Nippon India NIFTY Sdl Plus G-Sec-Jun 2029 Maturity 70 30 Index Fund-Direct Plan-Growth Option

Q: How to check the XIRR of Nippon India Nifty SDL Plus G-Sec-Jun 2029 Maturity 70 30 Index Fund-Direct Plan-Growth Option?

You can track the exact XIRR and portfolio overlapping of Nippon India Nifty SDL Plus G-Sec-Jun 2029 Maturity 70 30 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 Nifty SDL Plus G-Sec-Jun 2029 Maturity 70 30 Index Fund-Direct Plan-Growth Option?

Use the MutualSaathi Portfolio Analyzer to compare Nippon India Nifty SDL Plus G-Sec-Jun 2029 Maturity 70 30 Index Fund-Direct Plan-Growth Option with other funds, PMS, and AIFs to detect hidden stock overlaps.

Nippon India Mutual Fund

Expense Ratio: 0.2

Risk: Low to Moderate

Other Scheme - Index Funds

Plan: Direct

Benchmark: Nifty SDL Plus G-Sec Jun 2029 70:30 Index

Inception: 06-02-2023

Exit Load: Nil

Fund Size:₹315.39 Cr

Performance

Fund4.41%

Cat. Avg.-0.92%

Fund6.36%

Cat. Avg.0.42%

Fund7.49%

Cat. Avg.9.27%

FundN/A

Cat. Avg.7.81%

10Y

FundN/A

Cat. Avg.11.35%

Fund7.40%

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

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Debt Ratings

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Debt Instruments

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Asset Class

Debt Ratings

Debt Instruments

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Sector	YTM	Val (Cr)	% Assets
1	7.1% Government of India	DEBT	G-Sec	SOVEREIGN	6.21%	76.86	24.63%
2	8.32% State Government Securities	DEBT	SDL	SOVEREIGN	6.93%	75.05	24.05%
3	7.18% State Government Securities	DEBT	SDL	SOVEREIGN	6.87%	21.94	7.03%
4	7.61% State Government Securities	DEBT	SDL	SOVEREIGN	6.87%	20.44	6.55%
5	8.36% State Government Securities	DEBT	SDL	SOVEREIGN	7.02%	15.51	4.97%
6	8.37% State Government Securities	DEBT	SDL	SOVEREIGN	6.87%	12.46	3.99%
7	8.35% State Government Securities	DEBT	SDL	SOVEREIGN	6.97%	11.84	3.79%
8	8.43% State Government Securities	DEBT	SDL	SOVEREIGN	7.00%	10.37	3.32%
9	8.28% State Government Securities	DEBT	SDL	SOVEREIGN	6.87%	8.70	2.79%
10	7.59% Government of India	DEBT	G-Sec	SOVEREIGN	6.26%	7.25	2.32%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Nov, 25	60000	61045	+1.7%	+3.6%
2Y	07 Nov, 24	1.20 L.	1.26 L.	+5.0%	+5.1%
3Y	07 Nov, 23	1.80 L.	1.97 L.	+9.5%	+6.2%
SI	08 Mar, 23	2.20 L.	2.48 L.	+12.5%	+6.6%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Oct, 25	1 L.	1.04 L.	+4.4%	+4.4%
2Y	16 Oct, 24	1 L.	1.13 L.	+13.1%	+6.4%
3Y	16 Oct, 23	1 L.	1.24 L.	+24.2%	+7.5%
SI	21 Feb, 23	1 L.	1.30 L.	+29.8%	+7.4%

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.