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NIPPON INDIA ULTRA SHORT DURATION FUND - SEGREGATED PORTFOLIO 1 - DIRECT Plan - DAILY IDCW Option

Nippon India · Ultra Short Duration
Low
₹0.00
Current NAV
10 Mar 2022
19.0%
1Y Return
10.0%
3Y CAGR
20.0%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.2%.
  • Generates significant excess returns relative to benchmark index (Alpha: 5.10).
  • Well-diversified portfolio aligned with the Ultra Short Duration mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Low Risk
Low Moderate High Very High
Risk Metrics
0.60
Sharpe Ratio
0.50
Beta
5.10
Alpha
0.72
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Fund Details
Fund House Nippon India
Category Ultra Short Duration
AUM ₹3150 Cr
Expense Ratio 0.20%
Min SIP ₹500
Min Lumpsum ₹1000
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