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Nippon India Mutual Fund

Nippon India Dynamic Bond Fund-Growth Plan-Growth Option

★★★★★ TopFund est.

TopFund Score (fallback rating)

  • Calculated by: TopFund — used only when no third-party rating exists for this fund
  • Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
  • Refresh frequency: Whenever TopFund re-syncs this fund's data
  • Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis

Full rating methodology →

TopFund Score: 81/100 · Excellent

How this score is calculated

  • Star rating (35%)5/5
  • 3Y CAGR (30%)7.07%
  • Expense ratio (20%)0.35%
  • AUM (15%)₹3,925 Cr

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

Nippon India Mutual Fund · Income/Debt Oriented · Dynamic Term Fund

₹39.42

+0.0 (+0.0%)

AUM: ₹3,925 Cr

NAV updated 28 days ago

Plan

Direct

Option

Growth

Risk

Moderate

Expense Ratio

0.35%

Exit Load

Nil

Fund Manager

Prashant R.Pimple

Inception

Jan 2013

Benchmark

NIFTY Composite Debt Index A-III

Sharpe Ratio

-0.48

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

+0.14%

3m

+2.77%

6m

+2.0%

1y

+5.19%

3y

+7.07%

5y

+6.07%

10y

+6.27%

since inception

+6.64%

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

Nippon India Dynamic Bond Fund-Growth Plan-Growth Option ranks among the stronger performers in the Dynamic Term Fund category, backed by a 5-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 81/100.

Cost: At 0.35%, the expense ratio is meaningfully cheaper — about 40% below the Dynamic Term Fund category average of 0.58% (based on 49 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 -0.48 — 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 Term Fund fund, suggesting a comparatively smoother ride.

Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Income/Debt Oriented 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 14.33%
Entities 4.88%
Financial 0.37%

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-Growth Plan-Growth Option

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

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