Nippon India Medium Duration Fund - 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
Fund5.59%
Cat. Avg.5.70%
2Y
Fund8.47%
Cat. Avg.7.63%
3Y
Fund7.88%
Cat. Avg.7.37%
5Y
Fund6.40%
Cat. Avg.6.68%
10Y
Fund3.20%
Cat. Avg.6.47%
SI
Fund3.02%
Cat. Avg.6.98%
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.
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 61799 | +3.0% | +6.4% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.29 L. | +7.6% | +7.7% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.02 L. | +12.4% | +8.1% |
| 5Y | 09 Aug, 21 | 3 L. | 3.61 L. | +20.4% | +7.5% |
| 10Y | 08 Aug, 16 | 6 L. | 7.57 L. | +26.2% | +4.6% |
| SI | 07 Jul, 14 | 7.25 L. | 9.24 L. | +27.4% | +3.9% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 14 Jul, 25 | 1 L. | 1.06 L. | +5.6% | +5.6% |
| 2Y | 15 Jul, 24 | 1 L. | 1.18 L. | +17.6% | +8.5% |
| 3Y | 14 Jul, 23 | 1 L. | 1.26 L. | +25.5% | +7.9% |
| 5Y | 14 Jul, 21 | 1 L. | 1.36 L. | +36.4% | +6.4% |
| 10Y | 14 Jul, 16 | 1 L. | 1.37 L. | +37.1% | +3.2% |
| SI | 30 Jun, 14 | 1 L. | 1.43 L. | +43.2% | +3.0% |
SIP Planner
Visualize how small monthly investments grow over time.
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Years
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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 Gained
₹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.