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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.38 | 7.59 | 11.57 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.56 | 7.56 | 10.49 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 500 |
BenchmarkBenchmark |
---|
— |
Low duration funds are debt funds. They invest in short term debt securities for the duration between 6 to 12 months. They have relatively higher interest rate risk and credit risk.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Nippon India Low Duration Fund(IDCW) | 8.09% | 5.59% | 6.48% |
ICICI Pru Savings Fund(M-IDCW Payout) | 0.05% | 0.04% | 0.11% |
HDFC Low Duration Fund(M-IDCW Reinv) | 0.09% | 0.05% | 0.09% |
Kotak Low Duration Fund(IDCW Payout) | 8.25% | 6.69% | 3.22% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Debt
Others
Holdings
2.72 %
Holdings
2.72 %
Holdings
2.18 %
Nippon India Mutual Fund is one of India’s leading mutual funds, with Average Assets Under Management (AAUM) of Rs 2,79,431 Crores. NIMF has been established as a trust under the Indian Trusts Act, 1882 with Nippon Life Insurance Company as its Sponsor and Nippon Life India Trustee Ltd as its Trustee.
No.of Schemes
78
Total AUM
₹ 4,23,979.80 Cr.
Vivek Sharma
AUM: ₹47,430.14 Cr.
|
Exp: —
B.E ( E lex.),PGDBM(Finance)
Mr. Viviek Sharma has a wide knowledge and is responsible for investement trading in Fixed Income
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%