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Medium to Long Durationregulargrowth📊 NIFTY MEDIUM TO LONG DURATION DEBT INDEX A-III

Nippon India Medium to Long Duration Fund - Growth Plan Growth Option

Nippon India Mutual Fund

#9 of 14 (1Y)

₹90.8964

0.02 (+0.03%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

Discontinued / Inactive

28 Jan 2005

AMFI: HIST_KF_INF204K01YO9

Direct · Growth

₹₹102.4388

0.03 (+0.03%)

29 May 2026

AMFI: 118687

Regular · IDCW

₹₹13.1545

0.00 (+0.03%)

29 May 2026

AMFI: 100384

Direct · IDCW

₹₹14.0250

0.00 (+0.03%)

29 May 2026

AMFI: 118680

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-0.04%
1 Month-0.38%
3 Months+0.15%
6 Months+0.57%
1 Year+0.25%
3 Years (CAGR)+5.32%
5 Years (CAGR)+4.89%
10 Years (CAGR)
Since Inception (Jan 1998)+8.08%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+1.20%
3 Year SIP+4.48%
5 Year SIP+5.16%
Since Inception (Jan 1998)+7.24%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹1,70,000

Invested

₹5,37,769

Value today

7.3%

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

₹9,117

Value today

8.1%

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

₹17,00,000

Withdrawn

₹37,39,297

Corpus left

+₹44,39,297 net gain — withdrew ₹17,00,000 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

₹1,38,920

Value today

1.4×

Multiple

Staying invested through that crash turned ₹1L into ₹1,38,920 — a 1.4× return

Read: Staying invested through crashes

Direct vs Regular — ₹500/month over 10 years

Expense ratio drag on your actual returns

Direct plan

₹85,602

Regular plan

₹80,673

Direct earns ₹4,929 more on a ₹60K investment0.82% 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 to Long Duration
Plan Typeregular
Optiongrowth
AUM₹384 Cr
Expense Ratio1.53%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkNIFTY MEDIUM TO LONG DURATION DEBT INDEX A-III
Launch Date01 Jan 1998
AMFI Code100387

Risk Metrics

Trailing 1 year, annualised

-1.00

Sharpe Ratio

Alpha

Beta

-0.97

Sortino

2.31%

Std Dev

-2.28%

Max Drawdown

Portfolio Holdings

Top 15 holdings · as of Mar 2026

Debt14 holdings · 95.9%
Security% NAV

7.99% State Government Securities

IN1020250636

13.66%

7.48% State Government Securities

IN2220250483

13.33%

7.09% Government of India

IN0020240118

8.78%

7.03% State Government Securities

IN3120210361

8.11%

7.6% State Government Securities

IN3320250191

8.05%

Indian Railway Finance Corporation Limited**

INE053F08536

7.09%

7.93% State Government Securities

IN3320190272

6.96%

7.44% National Bank For Agriculture and Rural Development**

INE261F08EK5

6.78%

6.68% Government of India

IN0020250042

6.34%

6.79% State Government Securities

IN1020250099

6.32%

7.24% Government of India

IN0020250075

5.11%

7.44% State Government Securities

IN1920250306

2.67%

7.1% Government of India

IN0020220011

1.38%

6.9% REC Limited**

INE020B08DA7

1.32%
Fund Units1 holding · 0.3%
Security% NAV

Corporate Debt Market Development Fund Class A2

INF0RQ622028

0.33%

Performance Comparison

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Investment Objective

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

About This Fund

Nippon India Medium to Long Duration Fund - Growth Plan Growth Option is a Medium to Long Duration mutual fund offered by Nippon India Mutual Fund. The fund has been operational for over 28 years. It manages assets worth ₹384 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY MEDIUM TO LONG DURATION DEBT INDEX A-III. The current expense ratio is 1.53%.

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