Showing Funds Performance since Sep 07, 2020

| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.26 | 0.37 | 1.14 |
| 6M | 2.63 | 2.47 | 4.14 |
| 1Y | 4.83 | 4.85 | 7.51 |
| 3Y | 7.49 | 13.66 | 26.22 |
Nippon India Nifty SDL Plus G-Sec-Jun 2029 Maturity 70:30 Index Fund Growth managed by Nippon India Mutual Fund,is a Debt - Gilt / Govt.scheme with Assets Under Management of ₹312 Crore. The fund benchmarks its performance against the Nifty SDL Plus G-Sec Jun 2029 70:30 Index while maintaining an expense ratio of 0.39. 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 |
|---|---|---|---|
| Nippon India Nifty G-Sec Oct 2028 Maturity Index Fund Growth | 0 | 127 CR | 0.39 |
| Tata Nifty G-Sec Dec 2029 Index Fund Growth | 0 | 134 CR | 0.42 |
| Nippon India Nifty SDL Plus G-Sec-Jun 2029 Maturity 70:30 Index Fund Growth | 0 | 312 CR | 0.39 |
| 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 FundNippon India Nifty G-Sec Oct 2028 Maturity Index Fund Growth | 5.2189 | 23.9179 |
| This FundTata Nifty G-Sec Dec 2029 Index Fund Growth | 4.8398 | 23.9969 |
| This FundNippon India Nifty SDL Plus G-Sec-Jun 2029 Maturity 70:30 Index Fund Growth | 4.8348 | 24.2084 |
| This FundInvesco India Nifty G-sec Sep 2032 Index Fund Growth | 4.8822 | 25.5781 |
| This FundHDFC Nifty G-Sec July 2031 Index Fund Growth | 5.1178 | 25.5917 |