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 - IDCW Option

★★★★★ 3rd-party

External rating

  • Source: Third-party data provider (Groww/CRISIL)
  • Original rating: 4/5, displayed as-is — TopFund does not modify third-party ratings
  • Refresh frequency: Whenever TopFund re-syncs this fund's data
  • Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria

Full rating methodology →

TopFund Score: 74/100 · Good

How this score is calculated

  • Star rating (35%)4/5
  • 3Y CAGR (30%)7.26%
  • Expense ratio (20%)0.35%
  • AUM (15%)₹3,875 Cr

Not investment advice — an analytical read of public fund data. Methodology →

Nippon India Mutual Fund · Debt · Dynamic Bond

₹42.38

+11.76 (+38.41%)

AUM: ₹3,875 Cr

NAV updated 10 days ago

Plan

Direct

Option

Idcw

Risk

Moderate to High

Expense Ratio

0.35%

Exit Load

Nil

Fund Manager

Prashant R.Pimple

Inception

Jan 2013

Benchmark

NIFTY Composite Debt Index A-III

Sharpe Ratio

-0.57

Std Dev (1Y)

2.06%

Historical Returns (CAGR)

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

1m

-0.67%

3m

+0.73%

6m

+1.9%

1y

+5.68%

3y

+7.26%

5y

+6.17%

10y

+6.69%

since inception

+5.54%

TopFund's Take on NIPPON INDIA DYNAMIC BOND FUND - Direct Plan - IDCW Option

NIPPON INDIA DYNAMIC BOND FUND - Direct Plan - IDCW 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 74/100.

Cost: At 0.35%, the expense ratio is meaningfully cheaper — about 34% below the Dynamic Bond category average of 0.53% (based on 70 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 -0.57 — 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 2.06% is on the lower side for a Dynamic Bond fund, 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.

Sector Allocation

Industrials 14.55%
Entities 4.25%
Financial 0.37%

Asset Allocation

State Development Loan 91.12%
GOI Securities 4.25%
Net Current Assets 2.91%
Repo 1.36%
Alternative Investment Fund 0.36%

Frequently Asked Questions about NIPPON INDIA DYNAMIC BOND FUND - Direct Plan - IDCW Option

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

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