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NIPPON INDIA ULTRA SHORT DURATION FUND - SEGREGATED PORTFOLIO 1 - QUARTERLY IDCW Option

Nippon India · Ultra Short Duration
Low
₹0.00
Current NAV
10 Mar 2022
22.9%
1Y Return
19.9%
3Y CAGR
12.9%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.59).
  • Generates significant excess returns relative to benchmark index (Alpha: 4.09).
  • Very large asset base (AUM: ₹20,140 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Higher expense ratio (1.89%) which can affect compounding over long horizons.
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
1.59
Sharpe Ratio
1.49
Beta
4.09
Alpha
2.05
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Fund Details
Fund House Nippon India
Category Ultra Short Duration
AUM ₹20140 Cr
Expense Ratio 1.89%
Min SIP ₹500
Min Lumpsum ₹1000
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