Formerly Nippon India Low Duration Retl Mn DR
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
14 Years. The Fund has Sufficient history for analysis and the track record is good.
8,299 Cr. Large within the category
Impact of Interest Rate Changes
Low Interest Rate Risk. The impact on fund value is quite low when interest rates change
Credit Quality Of Fund's Portfolio
Moderate Credit Risk. The fund has a moderate credit quality compared to other debt funds
NAV (Oct 20)
6 Month CAGR
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.
Low to Moderate
Low to Moderate Risk
Launched (14y ago)
|Mar 20, 2007|
AUM in Crores
|NIFTY Low Duration Debt Index TR INR|
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
|Mutual Fund||₹ 9,65,796||₹ 2,33,184||11.25%|
|EPF||₹ 9,00,761||₹ 1,68,149||8.50%|
|Property||₹ 8,67,662||₹ 1,35,050||7.00%|
|PPF||₹ 8,69,819||₹ 1,37,207||7.10%|
|Bank FD||₹ 8,46,471||₹ 1,13,859||6.00%|
|Gold||₹ 8,46,471||₹ 1,13,859||6.00%|
|Savings Bank||₹ 8,25,950||₹ 93,338||5.00%|
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.
|Fund Name||Scripbox Opinion||Fund Size||Track Record|
₹ 13,509 cr
₹ 33,192 cr
₹ 11,590 cr
₹ 21,654 cr
₹ 33,722 cr
Nippon Life India Asset Management Ltd
Nippon Life India Asset Management Ltd manages assets worth 238,298 crores and was set up on 24 February 1995. It's current offering of mutual fund schemes includes 90 equity,369 debt and 34 hybrid funds.
|Fund Name||Scripbox Opinion||Till Date CAGR|
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Nippon India Low Duration Fund Retail Inc Dist cum Cap Wdrl (RIDCW-M) is a Low Duration Debt fund and has delivered an annualised return of 6% over a period of 14 years. The fund was previously known as Nippon India Low Duration Retl Mn DR . The fund is managed by Nippon Life India Asset Management Ltd. The fund managers are Anju Chhajer, Kinjal Desai, Vivek Sharma
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. . However, there is no assurance that the objective of the scheme will be realized.
The Nippon India Low Duration Fund Retail Inc Dist cum Cap Wdrl (RIDCW-M) fund was launched on Mar 20, 2007. The NAV (Net Asset Value) of this Low Duration Debt fund as of 2021-10-20 is ₹1024.65. The total AUM (Asset Under Management) of the fund as of 21/10/2021 is ₹8298.004. The category risk of the Nippon India Low Duration Fund Retail Inc Dist cum Cap Wdrl (RIDCW-M) fund is Low to Moderate Risk. The fund charges 1.04 % as expense ratio.
The fund’s highest allocation is towards Debt and has invested 60.2% in this asset class. The top three holdings of the fund are , 182 dtb 02122021 , triparty repo , 182 dtb 09122021 , 182 dtb 25112021 , national bank for agriculture and rural development , axis bank limited , embassy office parks reit , bajaj housing finance limited , 8.15% govt stock 2022 , indinfravit trust , 182 dtb 16122021 , indinfravit trust , 182 dtb 18112021 , rural electrification corporation limited , net current assets , nabha power limited , 8.20% govt stock 2022 , embassy office parks reit , india grid trust , power finance corporation limited , tata capital financial services limited , housing development finance corporation limited , muthoot finance limited , 8.57% haryana sdl 2023 , shriram transport finance company limited , piramal capital & housing finance limited , reliance industries limited , l&t infrastructure finance company limited , niif infrastructure finance limited , piramal capital & housing finance limited , bajaj housing finance limited , national bank for agriculture and rural development , shriram transport finance company limited , u.p. power corporation limited , muthoot finance limited , mobil trust series 19 , 8.65% kerela sdl 2023 , 8.64% punjab sdl 2023 , rec limited , housing development finance corporation limited , 9.28% uttar pradesh sdl 2022 , export-import bank of india , manappuram finance limited , muthoot fincorp limited , rural electrification corporation limited , 8.26% up sdl spl 2022 , indinfravit trust , ongc petro additions limited , export-import bank of india , piramal enterprises limited , axis bank limited , 8.63% tamil nadu sdl 2023 , manappuram finance limited , u.p. power corporation limited , 8.60% madhya pradesh sdl 2023 , national bank for agriculture and rural development , mobil trust series - 14 , icici securities limited , lic housing finance limited , india infradebt limited , rural electrification corporation limited , housing development finance corporation limited , power finance corporation limited , tata capital limited , 8.79% govt stock 2021 , rec limited , 8.67% maharashtra sdl 2023 , hdb financial services limited , 8.84% tamilnadu sdl 2022 , tata capital limited , rec limited , mfl securitisation trust lxxii , india infradebt limited , telesonic networks limited , 8.35% od sdl 2023 , axis finance limited , 182 dtb 14102021 , l&t housing finance limited , 8.25% sdl kerela sdl 2023
The minimum SIP (Systematic Investment Plan) amount for this is ₹null 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.
This fund 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 NIFTY Low Duration Debt Index TR INR.
Nippon India Low Duration Fund Retail Inc Dist cum Cap Wdrl (RIDCW-M) has a score of 4 on a scale of 5. The fund has a score of 4 out of 5 based on historical performance. As compared to the other funds in its category, Nippon India Low Duration Fund Retail Inc Dist cum Cap Wdrl (RIDCW-M) has a score of 4out of 5 The credit risk of the fund is 3 out of 5 as compared to other debt funds.
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