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Nippon India Medium Duration Fund - Segregated Portfolio 2 Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Nippon India Medium Duration Fund - Segregated Portfolio 2 Growth Fund Overview

Min. investment

SIP ₹ & Lump. ₹5000

AUM (Fund size)

₹151 Cr

Lock In Period

N/A

Expense Ratio

1.05

Exit Load

1%, if redeemed or switched out on or before completion of 12 months from the date of allotment of units.Nil thereafter.

Benchmark

CRISIL Medium Duration Debt A-III Index

Nippon India Medium Duration Fund - Segregated Portfolio 2 Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.002.77298.36
6M0.006.55316.78
1Y0.008.50340.09
3Y0.0020.01135.01

Portfolio Analysis

  • Equity:
  • Debt: 99.67%
  • Others
As on: 2026-06-30
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About Fund Nippon India Medium Duration Fund - Segregated Portfolio 2 Growth

Nippon India Medium Duration Fund - Segregated Portfolio 2 Growth managed by Nippon India Mutual Fund,is a Debt - Incomescheme with Assets Under Management of ₹151 Crore. The fund benchmarks its performance against the CRISIL Medium Duration Debt A-III Index while maintaining an expense ratio of 1.05. 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.

Fund Managers

Sushil Budhia

Sushil Budhia has total experience of 18 years in Fixed Income Markets across various products like Structured Finance, Credits and Mortgages etc. He is a Chartered Accountant and joined Nippon India Mutual Fund as Debt Fund Manager. Before his association with Nippon India Mutual Fund, Sushil worked at YES Bank as Senior President, in his 13 year tenor with Bank, he played a pivotal role in setting up the Debt Capital Market business and consummated many marquee deals in the Market. Prior to that he has worked as Bond dealer at Axis Bank and UTI Mutual Fund.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Kotak CRISIL- IBX AAA Financial Services Index - Sep 2027 Fund Growth0465 CR0.4
Nippon India Medium Duration Fund - Segregated Portfolio 2 Growth0150 CR1.05
Fund Name1Y3Y
This FundKotak CRISIL- IBX AAA Financial Services Index - Sep 2027 Fund Growth5.8410
This FundNippon India Medium Duration Fund - Segregated Portfolio 2 Growth

Nippon India Medium Duration Fund - Segregated Portfolio 2 Growth FAQs

Nippon India Medium Duration Fund - Segregated Portfolio 2 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 - Segregated Portfolio 2 Growth is 1.05. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Nippon India Medium Duration Fund - Segregated Portfolio 2 Growth’s fund performance is as follows:
  • 1 Month : %
  • 6 Months : %
  • 1 Year : %
  • 3 Years : %
Returns of Nippon India Medium Duration Fund - Segregated Portfolio 2 Growth are updated daily based on NAV of ₹ as on undefined NaN,NaN. Since inception, the return has been 0.00%.

You can invest in Nippon India Medium Duration Fund - Segregated Portfolio 2 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 - Segregated Portfolio 2 Growth is ₹151 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Nippon India Medium Duration Fund - Segregated Portfolio 2 Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.