Showing Funds Performance since Sep 07, 2020

| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.55 | 0.29 | 1.45 |
| 6M | 3.66 | 2.50 | 4.09 |
| 1Y | 6.32 | 5.22 | 7.51 |
| 3Y | 0.00 | 12.38 | 26.20 |
Nippon India CRISIL -IBX AAA Financial Services -Dec 2026 Index Fund Growth managed by Nippon India Mutual Fund,is a Debt - Gilt / Govt.scheme with Assets Under Management of ₹116 Crore. The fund benchmarks its performance against the CRISIL IBX AAA Financial Services Index - Dec 2026 while maintaining an expense ratio of 0.36. Under the expert guidance of Vivek Sharma ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Mr. Vivek Sharma is a B.E (Electronics) and PGDM (Finance). Vivek Sharma, Fund Manager Fixed Income has total 9 years experience with Nippon India Mutual Fund Assisting in actively managing the duration and asset-allocation of various debt portfolios such as Income Fund, Gilt Fund, Dynamic Bond Fund, Ultra Short Term Fund, FMPs, Credit Fund, Liquid Fund & Liquid Plus Funds. Vivek Sharma joined NAM India in 2006 as Management Trainee & has been working with Fixed Income Team since 2007.
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Zerodha Nifty 8-13 Yr G-Sec ETF Growth | 0 | 116 CR | |
| Nippon India CRISIL -IBX AAA Financial Services -Jan 2028 Index Fund Growth | 0 | 81 CR | 0.36 |
| Nippon India CRISIL -IBX AAA Financial Services -Dec 2026 Index Fund Growth | 0 | 116 CR | 0.36 |
| Invesco India Nifty G-sec Sep 2032 Index Fund Growth | 0 | 49 CR | 0.28 |
| HDFC Nifty G-Sec July 2031 Index Fund Growth | 0 | 635 CR | 0.33 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundZerodha Nifty 8-13 Yr G-Sec ETF Growth | 0 | 0 |
| This FundNippon India CRISIL -IBX AAA Financial Services -Jan 2028 Index Fund Growth | 5.7527 | 0 |
| This FundNippon India CRISIL -IBX AAA Financial Services -Dec 2026 Index Fund Growth | 6.3205 | 0 |
| This FundInvesco India Nifty G-sec Sep 2032 Index Fund Growth | 4.7229 | 25.4988 |
| This FundHDFC Nifty G-Sec July 2031 Index Fund Growth | 5.1364 | 25.6065 |