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 ETF Nifty SDL Apr 2026 Top 20 Equal Weight

★★★★★ 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: 67/100 · Good

How this score is calculated

  • Star rating (35%)3/5
  • 3Y CAGR (30%)7.42%
  • Expense ratio (20%)0.15%
  • AUM (15%)₹2,906 Cr

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

Nippon India Mutual Fund · Debt · Target Maturity

₹13.14

-124.69 (-90.46%)

AUM: ₹2,905 Cr

NAV updated 28 days ago

Plan

Direct

Option

Growth

Risk

Moderate

Expense Ratio

0.15%

Exit Load

Nil

Fund Manager

Siddharth Deb

Inception

Mar 2022

Benchmark

Nifty AAA CPSE Bond Plus SDL Apr 2027 60:40 Index

Sharpe Ratio

-2.85

Std Dev (1Y)

0.22%

Historical Returns (CAGR)

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

1m

+0.52%

3m

+1.99%

6m

+3.22%

1y

+6.27%

3y

+7.42%

5y

+6.17%

10y

—

since inception

+6.28%

TopFund's Take on Nippon India ETF Nifty SDL Apr 2026 Top 20 Equal Weight

Nippon India ETF Nifty SDL Apr 2026 Top 20 Equal Weight holds up reasonably well within the Target Maturity category, currently carrying a 3-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 67/100.

Cost: At 0.15%, the expense ratio is meaningfully cheaper — about 21% below the Target Maturity category average of 0.19% (based on 409 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 -2.85 — 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 0.22% is on the lower side for a Target Maturity 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

Asset Allocation

State Development Loan 38.46%
Bonds 23.46%
Debenture 21.21%
Non Convertible Debenture 7.26%
Net Current Assets 3.51%
Bonds/Debentures 2.93%
Bonds/NCDs 2.21%
Repo 0.78%
Floating Rate Bond 0.17%
Margin Money 0.01%

Frequently Asked Questions about Nippon India ETF Nifty SDL Apr 2026 Top 20 Equal Weight

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

Discussion

User-generated content — not investment advice, and not verified or endorsed by TopFund.

No comments yet — start the discussion.