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DebtLow Duration FundDirect · Growth

Nippon India Low Duration Fund - Direct Plan Growth Plan - Bonus Option

Nippon India · Scheme 118702

2,475.92 0.02%NAV · 2026-08-05
60
Decent FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
7.5%
Risk level
Low to Moderate
Min SIP
Benchmark
CRISIL Low Duration Debt Index

NAV Growth

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Historical returns

PeriodReturn
1 Month+0.41%
3 Months+1.91%
6 Months+3.41%
1 Year+6.40%
3 Years (CAGR)+7.50%
5 Years (CAGR)+6.72%
10 Years (CAGR)+7.01%
Since Launch+6.75%

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 →

Returns32
Consistency77
Risk-adjusted25
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 1.0%
  • Volatility: 3% annualised
  • Max drawdown: -10%
  • Direct plan: no distributor commission

What to watch

  • 3Y CAGR: +7.5%
  • 5Y CAGR: +6.7%
  • Beat category: beat category in 53% of windows
  • Sharpe ratio: 0.12

Risk metrics

Sharpe ratio
0.12
Sortino ratio
0.04
Volatility
3.05%
Max drawdown
-10.48%
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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