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Nippon India Medium Duration Fund - Segregated Portfolio 2 Direct-Growth
Debt: Medium Term - Growth (Open ended) Factsheet
SEBI Riskometer: ModerateCategory: Debt: Medium TermBenchmark: CRISIL Medium Term Debt IndexCheck Portfolio Overlap →
NAV: —+0.00%
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1 Week returns: -
Category rank: -
1 Month returns: -
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1 Year CAGR: -
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3 Years CAGR: -
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5 Years CAGR: -
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Key Talking Points
Important talking points about the scheme's performance, expense ratio and other factors — grouped by positive, negative, and neutral stance.
Positive
Relatively low expense ratio
Expense ratio of the scheme (0.52%) is lower than average expense ratio of the category (1.01%), excluding index funds and ETFs
This measures the relative expense of the scheme with respect to average expense ratio of the category. Investors should always prefer schemes with lower expense, everything else remaining the same
What is Expense ratio?
Negative
Not enough talking points with negative stance
Neutral
Not enough talking points with neutral stance
Scheme Overview
The scheme seeks 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.
Plan Variants
Nippon India Medium Duration Fund - Segregated Portfolio 2 Direct-IDCW
Plan
IDCW
Payout
Irregular
Nippon India Medium Duration Fund - Segregated Portfolio 2 Direct-IDCW Quarterly
Plan
IDCW Quarterly
Payout
Quarterly
Nippon India Medium Duration Fund - Segregated Portfolio 2 Direct - Bonus
Plan
Bonus
Payout
Irregular
Fund Managers
Key Scheme Details
Inception
5 Mar 2020
Expense Ratio
0.52%
AUM
-
Lock in
No lock in
Taxation
Debt
Min. Investment
₹5,000
Min. Addl Investment
-
Min. SIP Investment
-
Exit load
-
AMC Overview
Nippon India Mutual Fund background and AUM insights, category-wise distribution and historical AUM growth.
AMC Details
AMC
Nippon India Mutual Fund
CEO
Sundeep Sikka(Chief Executive Officer)
CIO
Sailesh Raj Bhan(Chief Investment Officer-Equity), Amit Tripathi(Chief Investment Officer-Debt)
IRO
Milind Nesarikar
Trustee
Nippon Life India Trustee Limited
Phone
Address
30th Floor, One Lodha Place, Senapati Bapat Marg, Lower Parel, Mumbai, Mumbai
Frequently Asked Questions
What is the current NAV of Nippon India Medium Duration Fund - Segregated Portfolio 2 Direct-Growth?
The current NAV of Nippon India Medium Duration Fund - Segregated Portfolio 2 Direct-Growth is - as of -. The NAV of a mutual fund reflects the per-unit market value of the fund's holdings and is updated at the end of every trading day.
What is the AUM of Nippon India Medium Duration Fund - Segregated Portfolio 2 Direct-Growth?
The AUM (Assets Under Management) of Nippon India Medium Duration Fund - Segregated Portfolio 2 Direct-Growth is -. AUM represents the total market value of assets the fund currently manages on behalf of its investors.
What is the expense ratio of Nippon India Medium Duration Fund - Segregated Portfolio 2 Direct-Growth?
The expense ratio of Nippon India Medium Duration Fund - Segregated Portfolio 2 Direct-Growth is 0.52% per annum. This is the annual fee charged by the fund house to manage your investment. A lower expense ratio means more of your returns stay with you — which is one reason direct plans have a lower expense ratio than regular plans.
Who is the fund manager of Nippon India Medium Duration Fund - Segregated Portfolio 2 Direct-Growth?
Nippon India Medium Duration Fund - Segregated Portfolio 2 Direct-Growth is managed by Kinjal Desai, Sushil Hari Prasad Budhia. You can check the full list of fund managers in the "Fund Manager" section above.
What is the benchmark of Nippon India Medium Duration Fund - Segregated Portfolio 2 Direct-Growth?
The benchmark of Nippon India Medium Duration Fund - Segregated Portfolio 2 Direct-Growth is CRISIL Medium Term Debt Index. This is the index against which the fund's performance is measured. Consistently beating the benchmark over long periods is a key indicator of a fund manager's skill.
When was Nippon India Medium Duration Fund - Segregated Portfolio 2 Direct-Growth launched?
Nippon India Medium Duration Fund - Segregated Portfolio 2 Direct-Growth was launched on 5 Mar 2020. The fund has been in existence for 6 years. A longer track record gives investors more data to evaluate how the fund has performed across different market cycles.
What is the minimum investment in Nippon India Medium Duration Fund - Segregated Portfolio 2 Direct-Growth?
The minimum investment in Nippon India Medium Duration Fund - Segregated Portfolio 2 Direct-Growth is ₹5,000 for a lump sum and - per month for a SIP (Systematic Investment Plan). SIPs allow you to invest a fixed amount regularly, making it easier to build wealth over time without needing a large upfront amount.
What is the exit load on Nippon India Medium Duration Fund - Segregated Portfolio 2 Direct-Growth?
The exit load on Nippon India Medium Duration Fund - Segregated Portfolio 2 Direct-Growth is shown in the Scheme Overview section above. Exit load is charged to discourage early withdrawals and protect long-term investors in the fund.
What category does Nippon India Medium Duration Fund - Segregated Portfolio 2 Direct-Growth belong to?
Nippon India Medium Duration Fund - Segregated Portfolio 2 Direct-Growth belongs to the Debt: Medium Term category. You can view other funds in this category.