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Low Duration

Nippon India Low Duration Fund · Regular · Growth

Nippon India Mutual Fund

#11 of 29 (1Y)

NAV

₹3957.0002

as of 17 Jun 2026

Expense Ratio

0.99%

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+5.74%
3Y
+6.87%
5Y
+6.01%
Since Inception
+7.41%

SIP returns (XIRR)

1Y
+5.75%
3Y
+6.70%
5Y
+6.54%
Since Inception
+6.96%

Returns calculated from 23 October 2018 onwards due to a structural change in the scheme on that date. Earlier NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹1,15,500

Invested

₹2,36,044

Value today

7.0%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

5,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹5,000

Invested

₹19,752

Value today

7.4%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

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₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹11,55,000

Withdrawn

₹15,89,957

Corpus left

+₹17,44,957 net gain — withdrew ₹11,55,000 AND corpus grew

Plan your SWP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹1,36,328

Value today

1.4×

Multiple

Staying invested through that crash turned ₹1L into ₹1,36,328 — a 1.4× return

Read: Staying invested through crashes

Risk Metrics

Trailing 1 year, annualised

0.81

Sharpe Ratio

Alpha

Beta

0.97

Sortino

0.55%

Std Dev

-0.23%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseNippon India Mutual Fund
CategoryLow Duration
Launch Date20 Mar 2007
AMFI Code111753
Transaction facts
Min. Lumpsum₹500
Min. SIP₹100

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 31 Mar 2026
Holding% NAV

Investment Objective

Nippon India Low Duration Fund · Regular · Growth by Nippon India Mutual Fund is a Low Duration fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Low Duration category.

About This Fund

Nippon India Low Duration Fund · Regular · Growth is a Low Duration mutual fund offered by Nippon India Mutual Fund. The fund has been operational for over 19 years. The current expense ratio is 0.99%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations