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Medium Durationregulargrowth📊 CRISIL MEDIUM DURATION DEBT A-III INDEX

Nippon India Medium Duration Fund - Growth Option

Nippon India Mutual Fund

#3 of 14 (1Y)

₹16.4640

0.01 (+0.08%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹16.4640

0.01 (+0.08%)

29 May 2026

AMFI: 130037

Direct · Growth

₹₹17.9155

0.01 (+0.08%)

29 May 2026

AMFI: 130050

Regular · IDCW

₹₹10.9140

0.01 (+0.08%)

29 May 2026

AMFI: 130056

Direct · IDCW

₹₹11.0145

0.01 (+0.08%)

29 May 2026

AMFI: 130055

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-0.17%
1 Month-0.37%
3 Months+0.30%
6 Months+1.43%
1 Year+5.97%
3 Years (CAGR)+7.32%
5 Years (CAGR)+8.71%
10 Years (CAGR)+3.17%
Since Inception (Jun 2014)+4.23%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+4.62%
3 Year SIP+7.35%
5 Year SIP+7.25%
Since Inception (Jun 2014)+4.07%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹71,500

Invested

₹91,901

Value today

4.1%

XIRR (p.a.)

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

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹1,643

Value today

4.3%

CAGR (p.a.)

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

Try Lumpsum Calculator

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

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹7,15,000

Withdrawn

₹7,24,353

Corpus left

+₹4,39,353 net gain — withdrew ₹7,15,000 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

₹1,60,030

Value today

1.6×

Multiple

Staying invested through that crash turned ₹1L into ₹1,60,030 — a 1.6× return

Read: Staying invested through crashes

Direct vs Regular — ₹500/month over 10 years

Expense ratio drag on your actual returns

Direct plan

₹83,308

Regular plan

₹75,376

Direct earns ₹7,932 more on a ₹60K investment1.32% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseNippon India Mutual Fund
CategoryMedium Duration
Plan Typeregular
Optiongrowth
AUM₹139 Cr
Expense Ratio1.05%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkCRISIL MEDIUM DURATION DEBT A-III INDEX
Launch Date30 Jun 2014
AMFI Code130037

Risk Metrics

Trailing 1 year, annualised

0.64

Sharpe Ratio

Alpha

Beta

1.19

Sortino

2.26%

Std Dev

-0.77%

Max Drawdown

Portfolio Holdings

Top 50 holdings · as of Mar 2026

Debt48 holdings · 166.4%
Security% NAV

7.17% State Government Securities

IN2120240212

6.91%

6.79% Government of India

IN0020240126

6.85%

7.17% State Government Securities

IN2120240212

6.83%

6.79% Government of India

IN0020240126

6.78%

6.68% Government of India

IN0020250042

6.51%

Punjab National Bank**

INE160A16UV6

6.49%

Indian Railway Finance Corporation Limited**

INE053F08536

3.64%

8.8% REC Limited**

INE020B08BS3

3.60%

Indian Railway Finance Corporation Limited**

INE053F08536

3.59%

8.8% REC Limited**

INE020B08BS3

3.55%

9.25% Truhome Finance Limited**

INE432R07414

3.53%

9.15% Andhra Pradesh State Beverages Corporation Limited**

INE0M2307354

3.53%

7.1% Government of India

IN0020240019

3.50%

8.29% Godrej Industries Limited**

INE233A08089

3.49%

9.25% Truhome Finance Limited**

INE432R07414

3.48%

8.5% Aadhar Housing Finance Limited**

INE883F07306

3.48%

8.55% Aditya Birla Real Estate Limited**

INE055A08060

3.48%

8.2% Adani Power Limited**

INE814H07208

3.47%

7.61% Kotak Mahindra Investments Limited**

INE975F07JB0

3.47%

9.15% Andhra Pradesh State Beverages Corporation Limited**

INE0M2307354

3.46%

7.08% State Government Securities

IN3520190064

3.46%

7.1% Government of India

IN0020240019

3.46%

8.29% Godrej Industries Limited**

INE233A08089

3.45%

8.5% Aadhar Housing Finance Limited**

INE883F07306

3.45%

10.4% Muthoot Fincorp Ltd**

INE549K08590

3.42%

8.55% Aditya Birla Real Estate Limited**

INE055A08060

3.42%

7.08% State Government Securities

IN3520190064

3.42%

7.61% Kotak Mahindra Investments Limited**

INE975F07JB0

3.42%

8.2% Adani Power Limited**

INE814H07208

3.41%

8.75% Vastu Finserve India Private Limited**

INE08Z607141

3.40%

10.4% Muthoot Fincorp Ltd**

INE549K08590

3.38%

8.75% Vastu Finserve India Private Limited**

INE08Z607141

3.36%

6.68% Government of India

IN0020250042

3.25%

6.9% Government of India

IN0020250018

3.12%

9.75% Delhi International Airport Limited**

INE657H08035

2.84%

9.85% IndoStar Capital Finance Limited**

INE896L07934

2.80%

9.85% IndoStar Capital Finance Limited**

INE896L07934

2.77%

9.75% Delhi International Airport Limited**

INE657H08035

2.77%

9.45% Vedanta Limited**

INE205A08053

2.45%

9.45% Vedanta Limited

INE205A08053

2.43%

9.1% Cholamandalam Investment and Finance Company Ltd**

INE121A08PP7

2.12%

9.65% Arka Fincap Limited**

INE03W107249

2.09%

9.1% Cholamandalam Investment and Finance Company Ltd**

INE121A08PP7

2.09%

8.75% Ashoka Buildcon Limited**

INE442H08040

2.09%

9.65% Arka Fincap Limited**

INE03W107249

2.07%

National Highways Infra Trust**

INE0H7R07066

0.95%

National Highways Infra Trust**

INE0H7R07066

0.95%

National Highways Infra Trust**

INE0H7R07058

0.88%
Other2 holdings · 6.8%
Security% NAV

Siddhivinayak Securitisation Trust**

INE2I7F15012

3.43%

Siddhivinayak Securitisation Trust**

INE2I7F15012

3.39%

Performance Comparison

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Investment Objective

Nippon India Medium Duration Fund - Growth Option by Nippon India Mutual Fund is a Medium 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 Medium Duration category.

About This Fund

Nippon India Medium Duration Fund - Growth Option is a Medium Duration mutual fund offered by Nippon India Mutual Fund. The fund has been operational for over 11 years. It manages assets worth ₹139 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against CRISIL MEDIUM DURATION DEBT A-III INDEX. The current expense ratio is 1.05%.

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