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

Nippon India · Ultra Short Duration
Low
₹0.00
Current NAV
10 Mar 2022
17.8%
1Y Return
23.8%
3Y CAGR
18.8%
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 0.68%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.98).
  • Generates significant excess returns relative to benchmark index (Alpha: 4.98).
  • Very large asset base (AUM: ₹24,530 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
1.98
Sharpe Ratio
1.58
Beta
4.98
Alpha
2.73
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Fund Details
Fund House Nippon India
Category Ultra Short Duration
AUM ₹24530 Cr
Expense Ratio 0.68%
Min SIP ₹500
Min Lumpsum ₹1000
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