Nippon India Nivesh Lakshya Long Term Fund Direct-Growth
Debt: Long Term - Growth (Open ended) Factsheet
SEBI Riskometer: ModerateCategory: Debt: Long TermBenchmark: CRISIL Long Duration Debt A-III IndexCheck Portfolio Overlap →
NAV: ₹18.7+0.06%
07 Sept 2026
Similar Funds
Side-by-side comparison of Nippon India Nivesh Lakshya Long Term Fund Direct-Growth with similar funds — trailing returns, risk metrics, AUM and expense ratio.
| Period | This Fund | Category Avg | Category Rank |
|---|---|---|---|
| 1Y Return | +2.85% | 3.03% | 5 / 11 |
| 3Y Return | +6.30% | 6.14% | 3 / 7 |
| 5Y Return | +5.88% | 5.63% | 1 / 2 |
| 10Y Return | — | 7.15% | — |
Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.
Funds in Debt: Long Term
Top funds by AUM in the Debt: Long Term category — see how Nippon India Nivesh Lakshya Long Term Fund Direct-Growth compares on size and returns.
Funds Tracking CRISIL Long Duration Debt A-III Index
Top funds tracking the CRISIL Long Duration Debt A-III Index — sorted by AUM to show the largest options available.
Frequently Asked Questions
Which funds are similar to Nippon India Nivesh Lakshya Long Term Fund Direct-Growth?
Funds similar to Nippon India Nivesh Lakshya Long Term Fund Direct-Growth in the Debt: Long Term category include HDFC Long Term Fund Direct-Growth, SBI Long Term Fund Direct-Growth, and ICICI Prudential Long Term Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of Nippon India Nivesh Lakshya Long Term Fund Direct-Growth in its category?
On a 3-year return basis Nippon India Nivesh Lakshya Long Term Fund Direct-Growth is ranked 3 out of 7 funds in the Debt: Long Term category as of 6 Sep 2026. On a 5-year return basis it ranks 1 out of 2. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does Nippon India Nivesh Lakshya Long Term Fund Direct-Growth's expense ratio compare to similar funds?
Nippon India Nivesh Lakshya Long Term Fund Direct-Growth has an expense ratio of 0.33%. The peers HDFC Long Term Fund Direct-Growth has an expense ratio of 0.28% and SBI Long Term Fund Direct-Growth has 0.32%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does Nippon India Nivesh Lakshya Long Term Fund Direct-Growth's AUM compare to similar funds?
Nippon India Nivesh Lakshya Long Term Fund Direct-Growth has an AUM of ₹6,111.82 crore. The peers HDFC Long Term Fund Direct-Growth has an AUM of ₹2,695.35 crore and SBI Long Term Fund Direct-Growth has ₹1,304.78 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Debt: Long Term?
The top performing fund in the Debt: Long Term category on a 3-year basis is Aditya Birla Sun Life Long Term Fund Direct-Growth with a CAGR of 6.67% as of 6 Sep 2026. Nippon India Nivesh Lakshya Long Term Fund Direct-Growth has delivered 6.30% CAGR over the same period, ranking 3 out of 7 funds. You can view and compare the full category ranking on sharpely.
How does Nippon India Nivesh Lakshya Long Term Fund Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, Nippon India Nivesh Lakshya Long Term Fund Direct-Growth has a Sharpe ratio of 0.13 compared to the Debt: Long Term average of 0.10 as of 6 Sep 2026. It ranks 3 out of 7 funds in its category on Sharpe ratio.