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DebtGilt FundDirect · Growth

Nippon India Gilt Fund - Direct Plan Growth Plan - Growth Option

Nippon India · Scheme 118672

44.40 0.08%NAV · 2026-08-05
64
Decent FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
6.7%
Risk level
Moderate
Min SIP
Benchmark
CRISIL Dynamic Gilt Index

NAV Growth

Loading NAV history…

Historical returns

PeriodReturn
1 Month-0.66%
3 Months+3.00%
6 Months+3.62%
1 Year+2.93%
3 Years (CAGR)+6.71%
5 Years (CAGR)+5.96%
10 Years (CAGR)+7.68%
Since Launch+8.65%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns29
Consistency86
Risk-adjusted41
Downside protection100
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • Positive 3Y windows: 100% of rolling 3Y windows positive
  • Return stability: rolling-return std 2.8%
  • Volatility: 4% annualised
  • Max drawdown: -12%
  • Direct plan: no distributor commission

What to watch

  • 3Y CAGR: +6.7%
  • 5Y CAGR: +6.0%
  • Sharpe ratio: 0.54
  • Sortino ratio: 0.64

Risk metrics

Sharpe ratio
0.54
Sortino ratio
0.64
Volatility
4.17%
Max drawdown
-11.81%
Downside capture

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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