Nippon India Medium Duration Fund - Direct Plan - IDCW 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
Fund5.20%
Cat. Avg.5.30%
2Y
Fund7.91%
Cat. Avg.7.15%
3Y
Fund8.31%
Cat. Avg.7.94%
5Y
Fund6.77%
Cat. Avg.6.98%
10Y
Fund3.53%
Cat. Avg.6.83%
SI
Fund3.60%
Cat. Avg.7.53%
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 | 07 Nov, 25 | 60000 | 61350 | +2.2% | +4.7% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.28 L. | +6.5% | +6.5% |
| 3Y | 07 Nov, 23 | 1.80 L. | 2.01 L. | +11.6% | +7.5% |
| 5Y | 08 Nov, 21 | 3 L. | 3.62 L. | +20.7% | +7.6% |
| 10Y | 07 Nov, 16 | 6 L. | 7.78 L. | +29.7% | +5.1% |
| SI | 07 Jul, 14 | 7.40 L. | 9.78 L. | +32.2% | +4.4% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.05 L. | +5.2% | +5.2% |
| 2Y | 16 Oct, 24 | 1 L. | 1.16 L. | +16.4% | +7.9% |
| 3Y | 16 Oct, 23 | 1 L. | 1.27 L. | +27.1% | +8.3% |
| 5Y | 18 Oct, 21 | 1 L. | 1.39 L. | +38.7% | +6.8% |
| 10Y | 17 Oct, 16 | 1 L. | 1.42 L. | +41.5% | +3.5% |
| SI | 30 Jun, 14 | 1 L. | 1.54 L. | +54.5% | +3.6% |
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.