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

Nippon India · Ultra Short Duration
Low
₹0.00
Current NAV
10 Mar 2022
29.0%
1Y Return
14.0%
3Y CAGR
19.0%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Highly cost-efficient with a low expense ratio of 0.9%.
  • Very large asset base (AUM: ₹24,050 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
1.00
Sharpe Ratio
1.50
Beta
0.50
Alpha
1.30
Sortino
Fund Details
Fund House Nippon India
Category Ultra Short Duration
AUM ₹24050 Cr
Expense Ratio 0.90%
Min SIP ₹500
Min Lumpsum ₹1000
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