Nippon India Medium Duration Fund - Bonus Option

Open Ended Schemes(Debt Scheme - Medium Duration Fund)Moderate Risk★★★★★vs CRISIL Medium Duration Debt A-III IndexISIN INF204KA1QA2

NAV · 11-Nov-2020

₹10.5217

+1.01%

+0.86%

1Y (CAGR)

-25.21%

3Y (CAGR)

-8.66%

5Y (CAGR)

-1.78%

Since inception (CAGR)

+0.77%

NAV history

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Risk & SIP analytics

Q4 · 3Y in category

Volatility (3y)

17.57%

Downside dev (3y)

30.49%

Max drawdown (3y)

-30.4%

Sharpe (3y)

-0.86

SIP XIRR (3y)

-13.80%

SIP XIRR (5y)

-8.07%

Calendar-year returns

2015 +9.0%2016 +11.1%2017 +6.9%2018 +4.7%2019 -3.4%

Fund facts

Fund managerKinjal Desai · Sushil Budhia · Akshay Sharma · Amber Singhania

AUM₹1,459 Cr

Launch date06-Jun-2014

Plan typeOpen Ended · Debt

Min lumpsumRs.5000/- and in multiples of Re. 1 thereafter

Lock-inNone

Volatility2.41

AMCNippon Life India Asset Management Limited

Objective · To generate income through investments in a range of debt and money market instruments of various maturities with a view to maximizing income while maintaining the optimum balance of yield, safety and liquidity.

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