · Short Duration
Moderate
₹15.19
Current NAV
03 Nov 2026
-1.4%
1Y Return
0.3%
3Y CAGR
0.4%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.34%.
  • Very large asset base (AUM: ₹16,590 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Short Duration mandate.
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
1.04
Sharpe Ratio
0.94
Beta
1.54
Alpha
1.39
Sortino
Fund Details
Fund House Nippon India
Category Short Duration
AUM ₹16590 Cr
Expense Ratio 0.34%
Min SIP ₹500
Min Lumpsum ₹1000
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