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NIPPON INDIA SHORT DURATION FUND - MONTHLY IDCW Option

Nippon India · Short Duration
Moderate
₹11.52
Current NAV
03 Nov 2026
0.1%
1Y Return
0.2%
3Y CAGR
0.2%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Very large asset base (AUM: ₹24,520 Cr) indicating high investor trust and liquidity.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Short Duration mandate.
Cons / Risks
  • Higher expense ratio (1.97%) which can affect compounding over long horizons.
  • 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
0.97
Sharpe Ratio
1.17
Beta
-1.03
Alpha
1.23
Sortino
Fund Details
Fund House Nippon India
Category Short Duration
AUM ₹24520 Cr
Expense Ratio 1.97%
Min SIP ₹500
Min Lumpsum ₹1000
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