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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.30 | 7.04 | 2.83 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.61 | 7.11 | 3.27 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
CRISIL Long Duration Debt Index |
Long duration funds are debt funds They lend to companies for 5 or more years. They generally provide good dividends to investors. These funds are very volatile and come with high risks.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Nippon India Nivesh Lakshya Fund | 12.66% | 6.99% | 9.13% |
HDFC Long Duration Debt Fund | 13.41% | — | 9.85% |
SBI Long Duration Fund | 13.17% | — | 10.05% |
ICICI Pru Long Term Bond Fund | 11.70% | 6.26% | 8.24% |
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
16.75 %
Holdings
13.63 %
Holdings
12.61 %
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
80
Total AUM
₹ 4,23,736.09 Cr.
Pranay Sinha
AUM: ₹24,711.28 Cr.
|
Exp: 10yrs
Kinjal Desai
AUM: ₹1,37,375.01 Cr.
|
Exp: —
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%