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  • Nippon Mutual Fund
  • Nippon India Low Duration Fund Retail (RIDCW-D)

Formerly Nippon India Low Duration Retl Dl DR

Nippon Mutual Fund

Nippon India Low Duration Fund Retail (RIDCW-D)

DebtLow Duration
Top Ranked

1009.1442

NAV (Jun 14)

4.8%
3 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within low duration mutual funds.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Good

The performance of the fund on a Fund Size metric has been Good

Rolling Returns

Good

The performance of the fund on a Rolling Returns metric has been Good

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

NAV ()

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
NA
6 Month CAGR
NA

Scheme Information

Investment Objective

The investment objective of the Scheme is to generate optimal returns consistent with moderate levels of risk and liquidity by investing in debt securities and money market securities.

Expense Ratio
0.95
Launched (17y ago)
Mar 20, 2007
AUM in Crores
5789.663
ISIN
INF204K01EP8
Lock-in
No Lock-in
Benchmark
Crisil Low Duration Debt TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
0.7
Standard Deviation (5yr)
1.3
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
-1.323
Sharpe Ratio (5yr)
-0.149
YTM
7.88
Fund Managers

Kinjal Desai

Fund Manager

Vivek Sharma

Fund Manager

Anju Chhajer

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Nippon India Low Duration Fund Retail (RIDCW-D)70%8,34,080 1,01,4685.4%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-06-14

Top Debt Holdings

india (republic of)

7.8%
7.8%

national bank for agriculture and rural development

4.9%
4.9%

naomi 05 2024

3.1%
3.1%

highways infrastructure trust

3%
3%

canara bank

2.9%
2.9%
See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)

₹ 5,001 cr

₹ 10,797 cr

₹ 46,422 cr

₹ 14,535 cr

₹ 15,157 cr

amc-img

About the AMC

Nippon Life India Asset Management Ltd

Nippon Life India Asset Management Ltd manages assets worth 380,402 crores and was set up on 24 February 1995. It's current offering of mutual fund schemes includes 105 equity,425 debt and 71 hybrid funds.amc-img
phone-img022-33031000
Fund NameScripbox Opinion
Till Date CAGR

5.7%

6.9%

5.7%

6.7%

5.7%

5.8%

5.7%

6.7%

5.7%

5.8%

Nippon India Low Duration Fund Retail (RIDCW-D) Review

Nippon India Low Duration Fund Retail (RIDCW-D) is a Low Duration Debt fund and has delivered an annualised return of 5.5% over a period of 17 years. The fund was previously known as Nippon India Low Duration Retl Dl DR. The fund is managed by Nippon Life India Asset Management Ltd. The fund managers are Anju Chhajer, Kinjal Desai, Vivek Sharma.

Nav of Nippon India Low Duration Fund Retail (RIDCW-D) as of 6/14/2024 is ₹1009.14 with the total AUM as of 6/16/2024 is ₹5789.663. With Scripbox you can compare and check the latest nav for all mutual funds in India. Nippon India Low Duration Fund Retail (RIDCW-D) was launched on Mar 20, 2007. The category risk of the fund is Moderate Risk.

The minimum SIP amount for Nippon India Low Duration Fund Retail (RIDCW-D) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Nippon India Low Duration Fund Retail (RIDCW-D) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to Crisil Low Duration Debt TR INR.

Nippon India Low Duration Fund Retail (RIDCW-D) is rated as a 4 fund in Debt and delivered 5.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Nippon India Low Duration Fund Retail (RIDCW-D).

Frequently Asked Questions

What is Nippon India Low Duration Fund Retail (RIDCW-D)?

Nippon India Low Duration Fund Retail (RIDCW-D) is a Low Duration Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

How to invest in Nippon India Low Duration Fund Retail (RIDCW-D)?

You can invest in Nippon India Low Duration Fund Retail (RIDCW-D) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Nippon India Low Duration Fund Retail (RIDCW-D)?

The minimum sip amount for Nippon India Low Duration Fund Retail (RIDCW-D) is ₹0. You can invest in multiples of ₹5000.

Is Nippon India Low Duration Fund Retail (RIDCW-D) good to invest in?

As per Scripbox experts, Nippon India Low Duration Fund Retail (RIDCW-D) is a Top Ranked fund. You can investNippon India Low Duration Fund Retail (RIDCW-D) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Nippon India Low Duration Fund Retail (RIDCW-D)?

The expense ratio of the Nippon India Low Duration Fund Retail (RIDCW-D) is 0.95% for regular plan.