Other Funds in the same category are generating better returns
Less expense ratio implies better returns over the long term
Fund has not been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.38 | 7.84 | 11.28 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.55 | 7.65 | 10.39 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
CRISIL Low Duration Debt Index |
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(W-IDCW) | 0.27% | 0.11% | 0.09% |
ICICI Pru Savings Fund(M-IDCW Payout) | 0.04% | 0.05% | 0.10% |
HDFC Low Duration Fund(M-IDCW Reinv) | 0.07% | 0.06% | 0.09% |
SBI Magnum Low Duration Fund(W-IDCW Payout) | 7.95% | 6.44% | 2.36% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Debt
Others
Holdings
3.50 %
Holdings
3.47 %
Holdings
2.46 %
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
₹ 4,08,990.13 Cr.
Vivek Sharma
AUM: ₹41,598.34 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)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Returns
Other Funds in the same category are generating better returns