Nippon India Crisil-Ibx Financial Services 9-12 Months Debt Index Fund -Regular Plan - IDCW Option

Q: How to check the XIRR of Nippon India CRISIL-IBX Financial Services 9-12 Months Debt Index Fund -Regular Plan - IDCW Option?

You can track the exact XIRR and portfolio overlapping of Nippon India CRISIL-IBX Financial Services 9-12 Months Debt Index Fund -Regular Plan - IDCW Option alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Q: How to check portfolio overlap for Nippon India CRISIL-IBX Financial Services 9-12 Months Debt Index Fund -Regular Plan - IDCW Option?

Use the MutualSaathi Portfolio Analyzer to compare Nippon India CRISIL-IBX Financial Services 9-12 Months Debt Index Fund -Regular Plan - IDCW Option with other funds, PMS, and AIFs to detect hidden stock overlaps.

Nippon India Mutual Fund

Expense Ratio: -

Risk: -

Other Scheme - Index Funds

Plan: Regular

Benchmark: -

Inception: 23-02-2026

Exit Load: Nil

Fund Size:₹460.60 Cr

Performance

FundN/A

Cat. Avg.-1.42%

FundN/A

Cat. Avg.-0.02%

FundN/A

Cat. Avg.8.81%

FundN/A

Cat. Avg.7.22%

10Y

FundN/A

Cat. Avg.10.92%

Fund3.91%

Cat. Avg.5.09%

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	7.14% Bajaj Housing Finance Limited	DEBT	Bond/NCD	CRISIL AAA	7.24%	49.91	10.84%
2	Aditya Birla Capital Limited	DEBT	CP	CRISIL A1	7.23%	47.98	10.42%
3	Kotak Mahindra Prime Limited	DEBT	CP	CRISIL A1	7.19%	47.68	10.35%
4	7.71% REC Limited	DEBT	Bond/NCD	CRISIL AAA	7.08%	35.10	7.62%
5	Small Industries Dev Bank of India	DEBT	CD	CRISIL A1	6.92%	33.47	7.27%
6	8.3% Tata Capital Limited	DEBT	Bond/NCD	ICRA AAA	7.41%	25.12	5.45%
7	7.95% LIC Housing Finance Limited	DEBT	Bond/NCD	CRISIL AAA	7.22%	25.10	5.45%
8	8.1% Tata Capital Housing Finance Limited	DEBT	Bond/NCD	CRISIL AAA	7.23%	25.10	5.45%
9	Axis Bank Limited	DEBT	CD	CRISIL A1	6.84%	24.11	5.24%
10	Tata Capital Limited	DEBT	CP	CRISIL A1	7.22%	23.94	5.20%

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SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
SI	09 Mar, 26	40000	40782	+2.0%	N/A

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
SI	04 Mar, 26	1 L.	1.04 L.	+3.9%	N/A

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.