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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 Gilt Fund - Direct Plan - P F Option - Defined Maturity Date Option

★★★★★ monitor_heart Health Score: 65/100 · Good

Nippon India Mutual Fund · Debt · Gilt

₹44.44

+0.05 (+0.1%) trending_up

AUM: ₹1,592 Cr

NAV updated 6 days ago

Plan

Direct

Option

Growth

Risk

Moderate to High

Expense Ratio

0.5%

Exit Load

Nil

Fund Manager

Prashant R.Pimple

Inception

Jul 2013

Benchmark

NIFTY All Duration G-Sec Index

Sharpe Ratio

-0.77

Std Dev (1Y)

3.82%

Historical Returns (CAGR)

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

1m

+1.64%

3m

+2.78%

6m

+3.95%

1y

+3.19%

3y

+6.7%

5y

+6.07%

10y

+7.9%

since inception

+8.85%

rate_review TopFund's Take on Nippon India Gilt Fund - Direct Plan - P F Option - Defined Maturity Date Option

Nippon India Gilt Fund - Direct Plan - P F Option - Defined Maturity Date Option holds up reasonably well within the Gilt 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 65/100.

Cost: At 0.5%, the expense ratio is roughly in line with the Gilt category average of 0.5% — cost isn't a standout factor either way for this fund.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.77 — 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 3.82% is on the lower side, suggesting a comparatively smoother ride.

Who should invest: This fund is best suited to conservative investors prioritising capital stability and predictable income over high growth.

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

Entities 87.68%
Unspecified 10.74%
Financial 1.58%

pie_chart Asset Allocation

GOI Securities 87.68%
State Development Loan 9.62%
Net Current Assets 1.65%
Repo 0.95%
Margin Money 0.10%

Frequently Asked Questions about Nippon India Gilt Fund - Direct Plan - P F Option - Defined Maturity Date Option

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

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