Pros | - | - | ||
Cons | - | - |
INDMoney rank | - | 7/8 | ||
Category,Subcateogry | Fixed Income,Medium Duration | Fixed Income,Medium Duration | ||
Fund Age | 11 Years | 12 Years | ||
Fund Size | 108 Cr | 6555 Cr | ||
Min Investment | SIP ₹100 Lumpsum ₹5000 | SIP ₹500 Lumpsum ₹5000 | ||
Expense Ratio | 0.52% | 0.71% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | CRISIL Medium Duration TR INR | Nifty Medium Duration Debt TR INR |
No of Holdings | - | - | ||
Top 5 Holdings | - | - | ||
No of Sectors | - | - | ||
Top 3 Sectors | - | - | ||
Equity % | - | - | ||
Debt % | - | - | ||
P/E | - | 51.81 | ||
P/B | - | 1.8 | ||
Credit Quality | - | - | ||
Modified Duration | 3.24 | 3.79 | ||
YTM | 7.21 | 7.29 |
1-Month Return | -0.18% | -0.19% | ||
3-Month Return | 2.48% | 0.35% | ||
6-Month Return | 6.38% | 4.13% | ||
1-Year Return | 10.66% | 8.11% | ||
3-Year Return | 8.66% | 7.92% | ||
5-Year Return | 9.23% | 6.95% |
Sharpe | - | - | ||
Alpha | 0.73 | 0.2 | ||
Beta | 1.48 | 1.42 | ||
Standard Deviation | 1.96 | 1.29 | ||
Information Ratio | 0.79 | 1.12 |
Description | Nippon India Medium Duration Fund Direct Plan Growth Option is a debt fund.This fund is suitable to keep your money safe. | SBI Magnum Medium Duration Fund Direct Growth is a debt fund.This fund is suitable to keep your money safe. | ||
Managers | Akshay Sharma,Sushil Budhia,Kinjal Desai | Mohit Jain,Lokesh Mallya |