Nippon India Medium Duration Fund - Quarterly IDCW 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
Fund-1.08%
Cat. Avg.4.59%
2Y
Fund0.29%
Cat. Avg.6.44%
3Y
Fund2.97%
Cat. Avg.7.22%
5Y
Fund3.35%
Cat. Avg.6.25%
10Y
Fund0.23%
Cat. Avg.6.09%
SI
Fund0.64%
Cat. Avg.6.84%
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 | 59336 | -1.1% | -2.3% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.18 L. | -1.3% | -1.3% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.81 L. | +0.8% | +0.5% |
| 5Y | 08 Nov, 21 | 3 L. | 3.19 L. | +6.4% | +2.5% |
| 10Y | 07 Nov, 16 | 6 L. | 6.58 L. | +9.7% | +1.9% |
| SI | 07 Jul, 14 | 7.40 L. | 8.05 L. | +8.7% | +1.4% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 98924 | -1.1% | -1.1% |
| 2Y | 16 Oct, 24 | 1 L. | 1.01 L. | +0.6% | +0.3% |
| 3Y | 16 Oct, 23 | 1 L. | 1.09 L. | +9.2% | +3.0% |
| 5Y | 18 Oct, 21 | 1 L. | 1.18 L. | +17.9% | +3.4% |
| 10Y | 17 Oct, 16 | 1 L. | 1.02 L. | +2.4% | +0.2% |
| SI | 30 Jun, 14 | 1 L. | 1.08 L. | +8.2% | +0.6% |
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.