Nippon India Medium Duration Fund - Direct Plan - Bonus Option
Expense Ratio: 0.5
Risk: Moderate
Debt Scheme - Medium Duration Fund
Plan: Direct
Benchmark: CRISIL Medium Duration Debt A-III Index
Inception: 06-06-2014
Exit Load: Nil
Fund Size:₹136.64 Cr
Performance
1Y
Fund6.54%
Cat. Avg.4.91%
2Y
Fund8.77%
Cat. Avg.6.90%
3Y
Fund8.57%
Cat. Avg.7.77%
5Y
Fund6.90%
Cat. Avg.6.90%
10Y
Fund3.79%
Cat. Avg.6.80%
SI
Fund5.11%
Cat. Avg.7.49%
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.
No available Data
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 09 Sep, 25 | 60000 | 61985 | +3.3% | +6.8% |
| 2Y | 09 Sep, 24 | 1.20 L. | 1.30 L. | +8.0% | +8.0% |
| 3Y | 07 Sep, 23 | 1.80 L. | 2.04 L. | +13.2% | +8.5% |
| 5Y | 07 Sep, 21 | 3 L. | 3.66 L. | +22.1% | +8.1% |
| 10Y | 07 Sep, 16 | 6 L. | 7.83 L. | +30.4% | +5.2% |
| SI | 07 Jul, 14 | 7.30 L. | 9.95 L. | +36.3% | +5.0% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 20 Aug, 25 | 1 L. | 1.07 L. | +6.5% | +6.5% |
| 2Y | 20 Aug, 24 | 1 L. | 1.18 L. | +18.3% | +8.8% |
| 3Y | 21 Aug, 23 | 1 L. | 1.28 L. | +27.9% | +8.5% |
| 5Y | 20 Aug, 21 | 1 L. | 1.40 L. | +39.6% | +6.9% |
| 10Y | 22 Aug, 16 | 1 L. | 1.45 L. | +45.1% | +3.8% |
| SI | 30 Jun, 14 | 1 L. | 1.83 L. | +83.3% | +5.1% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Beat inflation and compound wealth faster with an annual step-up.
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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.