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NIPPON INDIA SHORT DURATION FUND - Direct Plan - MONTHLY IDCW 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
TopFund Score: 75/100 · Good
How this score is calculated
- Star rating (35%)4/5
- 3Y CAGR (30%)7.61%
- Expense ratio (20%)0.4%
- AUM (15%)₹6,557 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Nippon India Mutual Fund · Debt · Short Duration
₹61.56
AUM: ₹6,556 Cr
NAV updated 3 days ago
Plan
Direct
Option
Idcw
Risk
Moderate
Expense Ratio
0.4%
Exit Load
Nil
Fund Manager
Prashant R.Pimple
Inception
Jan 2013
Benchmark
CRISIL Short Duration Debt A-II Index
Sharpe Ratio
-2.49
Std Dev (1Y)
2.44%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.2%
3m
+1.02%
6m
+3.17%
1y
+5.59%
3y
+7.61%
5y
+6.66%
10y
+7.3%
since inception
+0.59%
TopFund's Take on NIPPON INDIA SHORT DURATION FUND - Direct Plan - MONTHLY IDCW Option
NIPPON INDIA SHORT DURATION FUND - Direct Plan - MONTHLY IDCW Option holds up reasonably well within the Short Duration 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 75/100.
Cost: At 0.4%, the expense ratio is roughly in line with the Short Duration category average of 0.4% — 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 -2.49 — 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 2.44% is on the lower side for a Short Duration 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
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about NIPPON INDIA SHORT DURATION FUND - Direct Plan - MONTHLY IDCW Option
The current NAV (Net Asset Value) of NIPPON INDIA SHORT DURATION FUND - Direct Plan - MONTHLY IDCW Option is ₹61.56. NAV is updated every business day after market close by AMFI.
1Y: 5.59% · 3Y CAGR: 7.61% · 5Y CAGR: 6.66%
The expense ratio of NIPPON INDIA SHORT DURATION FUND - Direct Plan - MONTHLY IDCW Option is 0.4% per annum. This is the annual fee charged by the fund to manage your investment.
NIPPON INDIA SHORT DURATION FUND - Direct Plan - MONTHLY IDCW Option is managed by Prashant R.Pimple at Nippon India Mutual Fund.
NIPPON INDIA SHORT DURATION FUND - Direct Plan - MONTHLY IDCW Option is classified as a Moderate risk fund. It is suitable for investors with a moderate risk appetite.
NIPPON INDIA SHORT DURATION FUND - Direct Plan - MONTHLY IDCW Option is a Short Duration fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in NIPPON INDIA SHORT DURATION FUND - Direct Plan - MONTHLY IDCW 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 SHORT DURATION FUND - Direct Plan - MONTHLY IDCW Option is ₹6,557 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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