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  • Nippon India Strategic Debt Fund (Growth)

Formerly Reliance Strategic Debt Gr

Nippon Mutual Fund

Nippon India Strategic Debt Fund (Growth)

DebtMedium Term

12.7396

NAV (Dec 02)

-2.8%
3 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in medium term mutual funds.

Medium term funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.

Medium Duration Funds invest in debt and money market instruments such that the duration of the portfolio is between 3 to 4 years.This exposes them to higher variation when interest rates change.

This is a small category (less than 2% of the total debt fund assets).We assess the credit quality of funds in this category as relatively poor.We do not recommend funds in this category because of the higher credit risk and higher interest rate risk.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

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

Rolling Returns

Poor

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

Scripbox Recommended Debt Funds

Want the Debt funds that are right for your short term investment needs?

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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

12.7396

NAV (Dec 2)

Fund Returns

Last 1Y

2.1%

Last 3Y

-2.8%

Last 5Y

-1.6%

Last 10Y

NA

Since Inception

2.9%

6 Month CAGR

2.4%

Scheme Information

Investment Objective

To generate income through investments in a range of debt and money market instruments of various maturities with a view to maximizing income while maintaining the optimum balance of yield,safety and liquidity.

Expense Ratio

1.95

Launched (8y ago)

Jun 26, 2014

AUM in Crores

180.796

ISIN

INF204KA1PZ1

Lock-in

No Lock-in

Benchmark

CRISIL Medium Duration Fund TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

17

Standard Deviation (5yr)

13.4

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0

Sharpe Ratio (5yr)

0

YTM

6.24

Fund Managers

Sushil Budhia

Fund Manager

Kinjal Desai

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-12-02

Top Debt Holdings

net current assets

38.1%
38.1%

triparty repo

11.6%
11.6%

piramal capital & housing finance limited

5.9%
5.9%

l&t metro rail (hyderabad) limited

5.8%
5.8%

07.89 gj sdl 2025

5.6%
5.6%
See all holdings

Compare Nippon India Strategic Debt Fund (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 46,469 cr

₹ 14,221 cr

₹ 18,664 cr

₹ 13,008 cr

₹ 46,469 cr

About the AMC

Nippon Life India Asset Management Ltd

Nippon Life India Asset Management Ltd manages assets worth 249,383 crores and was set up on 24 February 1995. It's current offering of mutual fund schemes includes 99 equity,374 debt and 32 hybrid funds.

amc-img

  • 022-33031000
  • customer_care@reliancemutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    21.1%

    15.9%

    4%

    6.8%

    3.9%

    6.6%

    20.7%

    17.9%

    3.9%

    5.5%

    Nippon India Strategic Debt Fund (G) Review

    Nippon India Strategic Debt Fund (G) is a Medium Term Debt fund and has delivered an annualised return of 2.9% over a period of 8 years. The fund was previously known as Reliance Strategic Debt Gr. The fund is managed by Nippon Life India Asset Management Ltd. The fund managers are Kinjal Desai, Sushil Budhia.

    Nav of Nippon India Strategic Debt Fund (G) as of 12/2/2022 is ₹12.74 with the total AUM as of 12/3/2022 is ₹180.796. With Scripbox you can compare and check the latest nav for all mutual funds in India. Nippon India Strategic Debt Fund (G) was launched on Jun 26, 2014. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Nippon India Strategic Debt Fund (G) is ₹1000 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 Strategic Debt Fund (G) 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 Medium Duration Fund TR INR.

    Nippon India Strategic Debt Fund (G) is rated as a 1 fund in Debt and delivered 2.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Nippon India Strategic Debt Fund (G).

    Frequently Asked Questions

    What is Nippon India Strategic Debt Fund (G)?

    Nippon India Strategic Debt Fund (G) is a Medium Term Debt scheme predominantly investing across Debt stocks with an investment objective to generate wealth over the long term.

    How to invest in Nippon India Strategic Debt Fund (G)?

    You can invest in Nippon India Strategic Debt Fund (G) 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 Strategic Debt Fund (G)?

    The minimum sip amount for Nippon India Strategic Debt Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Nippon India Strategic Debt Fund (G) good to invest in?

    As per Scripbox experts, Nippon India Strategic Debt Fund (G) is a Not Recommended fund. You can investNippon India Strategic Debt Fund (G) 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 Strategic Debt Fund (G)?

    The expense ratio of the Nippon India Strategic Debt Fund (G) is 1.95% for regular plan.