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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.37 | 7.71 | 6.85 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.64 | 7.60 | 5.34 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
CRISIL Short Duration Debt Index |
Short duration funds are debt funds. They invest in short term debt securities for the duration between 1 to 3 years. They generally offer stable returns for moderate risks.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Nippon India Short Term Fund(Q-IDCW) | 0.98% | 0.76% | 0.84% |
ICICI Pru Short Term Fund(M-IDCW Payout) | 0.08% | 0.14% | 0.52% |
Kotak Bond Short Term Fund(IDCW) | 8.65% | 6.67% | 6.76% |
HDFC Short Term Debt Fund(IDCW-Reinv) | 8.58% | 2.60% | 6.43% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Dec 2024
Mar 2024
Jun 2024
Sep 2024
Dec 2024
Mar 2024
Jun 2024
Sep 2024
Dec 2024
Debt
Others
Holdings
9.13 %
Holdings
7.49 %
Holdings
6.24 %
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
₹ 4,24,044.85 Cr.
Sushil Budhia
AUM: ₹27,968.65 Cr.
|
Exp: —
Vivek Sharma
AUM: ₹47,534.94 Cr.
|
Exp: —
Kinjal Desai
AUM: ₹1,38,336.03 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%