Nippon India Low Duration Fund - Bonus - Direct Plan

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  • Net Change on 14-10-2024

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Fund Overview Bonus | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The investment objective of the Scheme is to generate optimal returns consistent with moderate levels of risk and liquidity by investing in debt securities and money market securities.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Nippon India Low Duration Fund - Direct Plan Growth Plan - Bonus Option 9.96 8.28 7.95 6.47 6.65 7.67
Crisil 1 Yr T-Bill Index N/A N/A N/A N/A N/A N/A
CRISIL Low Duration Debt Index 0.69 2.00 N/A N/A N/A 8.03

Returns upto 1 year is Annualised, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Nippon India Low Duration Fund - Direct Plan Growth Plan - Bonus Option Jan 08, 2013 7.95 6.47 6.65 0.38 6,980.69
JM Low Duration Fund (Direct) - Bonus Option - Principal Units Apr 05, 2013 Unrated 7.74 6.21 8.63 0.25 240.27

Fund Holdings as on 30-September-2024

  • 7.58% National Bank For Agriculture and Rural Development

  • Punjab National Bank**

  • Triparty Repo

  • 7.71% Highways Infrastructure Trust**

  • Canara Bank**

  • Naomi**

  • HDFC Bank Limited**

  • 7.55% REC Limited**

  • 7.79% Small Industries Dev Bank of India**

  • 7.87% India Grid Trust InvIT Fund**

  • 91 Days Tbill

  • 182 Days Tbill

  • India Universal Trust AL1**

  • Union Bank of India**

  • 8.67% State Government Securities

  • 8.17% Embassy Office Parks REIT**

  • 9.2% Shriram Finance Limited**

  • 8.65% SMFG India Home Finance Company Limited**

  • 8.94% Shriram Housing Finance Limited**

  • 9.1% Manappuram Finance Limited**

  • 7.55% Power Finance Corporation Limited**

  • 7.44% Small Industries Dev Bank of India

  • Piramal Capital & Housing Finance Limited**

  • 364 Days Tbill

  • 364 Days Tbill

  • Punjab National Bank**

  • Canara Bank**

  • IndusInd Bank Limited**

  • Canara Bank**

  • 7.7% National Bank For Agriculture and Rural Development

  • HDFC Bank Limited**

  • Axis Bank Limited**

  • 8.36% State Government Securities

  • Dhruva XXIII**

  • Naomi**

  • 9.02% Muthoot Finance Limited**

  • 8.97% Muthoot Finance Limited**

  • 7.68% Small Industries Dev Bank of India

  • 7.59% REC Limited**

  • 8.54% SMFG India Credit Company Limited**

  • 7.84% Tata Capital Housing Finance Limited**

  • 9.41% 360 One Prime Limited**

  • 7.5% National Bank For Agriculture and Rural Development**

  • Punjab National Bank**

  • Union Bank of India**

  • Canara Bank

  • 6.75% Sikka Ports and Terminals Limited**

  • 8.2% Power Finance Corporation Limited**

  • 8% Government of India

  • 8.53% PNB Housing Finance Limited**

  • 7.79% Small Industries Dev Bank of India**

  • 7.77% REC Limited**

  • 7.77% Power Finance Corporation Limited**

  • 7.64% REC Limited**

  • 7.7% Power Finance Corporation Limited**

  • 8.24% PNB Housing Finance Limited

  • 7.44% REC Limited

  • 7.43% Small Industries Dev Bank of India

  • 6.7% Can Fin Homes Limited**

  • 8.44% Renew Solar Energy (Jharkhand Five) Private Ltd**

  • HDFC Bank Limited

  • HDFC Bank Limited**

  • Axis Bank Limited**

  • Bank of Baroda**

  • HDFC Bank Limited**

  • Axis Bank Limited**

  • 7.95% REC Limited

  • 7.44% National Bank For Agriculture and Rural Development**

  • Sansar Trust**

  • 7.17% State Government Securities

  • 8.8% Manappuram Finance Limited**

  • 9.25% Bahadur Chand Investments Pvt Limited**

  • 9.25% Bahadur Chand Investments Pvt Limited**

  • 7.8% National Bank For Agriculture and Rural Development

  • Net Current Assets

  • 7.8% State Government Securities

  • 7.46% State Government Securities

  • 7.64% REC Limited**

  • 8.78% Muthoot Finance Limited**

  • 7.56% REC Limited**

  • 7.6% REC Limited**

  • 7.47% Small Industries Dev Bank of India**

  • HDFC Bank Limited

  • 6.72% India Grid Trust InvIT Fund**

  • 7.8% State Government Securities

  • Sansar Trust**

  • 7.68% Small Industries Dev Bank of India**

  • 7.6% State Government Securities

  • Corporate Debt Market Development Fund Class A2

  • 8.39% Power Finance Corporation Limited**

  • GOI Strips (MD 12/04/2025 )

  • GOI Strips (MD 12/10/2024 )

  • GOI Strips (MD 12/10/2025 )

  • 5.62% Export Import Bank of India**

  • 8.98% Power Finance Corporation Limited**

  • Cash Margin - CCIL

  • Interest Rate Swaps Pay Fix Receive Floating (30/03/2026) (FV 10000 Lacs)

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  • Miscellaneous

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Fund Manager

  • CARE A1+

  • CARE AA

  • Cash

  • CRISIL A1+

  • CRISIL AA

  • CRISIL AA+

  • CRISIL AAA

  • Derivatives

  • FITCH A1+

  • FITCH AAA(SO)

  • ICRA A1+

  • ICRA AA

  • ICRA AAA

  • ICRA AAA(SO)

  • Sov

  • Unrated

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About Nippon India Low Duration Fund

Scheme Analysis

Nippon India Low Duration Fund is a Debt - Low Duration Fund fund and belongs to Nippon India Mutual Fund. It was launched on 08-Jan-2013 and currently has an AUM of ₹6,980.69 crore. Nippon India Low Duration Fund is benchmarked against Crisil 1 Yr T-Bill Index as primary index and CRISIL Low Duration Debt Index as secondary index.

The NAV of Nippon India Low Duration Fund ended up ₹1.52(0.07%)yesterday to ₹2178.9704.

Among its top 3 holdings the fund has exposure to 7.58% National Bank For Agriculture and Rural Development, and

The Nippon India Low Duration Fund is managed by Vivek Sharma .

Fund House Contact

4th Floor, Tower A, Peninsula Business Park, Ganapatrao Kadam Marg, Lower Parel (W) Mumbai - 400 013

022-68087000
022-68087097