Nippon India Short Duration Fund-Growth Plan

(Erstwhile Nippon India Short Term Fund-Growth Plan)
Fund House: Nippon India Mutual Fund
Category: Debt: Short Duration
Launch Date: 01-12-2002
Asset Class: Fixed Income
Benchmark: CRISIL Short Duration Debt A-II Index
TER: 0.95% As on (31-10-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 9,296.65 Cr As on 31-10-2025(Source:AMFI)
Turn over: - | Exit Load: Nil

54.4209

7.65%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 3 YEAR SDL
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
9 Years 4 Months
17 Years 10 Months
21 Years 11 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The primary investment objective of the scheme is to generate stable returns for investors with a short term investment horizon by investing in debt and money market instruments.

Current Asset Allocation (%)

Indicators

Standard Deviation 1.15
Sharpe Ratio -0.23
Alpha 3.97
Beta 2.11
Yield to Maturity 7.04
Average Maturity 3.33

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Nippon India Short Duration Fund-Growth Plan 01-12-2002 8.22 8.31 7.66 6.11 7.02
Axis Short Duration Fund - Regular Plan - Growth Option 22-01-2010 8.26 8.36 7.68 6.03 7.18
Axis Short Duration Fund - Retail Plan - Growth Option 05-03-2010 8.26 8.34 7.66 6.02 7.18
ICICI Prudential Short Term Fund - Growth Option 01-10-2001 8.06 8.11 7.75 6.36 7.48
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth 27-07-2007 8.02 8.06 7.48 5.73 6.95
SBI Short Term Debt Fund - Regular Plan -Growth 05-07-2007 8.02 8.06 7.48 5.73 6.95
HDFC Short Term Debt Fund - Growth Option 05-06-2010 8.02 8.35 7.83 6.17 7.41
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan 09-05-2003 7.98 8.18 7.6 6.17 7.36
HSBC Short Duration Fund - Regular Growth 01-01-2013 7.91 7.99 7.36 5.52 6.76
Invesco India Short Duration Fund - Growth 24-03-2007 7.75 8.06 7.3 5.36 6.52

Scheme Characteristics

Investment in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 1 year - 3 years.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.09%

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