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Nippon India Low Duration Fund - Direct Plan 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
TopFund Score: 82/100 · Excellent
How this score is calculated
- Star rating (35%)5/5
- 3Y CAGR (30%)7.53%
- Expense ratio (20%)0.39%
- AUM (15%)₹7,804 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Nippon India Mutual Fund · Income/Debt Oriented · Ultra Short to Short Term Fund
₹4,293.09
AUM: ₹7,803 Cr
NAV updated 18 days ago
Plan
Direct
Option
Growth
Risk
Low to Moderate
Expense Ratio
0.39%
Exit Load
Nil
Fund Manager
Amit Tripathi, Anju Chajjer
Inception
Jan 2013
Benchmark
CRISIL Low Duration Debt A-I Index
Sharpe Ratio
0.65
Std Dev (1Y)
0.61%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.62%
3m
+1.91%
6m
+3.54%
1y
+6.66%
3y
+7.53%
5y
+6.76%
10y
+6.99%
since inception
+7.62%
TopFund's Take on Nippon India Low Duration Fund - Direct Plan Growth Plan - Growth Option
Nippon India Low Duration Fund - Direct Plan Growth Plan - Growth Option ranks among the stronger performers in the Ultra Short to Short 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 82/100.
Cost: At 0.39%, the expense ratio is roughly in line with the Ultra Short to Short Term Fund category average of 0.38% — cost isn't a standout factor either way for this fund.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a moderate Sharpe ratio of 0.65 — decent risk-adjusted performance, without being exceptional. Separately, annualised volatility of 0.61% is on the lower side for a Ultra Short to Short 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
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Nippon India Low Duration Fund - Direct Plan Growth Plan - Growth Option
The current NAV (Net Asset Value) of Nippon India Low Duration Fund - Direct Plan Growth Plan - Growth Option is ₹4293.09. NAV is updated every business day after market close by AMFI.
1Y: 6.66% · 3Y CAGR: 7.53% · 5Y CAGR: 6.76%
The expense ratio of Nippon India Low Duration Fund - Direct Plan Growth Plan - Growth Option is 0.39% per annum. This is the annual fee charged by the fund to manage your investment.
Nippon India Low Duration Fund - Direct Plan Growth Plan - Growth Option is managed by Amit Tripathi, Anju Chajjer at Nippon India Mutual Fund.
Nippon India Low Duration Fund - Direct Plan Growth Plan - Growth Option is classified as a Low to Moderate risk fund. It is suitable for investors with a moderate risk appetite.
Nippon India Low Duration Fund - Direct Plan Growth Plan - Growth Option is a Ultra Short to Short Term Fund fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Nippon India Low Duration Fund - Direct Plan Growth Plan - Growth Option with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Nippon India Low Duration Fund - Direct Plan Growth Plan - Growth Option is ₹7,804 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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