How to use scorecard? Learn more
Nippon India Low Duration Fund
Price Chart
How to use scorecard? Learn more
Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.38 | 7.95 | 11.28 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.57 | 7.65 | 10.15 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Bonus | 0 yrs | 0.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Not allowed | Not allowed |
| BenchmarkBenchmark |
|---|
| CRISIL Low Duration Debt Index |
About Low Duration Fund
Low duration funds are debt funds. They invest in short term debt securities for the duration between 6 to 12 months. They have relatively higher interest rate risk and credit risk.
Peers & Comparison
DebtLow Duration Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Nippon India Low Duration Fund | 7.96% | 6.75% | 6.67% |
| JM Low Duration Fund | 7.72% | 6.48% | 2.40% |
Price Comparison
Compare Nippon India Low Duration Fund with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Dec 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Dec 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Dec 2024
Sector Weightage
Current Holdings
Debt
Others
- ConstituentHolding Weight3M Change
- 182 Days Tbill3M change : 3.36 %|
Holdings
3.36 %
3.36 % - Punjab National Bank**3M change : -0.57 %|
Holdings
2.90 %
-0.57 % - 7.58% National Bank For Agriculture and Rural Development3M change : -0.63 %|
Holdings
2.87 %
-0.63 %
AMC Profile
Nippon India Mutual Fund is one of India’s leading mutual funds, with Average Assets Under Management (AAUM) of Rs 2,79,431 Crores. NIMF has been established as a trust under the Indian Trusts Act, 1882 with Nippon Life Insurance Company as its Sponsor and Nippon Life India Trustee Ltd as its Trustee.
No.of Schemes
80
Total AUM
₹ 4,15,067.79 Cr.
Fund Manager Profile
Vivek Sharma
AUM: ₹46,792.37 Cr.
|
Exp: —
Qualification
B.E ( E lex.),PGDBM(Finance)
Past Experience
Mr. Viviek Sharma has a wide knowledge and is responsible for investement trading in Fixed Income
Funds Managed (6)
Manager Performance (0)
Tax Implications
Let’s calculate your returns after tax
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Opinions and Fund Reviews
Hmm, looks like data is unavailable here. Please come back after some time.
Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%