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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.38 | 7.62 | 1.41 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.65 | 7.57 | 5.34 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
CRISIL Short Duration Debt Index |
Short duration funds are debt funds. They invest in short term debt securities for the duration between 1 to 3 years. They generally offer stable returns for moderate risks.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Nippon India Short Term Fund(Q-IDCW) | -0.46% | 0.35% | 0.79% |
ICICI Pru Short Term Fund(M-IDCW Payout) | -0.20% | 0.07% | 0.52% |
Kotak Bond Short Term Fund(IDCW) | 8.56% | 4.84% | 6.74% |
HDFC Short Term Debt Fund(IDCW-Reinv) | 0.88% | 2.38% | 6.42% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Debt
Others
Holdings
8.95 %
Holdings
8.01 %
Holdings
6.45 %
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
₹ 4,24,355.23 Cr.
Sushil Budhia
AUM: ₹27,986.16 Cr.
|
Exp: —
Vivek Sharma
AUM: ₹47,425.77 Cr.
|
Exp: —
Kinjal Desai
AUM: ₹1,37,475.35 Cr.
|
Exp: —
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
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%