Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹5000
AUM (Fund size)
₹137 Cr
Lock In Period
N/A
Expense Ratio
1.11
Benchmark
CRISIL Medium Duration Debt A-III Index
Exit Load
1%, if redeemed or switched out on or before completion of 12 months from the date of allotment of units.Nil thereafter.
Summary
Latest details for Nippon India Medium Duration Fund Growth include a ₹16.4064 NAV as of Mar 02,2026 and returns since inception of 27.98%. Minimum investments start at SIP ₹100. The Nippon India Medium Duration Fund Growth AUM is ₹137 Cr, with a lock-in of N/A years, expense ratio of 1.11%, and benchmark CRISIL Medium Duration Debt A-III Index. Exit load is - 1%, if redeemed or switched out on or before completion of 12 months from the date of allotment of units.Nil thereafter.. In the growth review for 1M Month/Year, the fund recorded 1.03% returns, against a category average of 0.61% and a category best of 298.31%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 1.03 | 0.61 | 298.31 |
| 6M | 3.32 | 3.22 | 316.78 |
| 1Y | 9.52 | 7.78 | 340.09 |
| 3Y | 8.57 | 18.52 | 39.54 |
Portfolio Analysis
- Equity:
- Debt: 100.00%
- Others
As on: 2026-02-15
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About Fund
Nippon India Medium Duration Fund Growth managed by Nippon India Mutual Fund,is a Medium Duration Fundsscheme with Assets Under Management of ₹137 Crore. The fund benchmarks its performance against the CRISIL Medium Duration Debt A-III Index while maintaining an expense ratio of 1.11. Under the expert guidance of Sushil Budhia ,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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundAxis Strategic Bond Fund Growth | 4 | 2077.88 CR | 1.32 |
| This FundKotak Medium Term Fund - Growth | 3 | 1996.76 CR | 1.63 |
| This FundNippon India Medium Duration Fund Growth | 1 | 137.31 CR | 1.11 |
| This FundAditya Birla Sun Life Medium Term Plan Growth | 5 | 3027.15 CR | 1.56 |
| This FundAditya Birla Sun Life Medium Term Plan - Institutional Plan Growth | 5 | 1626.19 CR | 1.68 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundAxis Strategic Bond Fund Growth | 8.2587 | 26.685 |
| This FundKotak Medium Term Fund - Growth | 8.7721 | 27.3206 |
| This FundNippon India Medium Duration Fund Growth | 9.5206 | 27.9812 |
| This FundAditya Birla Sun Life Medium Term Plan Growth | 10.339 | 33.5457 |
| This FundAditya Birla Sun Life Medium Term Plan - Institutional Plan Growth | 10.5663 | 37.0187 |
FAQs
Nippon India Medium Duration Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Nippon India Medium Duration Fund Growth is 1.11. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Nippon India Medium Duration Fund Growth’s fund performance is as follows:
- 1 Month : 1.03%
- 6 Months : 3.32%
- 1 Year : 9.52%
- 3 Years : 8.57%
You can invest in Nippon India Medium Duration Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Nippon India Medium Duration Fund Growth is ₹137 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Nippon India Medium Duration Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500