Nippon India Medium Duration Fund Direct Plan Bonus Option
Get the latest NAV of Nippon India Medium Duration Fund Direct Plan Bonus Option. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹18.36
1D
NAV as on 20 Aug 2026
5.13%/per year
Since Inception
▲▼
Nippon India Medium Duration Fund Direct Plan Bonus Option Performance vs. Medium Duration Index
Fund returns vs Benchmark returns vs Category Average returns as on (20-Aug-26)
The fund has consistently outperformed the benchmark (Medium Duration Index) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
Nippon India Medium Duration Fund Direct Plan Bonus Option Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Nippon India Medium Duration Fund Direct Plan Bonus Option Asset Allocation
See fund asset allocation details as on (15-Aug-26)
Fund Distribution
as on (15-Aug-26)
Nippon India Medium Duration Fund Direct Plan Bonus Option Sector Allocation
See fund sector allocation details as on (15-Aug-26)
Sector Allocation
Top 2 Sectors in July were Corporate, Government
Corporate
48%
Government
41%
Corporate
55%
Government
37%
Nippon India Medium Duration Fund Direct Plan Bonus Option Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.5% |
Benchmark | CRISIL Medium Duration DebtA-III TR INR |
| AUM | ₹150 Cr |
| Inception Date | 26 June, 2014 |
| Min Lumpsum/SIP | --/-- |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 53.5% |
| Risk |   Moderate Risk |
About Nippon India Medium Duration Fund Direct Plan Bonus Option
Nippon India Medium Duration Fund Direct Plan Bonus Option is a debt fund. This fund was started on 26 June, 2014. The fund is managed by Amber Singhania, Akshay Sharma, Kinjal Desai, Sushil Budhia. This fund is suitable to keep your money safe.
Key Parameters
- Nippon India Medium Duration Fund Direct Plan Bonus Option has ₹150 Cr worth of assets under management (AUM) as on Aug 2026 and is more than category average.
- The fund has an expense ratio 0.5.
Returns
Nippon India Medium Duration Fund Direct Plan Bonus Option has given a CAGR return of 5.13% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 6.54%, 8.57% and 6.90% respectively.
Holdings
Nippon India Medium Duration Fund Direct Plan Bonus Option has allocated its funds majorly in Corporate, Government, Cash Equivalent. Its top holdings are 6.79% Govt Stock 2034, Indian Railway Finance Corporation Limited, Rec Limited, 7.26% Govt Stock 2033, 7.1% Govt Stock 2034
Taxation
As it is a medium duration mutual fund the taxation is as follows:If the fund is debt oriented i.e. asset allocation of more than 65% in debt instruments:Invested before 1 April 2023 and held for less than 24 months, STCG will be taxed at your income slab rate.Invested before 1 April 2023 and held for more than 24 months, LTCG will be taxed at 12.5%.Invested after 1 April 2023, capital gains will be taxed at your income slab rate.Dividends will always be taxed at slab rate.
Investment objective of Nippon India Medium Duration Fund Direct Plan Bonus Option
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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 0.00 and for SIP is INR 0.00. Nippon India Medium Duration Fund Direct Plan Bonus Option has no lock in period.
Fund Manager
Amber Singhania
Fund Manager of Nippon India Medium Duration Fund Direct Plan Bonus Option, since 11 March 2026
Akshay Sharma
Fund Manager of Nippon India Medium Duration Fund Direct Plan Bonus Option, since 1 December 2022
Kinjal Desai
Fund Manager of Nippon India Medium Duration Fund Direct Plan Bonus Option, since 25 May 2018
Sushil Budhia
Fund Manager of Nippon India Medium Duration Fund Direct Plan Bonus Option, since 1 February 2020
- AUM of the fund stands at 149.9 Cr as of Jul'26
- AUM decreased by 0.5 Cr between Jul'26 and Jun'26
Frequently Asked Questions for Nippon India Medium Duration Fund Direct Plan Bonus Option
How do I invest in Nippon India Medium Duration Fund Direct Plan Bonus Option?
- Download the INDmoney app.
- Search for ‘Nippon India Medium Duration Fund Direct Plan Bonus Option’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.