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Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.

Nippon India Mutual Fund

Nippon India Dynamic Bond Fund - Direct Plan Growth Plan - Growth Option

★★★★ monitor_heart Health Score: 75/100 · Good

Nippon India Mutual Fund · Debt · Dynamic Bond

₹42.36

+0.02 (+0.04%) trending_up

AUM: ₹3,925 Cr

NAV updated 5 days ago

Plan

Direct

Option

Growth

Risk

Moderate to High

Expense Ratio

0.35%

Exit Load

Nil

Fund Manager

Prashant R.Pimple

Inception

Dec 2012

Benchmark

NIFTY Composite Debt Index A-III

Sharpe Ratio

-0.71

Std Dev (1Y)

2.16%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

+0.68%

3m

+2.49%

6m

+3.63%

1y

+4.71%

3y

+7.55%

5y

+6.61%

10y

+7.04%

since inception

+7.76%

rate_review TopFund's Take on Nippon India Dynamic Bond Fund - Direct Plan Growth Plan - Growth Option

Nippon India Dynamic Bond Fund - Direct Plan Growth Plan - Growth Option holds up reasonably well within the Dynamic Bond category, backed by a 4-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 75/100.

Cost: At 0.35%, the expense ratio is meaningfully cheaper — about 39% below the Dynamic Bond category average of 0.57% (based on 176 comparable funds). Lower costs compound in your favour over long holding periods.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.71 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 2.16% is on the lower side, suggesting a comparatively smoother ride.

Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Debt fund.

This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.

donut_small Sector Allocation

Unspecified 80.42%
Industrials 14.33%
Entities 4.88%
Financial 0.37%

pie_chart Asset Allocation

State Development Loan 92.23%
GOI Securities 4.88%
Net Current Assets 1.62%
Repo 0.88%
Alternative Investment Fund 0.35%
Margin Money 0.04%

Frequently Asked Questions about Nippon India Dynamic Bond Fund - Direct Plan Growth Plan - Growth Option

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

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