Nippon India Short Term Fund-Growth Plan

Nippon India Short Term Fund-Growth Plan

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Category: Debt: Short Duration
Launch Date: 10-12-2002
Asset Class: Fixed Income
Benchmark: CRISIL Short Duration Fund BII Index
Expense Ratio: 0.94% As on (30-11-2024)
Status: Open Ended Schemes for subscription
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 758.64 Cr As on (31-10-2024)
Turn over:
NAV as on 06-12-2024

50.256

-0.03 (-0.0653%)

CAGR Since Inception

7.62%

CRISIL Short Duration Fund BII Index 8.32%

PERFORMANCE of Nippon India Short Term Fund-Growth Plan

Scheme Performance (%) Data as on - 06-12-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Nippon India Short Term Fund-Growth Plan 8.31 5.88 6.35 7.01 7.62
Benchmark - - - - -
Debt: Short Duration 8.06 6.03 6.23 6.75 6.86

Yearly Performance (%)

Nav Movement

Fund Managers

Vivek Sharma, Sushil Budhia

Investment Objective

The scheme aims to generate stable returns for investors with a short-term investment horizon by investing in fixed income securities of a short-term maturity.

RETURNS CALCULATOR for Nippon India Short Term Fund-Growth Plan

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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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 Short Term Fund-Growth Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Nippon India Short Term Fund-Growth Plan 1.15 -0.23 3.97 2.11 7.57 3.67
Debt: Short Duration - - - - - -

PEER COMPARISION of Nippon India Short Term Fund-Growth Plan

Period
Data as on - 06-12-2024
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Nippon India Short Term Fund-Growth Plan 10-12-2002 8.31 7.36 5.88 6.35 7.01
BANK OF INDIA Short Term Income Fund-Regular Plan- Growth 18-12-2008 9.43 7.47 13.55 8.44 5.75
HDFC Short Term Debt Fund - Growth Option 05-06-2010 8.58 7.71 6.2 6.75 7.48
Axis Short Term Fund - Regular Plan - Growth Option 22-01-2010 8.35 7.36 6.07 6.4 7.17
BANDHAN Bond Fund - Short Term - Regular Plan - Growth 14-12-2000 8.34 7.35 5.76 6.08 6.94
Axis Short Term Fund - Retail Plan - Growth Option 05-03-2010 8.31 7.34 6.05 6.4 7.17
Invesco India Short Duration Fund - Growth 24-03-2007 8.27 7.03 5.44 5.72 6.47
UTI Short Duration Fund - Regular Plan - Growth Option 28-08-2007 8.26 7.44 6.13 7.47 6.35
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan 09-05-2003 8.25 7.38 6.23 6.66 7.38
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Principal Units 01-01-2013 8.24 7.36 0.0 0.0 0.0

PORTFOLIO ANALYSIS of Nippon India Short Term Fund-Growth Plan

Asset Allocation (%)

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

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BSE
Member Code: 32262
AMFI
ARN: 160300