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Nippon India Mutual Fund

Nippon India Dynamic Bond Fund-Growth Plan-Growth 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: 81/100 · Excellent

How this score is calculated

  • Star rating (35%)4/5
  • 3Y CAGR (30%)7.11%
  • 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

₹42.23

+3.06 (+7.81%)

AUM: ₹3,875 Cr

NAV updated about 1 hour ago

Plan

Direct

Option

Growth

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

-0.48

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

-0.6%

3m

+0.22%

6m

+2.46%

1y

+4.56%

3y

+7.11%

5y

+6.1%

10y

+6.53%

since inception

+6.58%

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 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 81/100.

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 -0.48 — 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 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-Growth Plan-Growth Option

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

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