Nippon India Crisil-Ibx Financial Services 3-6 Months Debt Index Fund- Direct Plan- Growth Option

Q: How to check the XIRR of Nippon India CRISIL-IBX Financial Services 3-6 Months Debt Index Fund- Direct Plan- Growth Option?

You can track the exact XIRR and portfolio overlapping of Nippon India CRISIL-IBX Financial Services 3-6 Months Debt Index Fund- Direct Plan- Growth Option alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Q: How to check portfolio overlap for Nippon India CRISIL-IBX Financial Services 3-6 Months Debt Index Fund- Direct Plan- Growth Option?

Use the MutualSaathi Portfolio Analyzer to compare Nippon India CRISIL-IBX Financial Services 3-6 Months Debt Index Fund- Direct Plan- Growth Option with other funds, PMS, and AIFs to detect hidden stock overlaps.

Nippon India Mutual Fund

Expense Ratio: 0.09

Risk: Low to Moderate

Other Scheme - Index Funds

Plan: Direct

Benchmark: CRISIL-IBX Financial Services 3-6 Months Debt Index

Inception: 05-03-2026

Exit Load: Nil

Fund Size:₹305.71 Cr

Performance

FundN/A

Cat. Avg.-0.92%

FundN/A

Cat. Avg.0.42%

FundN/A

Cat. Avg.9.27%

FundN/A

Cat. Avg.7.81%

10Y

FundN/A

Cat. Avg.11.35%

Fund4.40%

Cat. Avg.5.56%

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.

Allocation

Visualizing Fund's Exposure

Asset Class

Tap to expand

Debt Ratings

Tap to expand

Debt Instruments

Tap to expand

Asset Class

Debt Ratings

Debt Instruments

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Sector	YTM	Val (Cr)	% Assets
1	HDFC Bank Limited	DEBT	CD	CRISIL A1	6.75%	48.78	13.42%
2	Bank of Baroda	DEBT	CD	FITCH A1	6.70%	48.58	13.37%
3	Axis Bank Limited	DEBT	CD	CRISIL A1	6.72%	48.58	13.36%
4	Small Industries Dev Bank of India	DEBT	CD	CARE A1	6.82%	34.00	9.35%
5	Triparty Repo	CASH	TREPS / Reverse Repo	TREPS / Reverse Repo		28.81	7.93%
6	7.91% Sundaram Home Finance Limited	DEBT	Bond/NCD	ICRA AAA	7.11%	25.05	6.89%
7	6.4% LIC Housing Finance Limited	DEBT	Bond/NCD	CRISIL AAA	7.14%	24.90	6.85%
8	Punjab National Bank	DEBT	CD	CRISIL A1	6.72%	24.25	6.67%
9	Kotak Mahindra Bank Limited	DEBT	CD	CRISIL A1	6.66%	24.25	6.67%
10	Canara Bank	DEBT	CD	CRISIL A1	6.71%	19.39	5.34%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
SI	07 Apr, 26	35000	35642	+1.8%	N/A

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
SI	13 Mar, 26	1 L.	1.04 L.	+4.4%	N/A

SIP Calculator

Visualize how small monthly investments grow over time.

Monthly SIP Amount

Max: ₹10 Cr

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

Max: ₹1000 Cr

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Profit

₹14.80L

SIP 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.