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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.30 | 7.04 | 2.67 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.61 | 7.10 | 2.44 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
— |
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(IDCW) | 12.78% | 7.00% | 9.15% |
HDFC Long Duration Debt Fund(IDCW Reinvest) | 3.54% | — | 2.72% |
SBI Long Duration Fund(IDCW Payout) | 13.32% | — | 10.13% |
ICICI Pru Long Term Bond Fund(Q-IDCW Payout) | 2.56% | 0.83% | -0.16% |
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
₹ 4,23,904.32 Cr.
Pranay Sinha
AUM: ₹24,648.63 Cr.
|
Exp: 10yrs
Kinjal Desai
AUM: ₹1,37,485.65 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%