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Nippon India Ultra Short Duration Fund - Segregated Portfolio 1 - Direct Plan - Growth Option

Nippon India · Ultra Short Duration
Low
₹0.00
Current NAV
10 Mar 2022
16.1%
1Y Return
18.1%
3Y CAGR
17.1%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.41%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.41).
  • Very large asset base (AUM: ₹10,460 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: Low Risk
Low Moderate High Very High
Risk Metrics
1.41
Sharpe Ratio
1.01
Beta
0.41
Alpha
1.57
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Fund Details
Fund House Nippon India
Category Ultra Short Duration
AUM ₹10460 Cr
Expense Ratio 0.41%
Min SIP ₹500
Min Lumpsum ₹1000
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