Showing Funds Performance since Sep 07, 2020

| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.63 | 1.59 | 1.91 |
| 6M | 2.83 | 3.26 | 4.16 |
| 1Y | 5.11 | 6.55 | 7.51 |
| 3Y | 7.31 | 17.91 | 25.59 |
Nippon India Nifty SDL Plus G-Sec - Jun 2028 Maturity 70 30 Index Fund Growth managed by Nippon India Mutual Fund,is a Debt - Gilt / Govt.scheme with Assets Under Management of ₹332 Crore. The fund benchmarks its performance against the Nifty SDL Plus G-Sec Jun 2028 30:70 while maintaining an expense ratio of 0.4. 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 |
|---|---|---|---|
| Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Growth | 0 | 6,653 CR | 0.35 |
| Axis CRISIL IBX 50 50 Gilt Plus SDL June 2028 Index Fund Growth | 0 | 334 CR | 0.39 |
| Nippon India Nifty SDL Plus G-Sec - Jun 2028 Maturity 70 30 Index Fund Growth | 0 | 331 CR | 0.4 |
| 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 | 633 CR | 0.33 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundKotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Growth | 5.7735 | 23.4685 |
| This FundAxis CRISIL IBX 50 50 Gilt Plus SDL June 2028 Index Fund Growth | 5.0833 | 23.5481 |
| This FundNippon India Nifty SDL Plus G-Sec - Jun 2028 Maturity 70 30 Index Fund Growth | 5.1124 | 23.5682 |
| This FundInvesco India Nifty G-sec Sep 2032 Index Fund Growth | 4.7493 | 24.9426 |
| This FundHDFC Nifty G-Sec July 2031 Index Fund Growth | 4.9463 | 25.0031 |