Scheme Overview
Nippon India Low Duration Fund- Growth Plan - Growth Option
(Erstwhile Reliance Low Duration Fund- Growth Plan - Growth Option)
| Category: Debt: Low Duration |
| Launch Date: 10-03-2007 |
| Asset Class: Fixed Income |
| Benchmark: CRISIL Low Duration Debt A-I Index |
| Expense Ratio: 0.95% As on ( 30-06-2025) |
| Status: Open Ended |
| Minimum Investment: 500.0 |
| Minimum Topup: 100.0 |
| Total Assets: 7,993.64 Cr As on ( 30-06-2025) |
| Turn over: |
3764.8258
0.92 ( 0.0245% )
7.5%
CRISIL Low Duration Debt A-I Index5.5%
PERFORMANCE of Nippon India Low Duration Fund- Growth Plan - Growth Option
Scheme Performance (%) Data as on - 17-07-2025
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Nippon India Low Duration Fund- Growth Plan - Growth Option | 8.01 | 7.03 | 5.9 | 6.73 | 7.5 |
| Benchmark | - | - | - | - | - |
| Debt: Low Duration | 7.96 | 7.08 | 5.81 | 6.58 | 6.74 |
Yearly Performance (%)
Fund Managers
Vivek Sharma
Investment Objective
The investment objective of the Scheme is to generate optimal returns consistent with moderate levels of risk and liquidity by investing in debt securities and money market securities.
RETURNS CALCULATOR for Nippon India Low Duration Fund- Growth Plan - Growth Option
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Riskometer
Key Performance and Risk Statistics of Nippon India Low Duration Fund- Growth Plan - Growth Option
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Nippon India Low Duration Fund- Growth Plan - Growth Option | 0.6 | -0.14 | 2.51 | 1.3 | 6.84 | 1.2 |
| Debt: Low Duration | - | - | - | - | - | - |
PEER COMPARISION of Nippon India Low Duration Fund- Growth Plan - Growth Option
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| Nippon India Low Duration Fund- Growth Plan - Growth Option | 10-03-2007 | 8.01 | 7.45 | 7.03 | 5.9 | 6.73 |
| HSBC Low Duration Fund - Regular Growth | 01-01-2013 | 9.26 | 8.29 | 7.6 | 6.02 | 6.87 |
| ICICI Prudential Savings Fund - Growth | 27-09-2002 | 8.37 | 8.03 | 7.94 | 6.34 | 7.31 |
| UTI Low Duration Fund - Regular Plan - Growth Option | 21-03-2003 | 8.34 | 7.75 | 7.36 | 7.01 | 6.24 |
| Axis Treasury Advantage Fund - Regular Plan - Growth Option | 05-10-2009 | 8.24 | 7.7 | 7.32 | 5.94 | 6.94 |
| Axis Treasury Advantage Fund - Retail Plan - Growth Option | 15-03-2010 | 8.24 | 7.7 | 7.32 | 5.94 | 6.79 |
| Invesco India Low Duration Fund - Growth | 18-01-2007 | 7.99 | 7.57 | 7.1 | 5.69 | 6.79 |
| Tata Treasury Advantage Fund - Regular Plan - Growth Option | 06-09-2005 | 7.97 | 7.49 | 7.08 | 5.78 | 6.26 |
| Canara Robeco Savings Fund - Regular Plan - Growth Option | 05-03-2005 | 7.95 | 7.51 | 7.11 | 5.57 | 6.62 |
| HDFC Low Duration Fund - Growth | 05-11-1999 | 7.95 | 7.54 | 7.24 | 5.98 | 6.76 |
