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  • Nippon India Ultra Short Duration Fund Inc Dist cum Cap Wdrl (RIDCW-Q)

Formerly Nippon India U/ST Duration Qt DR

Nippon Mutual Fund

Nippon India Ultra Short Duration Fund Inc Dist cum Cap Wdrl (RIDCW-Q)

DebtUltra Short

1012.9628

NAV (Oct 13)

4%
3 Year CAGR
Scripbox Opinion

Neutral

Click here for top ranked funds in ultra short mutual funds.

However, Scripbox does not recommend investing in ultra short mutual funds.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

10 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

2,872 Cr. Medium 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

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Short Term Money

Short Term Money

Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

  • graph-icon-gray
    Historical growth rate of 6.5% per annum
  • graph-icon-gray
    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only, Car, Down Payment

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Historical NAV

1012.9628

NAV (Oct 13)

Fund Returns

Last 1Y
8.3%
Last 3Y
4%
Last 5Y
3.9%
Last 10Y
5.1%
Since Inception
5.2%
6 Month CAGR
5.7%
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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 and money market instruments.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Moderate Risk

Expense Ratio
1.12
Launched (10y ago)
Feb 24, 2011
AUM in Crores
2871.996
ISIN
INF204K01UI9
Lock-in
No Lock-in
Benchmark
NIFTY Ultra Short Duration Debt TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

Kinjal Desai

Fund Manager

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Vivek Sharma

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

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Short Term Money

Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

  • Inflation beating returns
    Inflation beating returns
  • Expert Investing Only, Car, Down Payment
    Expert Investing Only, Car, Down Payment
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    One click investing tracking
comparison

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record

Kotak Savings Fund (G)

recommended-badge

₹ 12,698 cr

5

recommended-badge

₹ 28,554 cr

5

recommended-badge

₹ 11,007 cr

5

recommended-badge

₹ 21,654 cr

5

recommended-badge

₹ 28,496 cr

5

amc-icon

About the AMC

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.

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  • tel-amc-about
    022-33031000
  • mail-amc-about
    customer_care@reliancemutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    recommended-badge

    5%

    7%

    recommended-badge

    29.1%

    23%

    top-ranked-badge

    4.3%

    6.7%

    top-ranked-badge

    27.6%

    22.7%

    top-ranked-badge

    3.5%

    5.4%

    growth

    Short Term Money

    Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

    • graph-icon-gray
      Historical growth rate of 6.5% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only, Car, Down Payment
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Kotak Savings Fund (Growth)

    Kotak Savings Fund (Growth)

    Debt

    Ultra Short

    ICICI Prudential Savings Fund (Growth)

    ICICI Prudential Savings Fund (Growth)

    Debt

    Low Duration

    Tata Liquid Fund (Growth)

    Tata Liquid Fund (Growth)

    Debt

    Liquid

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    About Nippon India Ultra Short Duration Fund Inc Dist cum Cap Wdrl (RIDCW-Q)

    About Nippon India Ultra Short Duration Fund Inc Dist cum Cap Wdrl (RIDCW-Q)

    Nippon India Ultra Short Duration Fund Inc Dist cum Cap Wdrl (RIDCW-Q) is a Ultra Short Debt fund and has delivered an annualised return of 5.2% over a period of 10 years. The fund was previously known as Nippon India U/ST Duration Qt DR . The fund is managed by Nippon Life India Asset Management Ltd. The fund managers are Kinjal Desai, Vivek Sharma

    Nippon India Ultra Short Duration Fund Inc Dist cum Cap Wdrl (RIDCW-Q) 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 and money market instruments. . However, there is no assurance that the objective of the scheme will be realized.

    Nippon India Ultra Short Duration Fund Inc Dist cum Cap Wdrl (RIDCW-Q) NAV,AUM,Risk

    The Nippon India Ultra Short Duration Fund Inc Dist cum Cap Wdrl (RIDCW-Q) fund was launched on Feb 24, 2011. The NAV (Net Asset Value) of this Ultra Short Debt fund as of 2021-10-13 is ₹1012.96. The total AUM (Asset Under Management) of the fund as of 14/10/2021 is ₹2871.996. The category risk of the Nippon India Ultra Short Duration Fund Inc Dist cum Cap Wdrl (RIDCW-Q) fund is Moderate Risk. The fund charges 1.12 % as expense ratio.

    Nippon India Ultra Short Duration Fund Inc Dist cum Cap Wdrl (RIDCW-Q) Holdings

    The fund’s highest allocation is towards Debt and has invested 52.7% in this asset class. The top three holdings of the fund are , 182 dtb 02122021 , triparty repo , shriram city union finance limited , hdfc bank limited , export-import bank of india , national bank for agriculture and rural development , piramal enterprises limited , bharti airtel limited , idfc first bank limited , reliance industries limited , net current assets , embassy office parks reit , rec limited , telesonic networks limited , godrej industries limited , 8.35% govt stock 2022 , 8.75% kerala sdl 2022 , piramal capital & housing finance limited , manappuram finance limited , shriram transport finance company limited , 8.92% karnataka sdl 2022 , aditya birla housing finance limited , piramal enterprises limited , jm financial products limited , bharti hexacom limited , 182 dtb 25112021 , tata steel limited , 8.76% u.p. sdl 2022 , shriram transport finance company limited , l&t infrastructure finance company limited , indinfravit trust , power finance corporation limited , bajaj housing finance limited , bajaj housing finance limited , 9.24% rajasthan sdl 2022 , mobil trust series 19 , ahmedabad-maliya tollway limited , asirvad micro finance private limited , embassy office parks reit , lic housing finance limited , muthoot finance limited , rec limited , indinfravit trust , axis bank limited , idfc first bank limited , vivriti capital private limited , housing development finance corporation limited , u.p. power corporation limited , housing development finance corporation limited , national bank for agriculture and rural development , union bank of india , 182 dtb 09122021 , manappuram finance limited , u.p. power corporation limited

    Nippon India Ultra Short Duration Fund Inc Dist cum Cap Wdrl (RIDCW-Q) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    Nippon India Ultra Short Duration Fund Inc Dist cum Cap Wdrl (RIDCW-Q) Investment volatility and Horizon

    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 Ultra Short Duration Debt TR INR.

    Nippon India Ultra Short Duration Fund Inc Dist cum Cap Wdrl (RIDCW-Q) Review

    Nippon India Ultra Short Duration Fund Inc Dist cum Cap Wdrl (RIDCW-Q) has a score of 3 on a scale of 5. The fund has a score of 5 out of 5 based on historical performance. As compared to the other funds in its category, Nippon India Ultra Short Duration Fund Inc Dist cum Cap Wdrl (RIDCW-Q) has a score of 3out of 5 The credit risk of the fund is 3 out of 5 as compared to other debt funds.

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