Nippon India Medium Duration Fund - Growth Option
Expense Ratio: 1.03
Risk: Moderate
Debt Scheme - Medium Duration Fund
Plan: Regular
Benchmark: CRISIL Medium Duration Debt A-III Index
Inception: 06-06-2014
Exit Load: Nil
Fund Size:₹136.64 Cr
Performance
1Y
Fund4.62%
Cat. Avg.4.21%
2Y
Fund7.32%
Cat. Avg.6.20%
3Y
Fund7.73%
Cat. Avg.7.05%
5Y
Fund6.19%
Cat. Avg.6.18%
10Y
Fund2.83%
Cat. Avg.6.07%
SI
Fund4.30%
Cat. Avg.6.81%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 61183 | +2.0% | +4.1% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.27 L. | +5.9% | +6.0% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.99 L. | +10.7% | +6.9% |
| 5Y | 08 Nov, 21 | 3 L. | 3.57 L. | +19.0% | +7.1% |
| 10Y | 07 Nov, 16 | 6 L. | 7.55 L. | +25.8% | +4.5% |
| SI | 07 Jul, 14 | 7.40 L. | 9.65 L. | +30.3% | +4.2% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.05 L. | +4.6% | +4.6% |
| 2Y | 16 Oct, 24 | 1 L. | 1.15 L. | +15.2% | +7.3% |
| 3Y | 16 Oct, 23 | 1 L. | 1.25 L. | +25.0% | +7.7% |
| 5Y | 18 Oct, 21 | 1 L. | 1.35 L. | +35.0% | +6.2% |
| 10Y | 17 Oct, 16 | 1 L. | 1.32 L. | +32.2% | +2.8% |
| SI | 30 Jun, 14 | 1 L. | 1.68 L. | +68.0% | +4.3% |
SIP Calculator
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.