Home Funds NIPPON INDIA ULTRA SHORT DURATION FUND - WEEKLY ID

NIPPON INDIA ULTRA SHORT DURATION FUND - WEEKLY IDCW OPTION

Nippon India · Ultra Short Duration
Low
₹1093.68
Current NAV
25 Jun 2026
31.8%
1Y Return
9.8%
3Y CAGR
21.8%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Generates significant excess returns relative to benchmark index (Alpha: 4.58).
  • Well-diversified portfolio aligned with the Ultra Short Duration mandate.
Cons / Risks
  • Higher expense ratio (2.38%) which can affect compounding over long horizons.
  • 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
0.58
Sharpe Ratio
0.78
Beta
4.58
Alpha
0.68
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Fund Details
Fund House Nippon India
Category Ultra Short Duration
AUM ₹6630 Cr
Expense Ratio 2.38%
Min SIP ₹500
Min Lumpsum ₹1000
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